Marc Norris

What were the circumstances that caused you to initially look for an adviser?

I had a a vague plan for my money, but I needed someone more educated on the subject to explain and put the plan in place, in terms of steps, what to do first etc.

How has Marc Norris helped you?

Marc has helped me by not only putting a plan in place for now and the future but also explaining why we are taking the steps we are so I have full understanding.

Have you seen the outcome you were hoping for?

So far yes, my objectives are a lot more clear to me and the results so far have been good.

What could they have done better?

Nothing.

This review is a follow-up review from a client who left a review previously.

How has Marc Norris helped you since your last review?

Marc has been very helpful with my overall financial planning and also with a number of legal items concerning family trusts. We continue to discuss a number of interesting options to manage the rapidly changing financial and tax landscape following the recent change of government.

This review is a follow-up review from a client who left a review previously.

How has Marc Norris helped you since your last review?

Marc continues to guide, advise and support us with our investments, savings and planning

What were the circumstances that caused you to initially look for an adviser?

Needed an advisor many years ago when I became a partner in a firm

How has Marc Norris helped you?

Extensive planning advice backed by excellent investment performance over many years

Have you seen the outcome you were hoping for?

Yes

This review is a follow-up review from a client who left a review previously.

How has Marc Norris helped you since your last review?

Adjustment to pension income and financial planning for a permanent move to Canada