“Scott Sherman, a sage before his time. He has provided wonderful financial investment advice. Always accommodating, always thorough, well researched and always prepared. Scott is friendly and is genuinely interested in his clients. Not something that you see often in business today. Investment strategies have always been on the mark. My husband and I are delighted with our investment plan with confidence. Thanks to you Scott!”
"The best thing I ever did moving to TK and getting Scott Sherman to handle my financial portfolios. Only wish I'd done it sooner!"
"When TK Wealth Management took over our group retirement plan in 2002, we experienced an entirely new level of service. The TK representative was always available to meet with our employees to provide investment counselling and financial planning. Her professionalism and concern for the employees’ retirement goals has been a great benefit. She also helped us transition our retirement plan to a more flexible structure which better suited our needs. I happily recommend TK Wealth Management as a provider for group retirement services."
"TK Wealth Management set up our group retirement savings plan many years ago and we were extremely pleased with the excellent advice and service given to our employees. They have been dependable, friendly and open over the years with attention to detail and willingness to listen to our needs which is extremely important to our company. TK Wealth representatives have also provided informative lunch and learn sessions which have received very positive feedback from employees."
"Since Steve has been providing his services to me I have been impressed with his immediate responses and the in-depth knowledge he brings in addressing the investment issues that I raise with him. Furthermore, I have found him to be very honest and trustworthy in all matters pertaining to the management of my account. I could not be happier with my dealings with Steve and would recommend him to everyone looking for sound, honest and very professional investment advice and management." - Suzanne Jacques
“I am continually impressed with Brett's knowledge and professionalism. He's always quick to respond to my questions and follow up on what we discussed. When I first met Brett, my money was collecting dust in my savings account. Now he's got my money working for me in a well-diversified portfolio with a plan for steady growth over the long term. I can't recommend his and TK's services highly enough!” - Kyle W
"I've been working with TK Financial Group since starting my career in 2004. Since that time, they have provided financial investment advice and support, and, most recently, I have worked with Brett who has advised on life, CI and disability insurance for my family. Brett has always taken the time to answers all of our questions and concerns, and has never pressured us into making decisions, which gives us every confidence that he really understands our goals. His knowledge and expertise have been invaluable, and he has provided our family with a great sense of security!" - Kim and Dominic
“We love working with Brett and the TK Group. They took the time to really get to know us, what our financial goals are as well as our concerns. He always provides options and explain the differences between those options to allow us to choose what we are most comfortable with. They regularly provide updates and have always been available to answer any questions we had.” - Donna and Trevor
“Dealing with TK Wealth Management’s Brett Curtis has been a real pleasure. He takes the time to meet personally with each of our employees to ensure that they are making informed decisions on their RRSP options. His prompt response to any of our questions or concerns continues to make us feel like we are a valued client of TK Wealth.” - The Caregard Group
"A quick note to say thank you. David has been very helpful in putting all of our concerns into one “umbrella”.
It is a great relief to know that we can direct all of our questions to David who is helpful in getting us answers and never pressures us into doing more than we are comfortable with. David has been available to us every step of the way and we feel well taken care of." - Daniel Pion
"We have found members of the TK Financial Group very professional and knowledgeable and they have provided excellent advice in discussing our tax and estate planning. Our TK representative has been responsive and available to discuss our situation and provided appropriate investment vehicles to meet our needs in transitioning to retirement." - R.S. and H.S., Retired Public Service Managers
"I've known Scott Sherman for many years and have always been able to count on his knowledge base, integrity and guidance. Scott is reassuring when the markets are volatile. He offers suggestions that match with my investment profile and goals. As I approach retirement, I trust Scott implicitly to manage my finances in a professional and caring manner. Scott makes himself totally available by email and phone, for any request. With Scott as my investment manager, I feel confident and safe with my portfolio." - Susan Heisel
"Scott Sherman has been my trusted Financial Advisor for over 10 years. He is very attentive to our needs and responds quickly when required. I have referred him to many of my friends and all of my family in the past, and will continue to do so." - Keith T.