I got everything I was expecting and the quality of service was exceptional.
- Dan Mark C. O.D.
Your program was designed specifically for the optometry profession. I appreciated that you dealt with me as an optometrist, and not as a generic profession.
- Ian C. O.D.
I didn’t feel like I was being sold something I don’t need. They made me feel comfortable enough to ask questions without worrying it may be a silly or dumb one! They are very approachable and personable.
- Sarah S. O.D.
I did not expect all the financial planning advice they gave me. I didn’t know about a lot of the products available for investments and how to use them in my financial planning for future events, like buying a house and planning for having a family.
- Andrea L. O.D.
They are very professional during the whole process and answered all of my questions respectfully. They were very prompt at responding to my emails and scheduling appointment times. I never felt like they were trying to sell me more than I wanted/needed.
- Kyle K. O.D.
As a young professional in the 90’s with a new family I didn’t have a background or great knowledge of investing or wealth building. I knew I had to start planning for the future. That’s when I met Charlie through a mutual friend who got my family on the path of financial stability aligned with our retirement goals. Along the way Charlie’s son Taylor got involved in the business and thus began the transition to an enduring support system. They afforded me a clearer picture of my financial plan while considering our family’s risk acceptance. As I now enter retirement, I feel more secure in our ability to live pragmatically. These two individuals not only provide professional advice; they are personal, honest, and quick to respond when needed.
- Garry and Kerry S.
Charlie and now Taylor have supported us with our financial planning and investments for over 20 years. They have given us well-researched advice that fits our financial goals to a T! They have never steered us wrong and have always shared both good and bad news to aid our decision making and we would recommend them to anyone. Thanks for all you do!
- Deborah M. & Peter R.
My wife and I met Charlie Koester 20 years ago when he took over my account at Desjardin Financial Security. Back then we didn’t know too much about investing or how to plan for our future. Charlie came up with a plan that suited our financial needs and has worked with us ever since. The plan changed over the years as our life did, but Charlie was always available to make adjustments to our investments and offer suggestions and solutions to meet our changing needs. Fast forward 20 years and now we are planning for our upcoming retirement in the next few years. Charlie is still there for us, although now we don’t consider him just our Financial Planner, he is our friend. We’ve also been working with Charlie’s son Taylor, for the last 10 years or so. It is comforting to know that our retirement plan is secure and in good hands as our life continues to change in the years to come.
- Jolanda and Steve N.
We started investing at our financial institution as many people have. We were discussing our investments with a friend as we were not completely satisfied with the service or results we had been receiving. Our friend suggested that we meet with his financial advisor, Charlie Koester. We took our friends advice and met with Charlie and 22 years later we are now discussing retirement plans with Charlie and Taylor. Taylor has been part of our discussions, planning and execution of our investments for the past 10 years.
We found and still find Charlie and Taylor to be very knowledgeable, current in relation to the market trends and projections and as a result have provided us excellent advice.
Charlie and Taylor have made us feel at ease in times of market turmoil and adjusted our portfolios to maximize our return. Over the years as our needs and wants have changed, Charlie and Taylor have been able to adjust their approach and provide us professional and detailed advice.
We trusted Charlie and now Taylor with our financial future and security and cannot be more pleased with the advice they have provided.
- Kim and Doug M.
