Testimonials

Warren Santos

I've had the pleasure of working with Iryne on my retirement strategy since 2012, and she has kept me on a positive trajectory to financial freedom ever since. Iryne consistently goes above and beyond to stay connected with me, which ensures my plan factors in and aligns with my current financial situation and fluctuating market conditions. More importantly, this regular engagement speaks volumes about her genuine interest and dedication to helping me achieve my financial goals. She is a highly competent, consummate professional who conducts her business with the utmost integrity.

Design Engineer at AMD

Alex Pu

Iryne has been my financial advisor since 2009. I found Iryne very responsive, meticulous, and enjoyable to work with. She has always kept regular contact and provides me with ongoing financial advice as needs and markets change. In addition, she also gives good advice on other matters in my life, and is always willing to help if needed. I trusted her for guidance to make informed decisions about all my financial affairs.

Operations Controller at Air Liquide

J Ng

I’ve been a client of Iryne’s for more than 20 years, and benefited from her holistic approach to financial planning. I strongly believe in her investment philosophy, of all the years that she has been looking after my financial affairs, my instructions to her have always been just do whatever she thinks is in my best interest, because I have complete confidence in her work and feel absolutely certain I am in good hands. I can tell you I have never ceased to see steady growth of my portfolio. I had referred many of my family members throughout the years and they remain happy clients since.

Protective Services at City of Toronto

Winnie Fung

It’s really refreshing to work with Iryne and her team, who are truly interested in their client’s needs and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, and give sound financial advice and guidance based on my family circumstances. That gives me every confidence that not just my financial goals are well understood but also comfort level. I believe transitioning into retirement will be much easier with your recommendation and looking forward to working with you and your team in many years to come.

Sales Representative at Royal LePage

Mai Banh

I have known Iryne for 7 years and have the privilege of having her as my financial advisor. She is knowledgeable and patient in sharing her knowledge with her clients. I never feel rushed into purchasing an investment product—she always takes time to answer any questions I may have. I find Iryne very accessible and easy to talk to. I have discussed openly with her many of my financial concerns and worries over the years. She listens well and proves to be a sound and dependable advisor.

GlobalFoundries