What our Clients are Saying...

Lorraine Anderson

To Gary and Staff: I want to thank you for the help you have given us in our financial planning. You and your staff have always shown financial wisdom and integrity. We really like the way you present the plans for accomplishing our financial goals. Always enjoy the personal visits to our home as well. Keep up the good work!

Myrna Olearczyk - London, Ontario

My husband was in the insurance/financial business and we have been fortunate to call Gary and Myrna Kwasnecha our friends for almost 30 years. When Jerry was dying and we finally had to have that dreaded conversation of "what happens after..." there was no hesitation when Jerry said, of the hundreds of work colleagues he knew, he wanted Gary and Financial Services Group to handle his estate.

I was amazed at the amount of "business" that needs to be done after the death of a spouse and our situation was more complex than most. We were living in Kelowna and had just lost our home and everything we owned in the forest fires of 2003, when Jerry was diagnosed with advanced cancer. He was gone in just 10 weeks, leaving me with the sale of his insurance business, the fire insurance claim to settle and the sale of that property. Through all these "extras" above and beyond the estate and investments, Gary was always just a phone call away for advice.

When we sat down to look at managing the investments, Gary wanted first to know how much risk I thought I could comfortably live with. By staggering the maturity dates and careful selection of products, he has managed, even in the volatile market this past year, to protect much of my initial investment. Another technique Gary has used that has taken a huge amount of stress from me, is payments from my investments to coincide with major household expenses, such as property and income taxes and car and home insurance premiums. He even put away what I needed for the new car I am just now enjoying and a "travel allowance" since that was a luxury Jerry loved. Finally, when I decided to make a change in my life and return to school for 3 years, Gary even found the flexibility in my plan to allow me to do that.

It has been said, "A friend is a gift you give yourself," which has been more than true of the Kwasnecha family, and Peace of Mind is the gift Financial Services Group has given me.

Deny & Earl Kindley - Viking, Alberta

For over 25 years Gary has been our financial advisor and friend. He and the staff of Financial Services Group have given us excellent service and advice. This guidance in financial, estate planning, income tax, and life insurance matters has enabled us to enjoy a worry-free retirement and a lifestyle that would not have been possible without this help and encouragement. We particularly appreciate his investment philosophy that respects our wishes and future plans.

Going far beyond the call of duty, Gary has maintained a close relationship with us, even remembering anniversaries and birthdays. We are so thankful that a friend recommended Gary and the Financial (Friendly) Services Group to us.

Sylvia Horning - Edmonton, Alberta

To the staff of Financial Services Group,

Too often we are negligent about acknowledging the people who play such an important role in our lives ---- the people who help and guide us through the maze of financial options; the people who ensure our legal documents are current and in good order; the people who help us formulate and activate a sound, realistic financial plan; the people who educate us about tax planning; the people who pilot us through the death of a loved one; the people who assist us in estate planning; the people who, after doing all that, monitor our Net Worth Statements and Tax Returns to insure everything is going as planned.

I want you to know that when I count my blessings, Financial Services Group is among them. I continue to be amazed that there is still a company that consistently delivers on their promise of caring and service. Over the years I have certainly been the beneficiary of your caring and professionalism and I thank you most sincerely. I hope you can appreciate the peace of mind that your efforts have brought to me. I always say "I am in good hands with Financial Services Group."