Client Testimonials
“Weigh House pointed out that I was taking much more risk than necessary to meet my needs – now I am sleeping better at night. I got real value for the fee.”
~ J. Pattinson, Bancroft, ON
“Over the last few years, by working with Weigh House, I have had more ‘financial peace of mind’ than ever before. I am now 100% confident that I am in the portfolio that is right for me.”
~ D. Eleoff , Toronto, ON
“Weigh House provided a complete financial overhaul - excellent and unbiased advice provided by a caring and consummate professional.”
~ J. King, Toronto, Ontario
“While previous financial advisors were selling product, Weigh House recommended a realistic plan that addresses our entire investment and retirement goals. A seemingly complicated matter was made understandable. We have just now started our retirement with understanding, confidence and peace of mind.”
~ L&L Cooke, Ottawa, ON
“My parent’s portfolio was distributed across two investment advisors with no overall view on risk, fees or asset mix. Weigh House helped us define our investment policy and set a benchmark for judging the performance of our investment firm and we saved money on fees. A great investment!”
~ D. Cooper, Aurora, ON
“The key to receiving and using good investment advice is working with people like those at Weigh House and coming away knowing you have unbiased, fair and honest information to deal with in making your own decisions.”
~ L. Mitchell, Markham, ON
“The Weigh House services are valuable in that they provide people like me (who are not financial gurus but who have some understanding of their own financial situation) good advice and insight on the ‘big picture’. When I read the reports, sometimes I give myself a pat on the back because I know I'm doing the ‘right things’. It's also an easy way to stay on top of what's going on. Keep up the good work!”
~ P. Tam, Richmond Hill, ON
“Thank you for the comprehensive financial plan and detailed discussions. It was refreshing and encouraging to get an unbiased opinion with fresh insight on my financial picture. I am looking forward to our next discussion.”
~ D. Salvadori, Toronto
“Before coming to Weigh House, I suspected that I was over diversified with far too many mutual funds. Weigh House confirmed the problem and since then I’ve taken steps to simplify my portfolio and reduce management fees. The one-time fee was a good investment.”
~ T. Symons Toronto
“Weigh House’s portfolio review confirmed some concerns I had with my portfolio and gave me the confidence I needed to take corrective action. The review also brought my attention to some issues I hadn’t been aware of. The entire experience was free of sales pressure and because they do not manage assets or sell investment products, I didn’t have to worry that their recommendations had a hidden agenda.”
~ R. Taub, Toronto, ON
“While we have excellent investment professionals working with us, we needed objective and unbiased advice on broader issues of financial planning, asset and geographical allocation, and performance metrics. At Weigh House, we were able to get that from an experienced team whose fee-for-service model is tightly aligned to the client's interests.”
~ M. Remtulla, Richmond Hill, ON
“My wife and I unburdened our financial souls through the Weigh House process and are very pleased with the results. We returned to our advisor equipped to encourage him on several financial strategies he was taking on our behalf. We were also equipped to get him to take a more conservative approach on others, particularly in terms of upping the percentage of fixed income and bonds in our portfolio. I could tell he was really impressed with our sudden increase in financial sophistication!”
~ D. Bastian, Toronto, ON
“The Weigh House quarterly meetings have been great. I’m too busy with work to deal with personal finances and it worried me. I’m confident now because with expert third party portfolio monitoring, I’ll know whether or not my advisors are adding value. If they’re not, I’ll be able to correct the problem before I’ve wasted money through years of underperformance.”
~ P. Easthope, Newmarket, ON
“Weigh House prepared an easy-to-read document and spoke to me in layman's terms to help me to understand my personal risks in investing and my potential gains. As well, they helped me to project when I can retire and how long my money might last. I felt calm and focused afterwards, and remain so over a year later. It is nice to know my money is safe and earning for me, and that I really will be able to live the rest of my life on my investments whether they are in RRSPs, mutual funds, stocks, real estate or some combination of these.”
~ L. Christensen, Oakville, ON
“After a potentially disastrous relationship with a money manager, I began handling our portfolio personally. Despite good results, one is always concerned about risk and market turndowns. The Weigh House review of our portfolio focused on risk reduction and balance. It was professionally done and good value for the dollar.”
~ M. McElhone, Kitchener, ON
