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“Since our retirement we have had many occasions for discussion, planning and execution of strategies for retirement investment with the Carol Ivey Group. This, as I have learned, is a very exciting, somewhat emotional time. Amassing of resources and organization is critical.
Our advisors, led by Carol and her staff, have not only helped with the settling into retirement, but also the clear development of investment strategies and options.
The friendly approach and “always there” availability has a comforting feeling, knowing when a question or need arises the group most assuredly will aid in resolution.
Through repeated account reviews, which are detailed and easily understood, we are aware of the economic status. Knowing both the positive results of the portfolio and the opportunity areas, we are comforted in the long term necessity of the plan.
We often lose sight of the countless hours by the staff to manage behind the scenes. Both Darlene and I appreciate the ownership and development of continued planning to secure our financial base. Together, led by your group we will be able to realize our retirement goals.
Thanks for ALL YOUR help, attention and compassion”.
Mike and Darlene Hewson
“Sixteen years ago when we moved to Orillia, we needed the services of an Orillia investment dealer who was pleasant and congenial with a well known track record of intelligence and expertise. While it would have been possible to maintain our Toronto contacts, it was soon clear that the Orillia RBC Dominion Securities team under Carol Ivey was a sound choice. We soon made the transfer and have benefited from the counsel, detail information and prompt handling of our enquiries. Comprehensive newsletters and seminars with knowledgeable guest speakers have enhanced our understanding of market conditions and investment opportunities. We have much appreciated the personal approach of Carol and her assistant Eric Cathcart. It might be mentioned we have recommended RBC Dominion Securities to other family members”.
Dave Barr
“It gives me such confidence to know that you and your wonderful staff are still looking after me. Don and I were always so happy with the able way you steered us through so many ups and downs in the market and the way our portfolio kept on growing”.
Betty Hall
“Investing with Carol Ivey helps me sleep at night. I am confident in both Carol and her team, as well as RBC”.
Carmen Bisson
“Sixteen years ago, I first had money to invest and went to Carol. Carol and her team have managed my finances since that time, which indicates my satisfaction with their service. I’ve read that in times of slumping markets, if you do not hear from your advisors weekly, they are not serving you well. This team is in touch frequently, good times and bad. There has been accessibility to service and always immediate response”.
Beth McCall
“The Ivey Group has made a huge difference in how we feel about the markets, the safety and growth of our investments, and our plans for the future….all for the better”.
Ken Shaddock
“We have been clients of the Carol Ivey investment group for 20 years. We are very pleased with their financial guidance, and expert advice in handling our portfolio. We have no hesitation in recommending The Ivey Group to anyone wanting investment management advice”.
Tony and Maureen Moran
“When we were looking for a place and a plan to invest our savings, Carol Ivey and the Ivey Group were recommended to us. We’ve never regretted our decision to use their services. They have managed our investments to meet our needs. We were always and often consulted on changes to be made. We trust them to make wise decisions for our benefit”.
Paul & Frances Laver
“Just wanted to tell you, you have an excellent staff working for you and it is always a pleasure talking to anyone of them at any time, most undoubtedly comes from your leadership skills, Carol!”
Dwight Caldwell
“I have been so pleased with what you are doing for me. I feel so much more secure and am managing very well”.
Doris Binnie
“We wanted to thank you for your great service over the last ten years! Your solid investment strategy has kept us moving ahead through good times and bad. It’s nice to know that Marilyn and I have people like you and your team we can count on looking after our finances”.
Jake and Marilyn Cambridge
“I have appreciated the interest you have given Rosemary and I over the years, and I know you have done your best to guide us in our investments. The staff there does a great job, and deserve a note of appreciation from all of your clients”.
Bill Church
“We have been clients of Carol Ivey and her team for over 13 years and are fully satisfied with demonstrated knowledge, service and results”.
John Methot
“We wanted to let you know how much we appreciate the care and efforts you take in providing us with your professional services. Your informative Market Updates and timely e-mails during market turbulence are especially welcome”.
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