Testimonials
"We have been very pleased with the service provided by Bill and his team. We feel that Bill is competent on our investments and he
constantly keeps us on track with our financial plan."
KS & YF, Retired "William helps me meet the
challenge of financing the present while planning for the future. He works with me on the issues that matter most: education for my children, retirement planning, as well as investment strategies to help maximize my earnings and reduce my tax burdens. William works with me, one-on-one, to develop individualized strategies that meet my needs today."
Jeff C., Partner "In a world today where timing is everything, Mr. Vastis has made sure we were never late to
take advantage of the right financial investments. Mr. Vastis has proven to us that his financial services are not commodities but professional advice that helped us realize what a successful financial relationship is all about. Thank you Mr. Vastis!"
Ihor J., Retired"I had worked for nearly 2 1/2 years with another advisor until I was referred to you.
I am ever thankful for that referral. You were able to clear up the income and tax problems within the timetable that you had anticipated. Thank you once again as I look forward to working with you on all of our business and personal returns. I also look forward to telling everyone what a wonderful job you did. But I especially appreciate that we are out of our burdens and may now venture forward with our life."
David J., Business Owner "William Vastis is a
professional in every sense of the word. I now have a managed financial plan outlined for my interests."
Brian C., Professor "Service provided, regardless of portfolio size.
Quality and not quantity is the financial measuring tool and therefore makes me feel important and secure with my investments."
Michael D., Chartered Accountant "Bill has made my portfolio perform very well and promptly answers any questions that I have. I have
peace of mind knowing that he is helping me with my plan."
Dave R., Retired
"For the first time,
I really know where I’m going financially and have a plan in place to get there."
Christopher K., President"A 'can do' attitude, together with
value added advice."
Mark and Sheila F. "What convinced me to switch over to RBC Dominion Securities was William’s
freshness, perseverance, and knowledge which was easily expressed."
Valerie C., VP
"We are very conservative in our investments and generally purchase only GICs and Ontario Savings Bonds. Bill
helps us to find the best interest rates and we appreciate his efforts in this regard."
Rose and Lewis R., Retired
