Sun Life Financial

Monte was introduced to me from a business networking group in Vancouver and we clicked right away. He is the most genuine life insurance and financial advisor I know. I could tell that his was in the service industry for a good part of his life because he is absolutely magnetic and genuine in his field. Over the last year he has continued to build a relationship with our team's mutual clients and I will not hesitate to continue to send business his way. Keep giving people the full monte my good sir! Cheers

Monte is absolutely amazing. He genuinely cares about people, which isn't surprising given his background as a Registered Nurse. I've talked with a few different advisors in the past, and Monte is the only one who I feel has always had my best interests at heart. For example, other advisors that I had accounts with would code my RSP deposits into a "DSC fund", which basically puts money into their own pockets and locks you into that fund for years with huge penalties if you withdraw early... whereas Monte flagged this for me and alerted me that I should make sure to request all deposits be coded as an "FEL" which does not compensate the advisors, as he does for his own clients. Monte has looked out for me in many more ways as well. I can't recommend him enough.

Very happy with our policy and the lead up to purchasing. We had Alicia as an advisor and she went over and above to answer questions and meet deadlines for our visa. Professional and definitely would recommend.