I would sincerely like to thank you for your help with my disability claim. The entire process was very smooth and seamless. I received my approval notice less than a month after submitting the required documentation, and your input and advice regarding the submission process was most helpful.
The monthly cheques I will receive will significantly reduce my financial stress now that I am only able to work part time.
The critical illness insurance was also very helpful when I was initially diagnosed, and the process of claiming was smooth and painless. The money I received allowed me to investigate alternative treatment options which really gave me the feeling of doing everything I possibly could to deal with my illness.
The regular meetings with you to ensure the ideal policies were in place for our changing lives, provided peace of mind and one less thing to worry about in these hectic times.
Thanks again for your help Russ.
Anonymous Dental Professional
Russ has been our personal financial advisor for more than 20 years. Russ has played a vital role in developing our personal financial well-being. He regularly provides updates and meets with us to review our situation and to make suggestions on any improvements he thinks he can make. He has always been available to answer any questions or to explain options within our portfolio and ensures that we both understand the diverse investments available. Our transition into retirement has been relatively stress free thanks to Russ’s guidance. Russ is a knowledgeable and professional financial advisor and we consider him equally a good friend. We highly recommend his services.
Mary & John Gibb
Joan and I have trusted Russ to manage all of our investments since 1998. In
that time we have come to respect all the decisions that he has made on our
behalf and now entering retirement we know that we are in very good hands
with The Young Financial Group.
We would not hesitate to recommend Russ for his services and we think of him
as a good friend.
Joan and Alan Street
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