Arlene has been my financial advisor for over 15 years. She has helped my husband and I navigate many financial decisions over the years to do with retirement savings, home purchases, and life insurance. I appreciate her kind, honest and holistic approach to financial planning. She’s very knowledgeable about financial trends, and demonstrates great skill in adapting her recommendations based on personal situations and financial risk tolerance.

Arlene is extremely approachable and really cares about her clients’ personal and financial wellbeing. I’d recommend her to anyone and everyone!

“I have been working with Arlene for over ten years. She is knowledgeable, friendly, honest and quick to respond to any concerns or questions I may have. Arlene has helped me work towards reaching my financial goals.”

Without Arlene’s thorough approach, planning for retirement would still be a nebulous thing I ‘had to do’ with no specific goal except to ‘save for retirement’. During the initial stages of our introduction, she translated ‘saving for retirement’ into a dollar amount that was achievable and well-suited for me. For the first time in 20 years, I have a dollar target I’m working towards with focus and motivation to save like I’ve never experienced before. Furthermore, alongside her expertise, she is genuinely pleased for me, and with me, when it comes to meeting these personal financial goals.