Testimonials

We'd Love To Meet You And Craft You The Perfect Solution

After many years of frustrations with my investment portfolio with different financial institutions and best financial advisors in Brampton, the luck came to my side when I met Miklos in 2008. We thoroughly discussed my monetary situation, desired goals and set up a long term financial plan. Since then, I'm very pleased. Miklos is an essential, indispensable part in every step of my financial life.

He is a highly educated family man, well-read, witty and has a variety of unrelated interests. He is honest with integrity, and his words have considerable importance. You can't find many people like this in today's world. He has an unusual quality of using only his mind instead of a calculator in determining complicated financial estimates.

Miklos’ background in financial analysis and portfolio management gives him an edge in preparing financial plans. In the eight years, we have been working together, I found him to be very detailed and analytical. He understands numbers better than most people in the business. This ability is coupled with over two decades of advising clients what realistically their financial goals should be and how to achieve them. Miklos will go deeper into the details and provide an enhanced set of recommendations.

I've had the pleasure of working with Miklos and getting to know him on a personal level. Miklos is someone I trust, highly intelligent and very deep and honest thinker with many interests and passions. Miklos excels at financial analytics and his attention to detail and the variables that come with life makes him a great fit for someone needing a sound financial plan that is understandable and achievable. I highly recommend Miklos for anyone in need of trusted financial planning advice.

I have known Miklos for over 11 years now as an Advisor and as an expert in wealth management. For Miklos his clients come first, he is passionate, personable who has deep understanding of various asset classes and is able to determine what the best financial solution for a specific client is. Miklos is consultative and creative in his approach to financial planning. I strongly endorse Miklos to anyone looking for a highly qualified and capable financial planner to help them achieve their financial goals.

I've known Miklos well for close to 10 years now. I found him extremely knowledgeable in all business matters we had over the years . Miklos is trustworthy, reliable and has a great mind to solve the most difficult financial problems. I certainly would recommend him to anyone who needs valuable advice on financial planning or on financial matters and beyond.

I've known Miklos since 1996. He became our financial advisor in early 1997. Miklos carefully analyzed our financial situation and adjusted our financial plan on an on-going basis. Due to his innovative approach and knowledge, we accelerated the growth of our portfolio significantly. Miklos has frequently been monitoring our investments and advised about desirable changes at the right times. I feel that he cares much about his clients' financial achievements. He is highly educated in the financial field and beyond in other areas. His excellent knowledge and expertise coupled with a warm personality.

I have known Miklos since 2008, both professionally and personally. Through the years we’ve worked on many initiatives together and I’ve always trusted his judgment. Specifically, because he never accepts facts at their face value. He always questions and asks “Why?”. He’s inquisitive by nature and a mathematician by trade, so he’s always searching for that best answer and result. I believe him to be of a high moral character, basing his decisions on “Do the right thing”. As a professional, I would highly recommend him in many ways.

Testimonials

We'd Love To Meet You And Craft You The Perfect Solution

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