My business relationship with Priscilla extends beyond 20 years, first as an accountant and later as my financial advisor. The financial plan she prepared for me, gave me the confidence to know I can live in the present, pursue my travel dreams and still feel secure about my financial future.
- Linda K
Stephanie has been extremely helpful in helping me invest money for my retirement. She is extremely knowledgeable regarding the services that she endorses. She really keeps on top of things.
- Cindy C
Stephanie has been a great pleasure to work with. She is very knowledgeable and meticulous regarding the various financial products available. I feel very comfortable discussing my personal finances with her and would highly recommend Stephanie to anyone.
- Manisha K
…great gift you have, putting folks at ease and being able to help put their hopes, fears and trust in you. …so fortunate to have you as a friend and advisor and helping us put some of these plans in place…
- Edith J
Stephanie is a highly organized and an extremely personable financial advisor. We have felt secure with the choices and options provided by Stephanie and have thoroughly enjoyed working with her.
- Nanda H
With Monteith Financial Group, we were able to plan our cash flow in a tax efficient way …and now have confidence to move forward with our retirement goals.
- Brian S
We have been working with Priscilla Monteith and Monteith Financial Group for the past 14 years. Priscilla prepared a financial plan for us and each year we review how we are doing relative to the plan. As a result, we feel confident about our financial future and we trust the advice that she gives us.
- Hilary & Bob W
Priscilla has been a trusted advisor and friend for many years. Her guidance has been instrumental in allowing me to have the type of personal freedom that I enjoy today and the peace of mind that comes with having a solid financial plan that extends out many years.
- Dave M
I have found working with Stephanie to be very helpful and enjoyable. She motivates me to do financial planning, which I wouldn’t otherwise be doing. I appreciate the intelligent advice she provides and the time she spends on our situation.
- Robert W
I’m very happy with Monteith Financial Group’s service and the results of Priscilla’s portfolio management. I need someone who understands this stuff, and Priscilla really does. I know that I can call her at any time if I have a question or concern.
- Rose Marie J
I have worked with Priscilla Monteith for 25 years, initially as my family’s Accountant and then as my financial planner for the past 15 years.
- Elizabeth M
I have been working with Priscilla Monteith and the Monteith Financial Group Team since July 2010. Priscilla prepared for me a personal financial plan which enabled me to really understand my cash flow needs. I am very pleased with the service and I feel very comfortable contacting Priscilla whenever I have a question.
- Marjorie C
As my financial advisor, I am deeply appreciative of the superior service that you have provided to me over the past twenty years. During these recent troubling times, it can be a senior’s challenge to have Peace of Mind about one’s financial affairs…and, you really deliver that total POM.
- Harvey M
I have been working with Monteith Financial Group since 2008 when I immigrated to Canada. Priscilla was of tremendous assistance to me with respect to my cash flow planning and understanding the Canadian tax system. She has given me clarity with respect to my estate planning and has reduced my anxiety concerning my finances.
- Sheila H
Priscilla was instrumental in helping me to commute my pension from the Teacher’s Pension Plan, an option not possible at present. Her investment strategies provided complete diversification and a planned re-balancing of investments to meet my risk tolerance.
- Richard N
Priscilla’s tax and accounting background is unique; she has structured my investments in a way to minimize my taxes and still provide me with the cash flow that I need…she knows what she’s talking about.
- Tom G
We trust Monteith Financial Group and have faith in their planning process, from the generation of a written financial plan to the asset allocation model of fund selection.
- Jim & Lee B
Without the valuable guidance and support provided by Priscilla Monteith and her team, I would not have been able to survive the economic volatility experienced over the past couple of decades – especially the turmoil of the past seven years.
- Maureen T-D
With the tax and planning advice that we have received over the years, we feel that we have the income we have today because of the tax and planning advice that we have received and acted upon over the years.
- Bill & Ruth A
Stephanie helped us to assess our situation. Her recommendations were tailored to us and our needs. She identifies where you are at and works with what you have. She provides information that we wouldn’t otherwise get.
- Stacey & Shawn P
We were most pleased when Stephanie brought up estate planning a few years ago and encouraged us to ensure our wills and power of attorney documents were in order as part of her financial planning process. We feel secure that if something happens to either one of us, Stephanie and the Monteith Financial team will be there to guide us as usual. We have peace of mind.
- Jim & Lynn A
I appreciate the care and attention Stephanie takes to address our inquiries. This gives us the confidence that Stephanie has really put our interests first. She cares how well we plan our future and wants to help us achieve our goals.