client experience
Understanding our clients’ financial goals is our business, ensuring their financial security and growth is our passion.
Allison M.
Client
“We have been Oliver’s clients for many years now. We have felt very well supported and we feel confident in our financial future as a result. He always makes himself available to us and that has been very much appreciated. We can’t thank him enough for all he has done for us. We feel not only do we have a very competent advisor in Oliver but also a kind and caring friend as well.”
Deb M.
Client
"It has been a privilege to have Oliver Heimann as my Financial Advisor for over a decade. I value his personable approach and his clear expertise in my financial planning. He is someone who really values client relationships. He is very personal and genuinely cares about you as a person. He works hard to offer the best suggestions for you and then clearly explains his suggestions which is something I really appreciate. He has become more than my financial advisor and someone I consider a trusted friend."
Gerry F.
Client
"Having known Marina Najian for many years I have always been impressed by her knowledge and enthusiasm in
providing the highest level of financial services. She is a proactive, dedicated professional and a pleasure to work with. I would recommend her services to anyone requiring a financial adviser."
Ewan M.
Client
"Ian has always been there for me with cheerful and productive advice."