" Excellence is doing ordinary things extraordinarily well"

"We sold our farm and had an auction sale in the Spring of 2002.  We felt we required a finanacial advisor so we visited three different advisors and gave them our financial picture.  In the Fall of 2002, Ken Gareau put on an educational seminar which we attended in Weyburn.  We were impressed with Ken's presentation so we booked an appointment with him.  Ken drew up a financial plan for us.  We liked the financial plan he presented and his tax aggressiveness and the fact that he was easy to talk to.  He told us upfront his fees, which we both liked. 

We have been investing with Ken since that time and we are very satisfied with his financial decisions and how he has given us a good return on our investments.  He has also kept us informed on the changing investments and the market; always making time for our investment questions.  We wished that we would have talked to Ken before we sold the farm, but that is hindsight.  We find that Ken really works for us!

- Neil & Sharlene Trudgeon

As my wife Audrey and I were getting older we decided we would consolidate our savings. I went to a seminar in Moose Jaw hosted by Ken Gareau representind Dundee Wealth Management. I was particularly interesed in Universal Life. We set up a meeting with Ken and decided to engage him as our financial advisor. That was the best thing we could have done. We were able to get a Universal Life policy and transferred all our assets to his capable hands. I only wish we had the opportunity to have done this years ago. I would recommend anyone to do the same as we did.

- Dean & Audrey Pollard

A couple of years before I retired in 2003, my wife and I attended a seminar presented by Ken Gareau. We subsequently scheduled an appointment with Ken and were pleasantly surprised and greatly relieved that there were no high-pressure tactics employed to secure our business. Two more appointments followed. Ken then prepared a Tax, Investment and Retirement plan for our perusal. By now we were becoming comfortable with Ken like a favorite old pair of shoes and we decided he would make a good fit for our investment needs.

In addition to Ken's investment knowledge we appreciate his easy going nature which transcends to his ever friendly, courteous staff. Truely, a visit to Ken's office is likened to a homecoming, conplete with a friendly hug from his ever-present Mother-in-law.

Cognizant of the fact that personal finances are just that...personal...we have never tried to force our choice of Investment Advisor on others. However, if someone is looking for an Investment Advisor and asking for a recommendation from us, our unequivocle response is...Ken Gareau.

-Robert & Karen McCandless

        "Secure Your Financial Future"