Testimonials

Since working with Terry Sullivan and Trevor Pugh they have met and surpassed my expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much easier thanks to Terry and Trevor’s guidance.

We have known Terry and Trevor for a couple years now and during this time we have been very impressed with their competence not only with their wise and skillful placement of our money but also their very professional organization.  They regularly get in touch with us and also visit us several times a year to review our situation and to make suggestions on any improvements they think they can make.  They have a proactive approach to their work and, after each visit, they later follow up and forward a very detailed report explaining the current situation.  We have been more than pleased with Terry and Trevor’s individual service and would highly recommend them.

Deftly and confidently guided us through the recent tough economic times.  They are able to interpret the larger economic picture as it impacts on one’s personal financial situation. Take an appropriate interest in one’s personal life situation while at the same time keeping focused on identified goals. Honest, reliable, ethical and highly recommended.

After having some problems and loss of trust in the financial company I was with, I was advised to talk to Terry. He made me feel more secure and I have been with Terry for many years. Now that Trevor has joined Terry I feel doubly secure.

…[Trevor] and Terry are like the Rocks of Gibraltar. I have every confidence in your team, and my sister thought you were both wonderful too, so thanks a lot from her and I!

Terry has played an integral role in building my personal financial well-being, and now that of my family through RRSPs, TFSAs and RESPs. He’s always been available to answer questions and do the legwork and research to make sure that my investments and my life insurance are on track with my needs, and that I have an understanding of where my finances are headed. Starview is an advising company I can trust to make wise recommendations based on wherever I’m at in my savings goals, and they take the time to explain transactions in layman’s terms.

We have been working with Terry Sullivan since 1999.  On our first meeting, Terry listened to our requirements and our long-term goals and he provided us with a comprehensive plan of action.  Throughout the years he has met with us regularly, discussed and updated our financial plan and advised us with regard to purchasing new funds, giving us the personal service that we require.
Terry is a knowledgeable and professional financial advisor.  He keeps himself current with the market and new funds that are available.  We feel secure in our retirement as a result of working with Terry and we highly recommend his services.