I have been a client of Rod's for the past 17 years and never hesitate to recommend his services to others. Rod steadfastly guided me through the death of both my parents and the transfer of their financial assets. He understands my needs and provides as much or as little guidance as I need. I feel reassured that he is staying abreast of the economy and market trends and my portfolio has grown as a result. The whole team at Relay provides excellent service.
Janet
Philip Dearden
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February 29, 2024
Rod and his family have been my financial advisors for a very long time. They are not a flash in the pan, lets get rich quick kind of operation. They are a stable family business with long roots in Victoria. They offer in depth and personalized financial planning advice based on expert insight and thorough research. They will take their time with you and carefully explain different options for investment and their implications. They are not afraid to explore new directions. We have always experienced excellent returns under their guidance.
Craig Bryden
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February 12, 2024
Great overall experience. I'm a long time client and have been very happy with my investments. Rod and his entire staff have always given sound advice and with the younger generation now getting involved with the business the future looks even better. Highly recommended!
Angela Hawkshaw
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March 02, 2024
Thank you to Rod and the team for continuing to offer sound and trustworthy advice for all our investment needs. I would not hesitate to recommend them.
John T
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January 29, 2024
My experience was disappointing thus I would not recommend this company.
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4430 Chatterton Way #201, Victoria, BC V8X 5J2, Canada
Claim Listing: Assante Financial Management Ltd.
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I have been a client of Rod's for the past 17 years and never hesitate to recommend his services to others. Rod steadfastly guided me through the death of both my parents and the transfer of their financial assets. He understands my needs and provides as much or as little guidance as I need. I feel reassured that he is staying abreast of the economy and market trends and my portfolio has grown as a result. The whole team at Relay provides excellent service. Janet
Rod and his family have been my financial advisors for a very long time. They are not a flash in the pan, lets get rich quick kind of operation. They are a stable family business with long roots in Victoria. They offer in depth and personalized financial planning advice based on expert insight and thorough research. They will take their time with you and carefully explain different options for investment and their implications. They are not afraid to explore new directions. We have always experienced excellent returns under their guidance.
Great overall experience. I'm a long time client and have been very happy with my investments. Rod and his entire staff have always given sound advice and with the younger generation now getting involved with the business the future looks even better. Highly recommended!
Thank you to Rod and the team for continuing to offer sound and trustworthy advice for all our investment needs. I would not hesitate to recommend them.
My experience was disappointing thus I would not recommend this company.