What people are saying about Clarity

Hear from real people who have worked with me.

"My husband and I were in our late forties when we first sought advice from Anita.  We had no savings and no retirement plan.  We felt incapable of getting ourselves into a secure financial situation. Anita taught us how to invest on our own, and now, after only three years of regular saving and investing, we are in a much more comfortable position for the future and can sleep at night without worrying about our old age.  Anita’s advice, kindness, good humour, and endless patience have literally transformed our financial future."

                                                           -HW

"I have wanted to invest for many years but never knew how and was intimidated by the complicated terminology and mysteries of the process.

"Anita provides a user friendly way of making investing simple and provides ample opportunity for learning. She gives a step by step system to help understand your risk tolerance, the resources available to educate yourself about investing and discover the elements to help one self manage their finances with eyes open to all the possibilities. She answers all concerns and helped me feel confident about my investments. I would recommend Anita to anyone who needs a guide to navigate the options of growing your finances. I know that time will prove that Anita has been my best investment."

                                                                              -MC

"I came to Anita, looking to gain a better understanding of my current finances, and where I stand as a head for retirement within the next 5 years. Anita provided me with a clear picture of my options, which helped me to make decisions around my personal finances and to put my mind at ease regarding any concerns I had about my future. I felt very comfortable working with Anita, and feel good to know that I can reach out to her for any further advise I may need in the future. "                                                                                                        -CW

"Anita helped me plan what was needed for my retirement plan. With her guidance, I set up self-directed investment accounts and feel confident in using them. As I gently move into retirement, I feel I am on solid ground and am reassured that she will always be available for any questions I might have."

                                                                    -MA

“Working with Anita helped me to make my financial goals a reality. Her spreadsheets helped me to see exactly what my financial future looks like at different life stages and what I need to do to get there. She is warm and knowledgeable and is able to explain concepts in a way that is easy to understand. Tailored, independent financial advice is hard to access and Anita’s services are filling a gap in the system.”

                                                                     -WY

"I love that Anita is unbiased and independent of any bank or financial institution, so I know there are zero ulterior motives for what she's telling me to buy/sell in my current investments. I trusted her advice completely. She is warm and welcoming and funny, knowledgeable and confident, and really gets to know who you are as a person and what your goals are."

                                                                            -GH

"I came to Anita after years with a financial advisor but wanted to pay less in management fees and be more independent and in control of my investments. I thought that learning how to invest would be overwhelming but Anita made it very simple and took all of the intimidation out of it. She helped me come up with a plan to achieve my financial goals and gave me tools to continue my own planning. Anita’s advice was clear and concise, delivered with warmth and kindness. I feel completely empowered and confident with all that I’ve learned from her and I only wish that I’d met her sooner."

                                                                          - MP

"I want to thank Anita for putting together our retirement plan. She was able to simplify our complex financial situation with clear guidelines and advice - this gave me much needed peace of mind. She also provided different and insightful scenarios for our mortgage and TFSA which will save us a bundle in our retirement. It has been a pleasure working with Anita."

                                                        -NP

"I want to be more independent in making investment decisions and really didn't know where to start. Anita is helping me grow my understanding and gain confidence. With her experience she's making investing easier for me to understand. She's focussed on me, as an investor (in training) not on which financial products to sell. I can't think of another service like Clarity." 

                                                        -AS