"You visited my house 2 weeks ago to speak to my brother and I about RDSPs. I received my letter from Mackenzie Investments on Tuesday, and wanted to thank you. I had read up a little on RDSPs before, and another planner had explained them to us as well, but you did so in a way that really made it clear to me. I had previously been undecided on whether or not to invest in RDSPs, and after listening to you it was clear that it was what I wanted to do. Thank you.
I also wanted to thank you for giving that little bit of advice to my parents. My brother and I have been trying to convince them to speak to a financial advisor for the past few years, but to no avail. We had almost succeeded once, but then they spoke to their bank representative, who said the bank can advise them. The advice they gave my dad for his RRSPs was invest as much as possible; the more you put in, the more you'll get. Aside from being obvious, there was no consideration for how much he wanted to get, or what he could afford. Thanks to you, the next time they need advice, I'm sure we can convince them to speak to someone like yourself for help. So thanks again for everything." - Best Regards, John P.
"Thank you ever so much Ken for all of your help, not only for my son and I, but for my clients. You are amazing!! So giving of your time and talents. That means a lot to me, as it takes a very dedicated person who is willing to give of themselves to those who need services, and don't always have the pocketbooks full to pay for them. So, I thank you!" - Laura Knoll, Vocational Rehabilitation Specialist March of Dimes Canada, Mississauga, ON
"Thank you Ken for your support of Rainbow Programmes for Children over the last number of years. We appreciate the information you have provided to promote the Registered Disability Savings Plan to many families of our campers with special needs. All parents want to know that their child will have a financially secure future, and it is helpful to know that with RDSPs there can be additional income later in life." - J. Harrison, Administrator, Rainbow Programmes for Children, Guelph
"Ken it’s a great association working with you for my clients that have qualified for the Disability Tax Credit. The relevant information you have been able to provide several of my DTC clients regarding the Registered Disability Savings Plan has provided such a positive effect on them. The time you have taken to educate and assist so many people with disabilities and their families is greatly appreciated. You’ve taken a program that is complicated and made it easier to understand and implement." - Peter Curtis, Curtis Paralegal Services, Guelph
"Being concerned parents of a fine young man with an accepted disability, it was suggested that we pursue the Registered Disability Savings Plan. Our preferred approach was originally to consolidate this with our local well known bank in 2012, where our son had been a client for many years.
In the absence of knowledgeable staff, we defaulted to Ken White of Investment Planning Counsel/Guelph Financial based on a recommendation from Eileen Quinn, Disability Estate Management Specialist at Miller Thompson in Guelph.
The RDSP set up went very smoothly and we are extremely pleased with both the personal service, and with the grant and bond money received!" - R & J Douglas; Fergus, Ont.