What Clients Say About Richard Navarro, CFP

Responsible Young Couples like Chris and Lyn Stein, clients since 1999

"Richard was recommended to us by friends several years ago, right at the time we were looking for a financial manager we could trust. He has proven himself with attentive, personalized service and successful management of our investment portfolios through both up and down cycles in the market."

Thank you for all your years of great service!

Wise Business Men like Brad Miller who owns Advance Bending Systems in Langley, BC and IMW Industries Ltd. in Chilliwack, BC.

I have known Richard Navarro for more than a decade, going back to when he was still representing World Vision Canada in BC. I know him to be a man of integrity, one who will look after others' interests first. When he started in the insurance business in 1995, I transferred my mortgage insurance to him. Over the years, he continued with his education resulting in his being given the professional designation CFP.

This year, he has competently advised me on business-related insurance protection and most recently with business continuation and succession planning. He works with lawyers regarding Buy-Sell Agreements and other issues which business people like myself are too busy to spend time with. His advice has been valuable and I recommend him to anyone looking for a professional advisor. (November 2003)

Daring Entrepreneurs like Elmer Niezen of Ironside Design Manufacturing Inc. in Chilliwack, BC

Richard Navarro is a financial planning professional skilled in listening and advising businessmen such as myself on important issues which concern us. As President of a manufacturing company in Chilliwack, BC, I do not have the time nor the inclination to research ways of protecting my business from unforeseen risks now and in the future. Richard has been very helpful in this regard. He and his team - he is comfortable dealing with lawyers and accountants - have given us valuable guidance this year. I expect continuing guidance in the years ahead as he keeps us informed of changes in legislation, etc. that will affect us.

In addition to my business-related needs, I also have trusted Richard with our personal and family insurance protection and retirement planning concerns Richard Navarro is a Certified Financial Plannerwho can be trusted It is my pleasure to recommend him to you.

Professionals like Dr. Derek Hitchman and his family

After several years with a large investment adviser yielding minimal returns, we were very pleased to find that after our first year with Richard, in a similar risk/diversification plan, our accounts had yielded 17% and 26%.

In addition Richard's personal attention and integrity have been very reassuring.

Young Professionals James and Portia Geczi and their two very young children

Referred to us by close friend Eileen, my wife and I first consulted with Richard in July 2003. We started our insurance protection plans which he recommended and found these to be appropriate to our needs, our goals, and our budget. In October of the same year, we began our RRSP investment programs and Richard has been managing our retirement funds since.

He is a professional, is knowledgeable, and most importantly for us, is proactive. Raising two young kids keeps us very busy and we don't always have the time to look after our retirement funds. Richard allows us to enjoy what matters now, not what is going to happen 25 years down the road. He gets us the results we are looking for!

Thank you, Richard.