Talking About Earle

We’ve enjoyed working with Earle for almost 30 years, including when we operated our store. Several times he was able to help us make the right decisions and interpret the world of finance in a manner that a human can understand

Ron and Betty Pequegnat, Retired Business Owners, Guelph, ON

The thought of securing Life Insurance was a task that I never wanted to consider however Earle made the process very simple, and hassle free. I’ve known Earle for 10 years and trust him with my life… literally now I suppose.

Rob Vendetti, Bell World, Conestoga Mall
Earle has an unwavering commitment to his clients. We’ve known and worked with him for over 15 years and have always appreciated his genuine concern and experience.

Dr. Tom and Dr. Sharon Lee, Waterloo, ON

I met Earle 30 years ago when he was a bank manager, and I’ve had the pleasure of his advice ever since. It’s not only his knowledge of investments and insurance but Earle has a vast network of connections in all areas that he draws on to help out his clients. My first call for help with financial challenges is always Earle.

Andrew Schuster, Pres Crate Designs Ltd, Chesley, ON

I met Earle at the Bank 15 years ago and while we lost touch for a few years we have been working together for the past 4 years. He helped me with my practice expansion and now I depend on him for help with financial matters that I run into on a day to day basis

Dr. Everardo Ramirez, Dentist, Kitchener, ON

Earle’s been working with me for 5 years, guiding me in matters of investing, insurance and financial management. His depth of experience has positioned Earle to be a great resource in all of my financial dealings including property purchases and special financing.

Tony L. Abbott D.Ch. Abbott Foot and Ankle Clinic, Collingwood, On
The Abbott Foot and Ankle Clinic

I’ve worked with Earle for more than 20 years and have always found that his clients’ needs are his highest priority. He searches for the best and simplest approach when advising my family. He has a large group of contacts whom he calls on to help his clients with virtually any financial matter. He has been one of my most trusted advisors and I’m always proud to introduce Earle to my friends.

Mr. Raj Vakani, Pharmacist, Markham, ON

Earle’s always been there for me, for the past 15 years. I’ve discovered that his background gives him a unique perspective on the needs of professionals like me. Earle sure makes my life easier; he’s so well connected that he’s become a good reference resource.

Dr. Raymond Lee, BMath, DDS, DipPaed, MSc, FRCD(C), London , ON

I met Earle when he became my patient 12 years ago. He has been able to solve almost any financial problem either by himself or by drawing on resources and connections that he has. He has taken great care of our financial needs. He certainly isn’t like any other financial guy we have ever met.

Dr. Gerald Rosenstein and Barb Duffey- Rosenstein, Nephrologist, Kitchener, ON

"I was introduced to Earle several years ago while setting up my practice. Since then he has helped me deal with any number of financial matters through his personal knowledge and professional connections. Earle takes on and solves the challenges that I don’t have time for."

Dr. Chris Borth, Urologist, Waterloo, ON

"With a busy dental practice and family, Earle gives us comfort that all of our financial affairs are receiving excellent attention."

Dale Burgoyne and Dr. Allen, Specialist in Prosthodontics, Waterloo, ON

"Our financial health and well-being is in great hands!"

Ellen Pace and Dr. Ron Pace, Surgeon