"I'm immensely grateful to have had Keith Dyck as my trusted financial advisor for over a decade. Keith's expertise has been invaluable in navigating the complexities of personal finance. He thoroughly assessed my situation, aligned a customized plan with my goals, and effectively evolved my portfolio through retirement. In uncertain times, Keith's steady guidance and reassuring presence helped me make informed decisions. What sets Keith apart is his unwavering commitment to my financial well-being, excellent communication skills, and consistently sound recommendations that protected my portfolio and ensured long-term profitability. Working with Keith has been one of the best decisions for my financial health, and I confidently recommend him for his professionalism, expertise, and dedication to success. His impact on my financial journey is truly appreciated"

“We have been very happy with our relationship with Keith Dyck since we moved our investments from a bank to Wellington-Altus. The performance of our investments under his guidance has been consistently reassuring. In this unpredictable world, having someone we can trust and depend on without any big surprises is a comforting feeling. Keith sets up regular meetings to review our situation, makes recommendations and with our approval, updates are made to our portfolio. Keith's commitment to understanding our risk and sticking to the strategy we created together gives us confidence that our savings are in good hands.”

"Working with Trent as my financial advisor has been a privilege, and I'm always impressed by his expertise and professionalism. He's done an excellent job managing my portfolio, consistently meeting or surpassing my expectations, while diversifying my investments to keep them balanced and resilient. Trent's ability to explain financial concepts clearly is incredibly valuable. He makes it easy for me to understand and stay updated on what's happening with my investments. Additionally, he's prompt in addressing my questions and concerns, which gives me the confidence to make well-informed decisions. I have complete trust in Trent's judgment and skills. I would highly recommend him to anyone looking for a reliable and knowledgeable financial advisor who genuinely cares about their clients' financial well-being."

“We have known Trent Danielson ever since we were young, enthusiastic, hard working economists just starting out. We were even newlyweds! Trent helped us with our finances over the years and kept us on track with our goal of retiring as soon as we could. We are now older, wiser, retired folks who are living the dream (we are even still married - but I don’t think Trent can take credit for that!) although he did help with getting us to the “retired” part at a young age. Over the years, Trent has always been a calm voice of reason, re-assuring us during the bad times (Hello Financial Crisis and Pandemic) and keeping us on course during the good times. We followed him to Wellington Altus and are impressed with the team he has put together. They always answer our questions (no matter how obscure) and requests quickly and efficiently. We are very satisfied customers and have recommended him to our friends and family. We look forward to dealing with him and his team for many more years to come.”