“Scott, Sonja, Kelly: You guys sure know how to impress a client. Donna and I walked into your office and were greeted by Sonja and Kelly by our first names. We hadn’t seen them for months. They knew who we were and within 5 minutes we were sitting in front of Sonja with Kelly near by. They knew what we were there for and already had a plan on how best to accomplish the task. They knew who our son was and his children and how best for us to invest in their education funds. “Most impressive”. Thank you ladies very much. Donna and I feel very comfortable in calling on your advice and help when we need it.”

"We have been using Scott along with Sonja for several years. When it came time that they found a benefit to switch firms and go on with Wellington-Altus, we felt we had a big decision to make. The easiest and most simplistic would be to stay where we were, get to know a new advisor, hoping it would work out, but knowing they would not be able to be involved with us the way Scott and Sonja had. When we continued to think about it, we realized that we were more than customers with Scott and Sonja, and they were the reason why we were so happy with that part of our life, the investments, and that it was them that provided us the service and support we needed, and not the financial firm they were representing. Looking back now, it was not a big decision but in fact a very simple and easy decision to make, and now with the addition of Kelly and others, there is family like environment that is always there to support us through advice, education, as well as added value in many other aspects of our life with where we are at, and what is next for us as we transition through the next stage in life. We will always recommend Scott, Sonja, and Kelly along with Wellington-Altus Leduc to everyone. We could not be happier with the relationship we have with everyone there, and the benefits that have come with it. Thank you Scott, Sonja, Kelly, and everyone at Wellington-Altus Leduc"

“Hi Scott, Tyler did great in the call today. Very prepared, very professional, and very patient. It’s not the norm to have young, high-quality individuals such as Tyler. I just wanted to say thank you and I appreciate both of you assisting me.”