Providing Wealth Security
for Your Business & Family

Client Stories

Claude Kayal is very professional and I admire her sense of integrity, attention to detail and desire to excel. She is knowledgeable, consistent, proactive and innovative. I have referred people to Claude and am confident that they will be looked after as well as I am.
A.K., Partner, Real Estate

 

There is a big trust factor with Claude Kayal. She knows what she is doing and does it in an honest, caring manner. I know that she will be there when needed. What I am really buying from her is peace of mind.
E.N., Co-President, Manufacturing

 

Claude Kayal keeps things uncomplicated. She gives simple explanations that I am capable of understanding and it is because life insurance and investments are complicated and I need a clear understanding that I changed advisors. Claude is trustworthy and helps me make decisions, putting me first and finding solutions based on my vision and my objectives. She treats my money like it is hers. She is reliable and caring and I get the impression I am doing better than others because of this.
J.A., Owner, Event Services

 

What I like about working with Claude Kayal is her customized, personalized approach to things - knowing what I need, giving good advice, and keeping me informed. She is very personable and has a great attitude. Most importantly, she gives solutions to people’s problems.
N.J., President, Computer Software

 

A friend of mine recommended Claude Kayal to me and I felt very comfortable with her soft approach right away. She understands the market and my needs and has provided me with very successful initiatives. She follows-up with me regardless of market performance and provides clear and convincing explanations.
R.C., President, International Trade

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