WHAT PEOPLE SAY

I recommend Gené to my friends at every opportunity because I appreciate her ethos. I experience her as motivated by integrity and human relationship values more than by just business goals. I have confidence in her professional knowledge and expertise, but I also value knowing her as a person and sometimes sharing time over a cappuccino.

When we originally consulted with Gené Scott 16 years ago, it was to merely appoint her as our financial advisor. Over the years, our relationship has evolved into much more than just a professional one. We consider Gené to be a close and trusted friend who has seen us through many ups and downs and whom we have come to rely on for her solid good sense, reliability and integrity. Her financial advice has always been sound.

Carol and I have appointed Gené as our financial planner. Her expertise, independence and objectivity translate into a cogent, personal and appropriate plan for us. This has been a valuable experience for both of us since we can bounce our investment ideas off her and get to the answers that are right for us. Her team and colleagues make our lives simple and her guidance, frankness and sense of humour keep the experience personable. What I want, clearly and simply.

Sean has acted as my Wealth Advisor since 2012, managing my financial profile in its entirety. He has taken great care to explain the various options I have available, what to consider and potential outcomes. In a time when financial security and sage advice are scarcities, he has gained my trust by being consistent, transparent, and available. I have no hesitation recommending Sean and shall continue to make use of his friendly, kind and professional service for many years to come.

Sean has been our sole financial advisor since 2012. I've always been impressed by his knowledge and he goes out of his way to offer more than just advice about products. Sean makes it easy to invest by eliminating a lot of the hassle. He has shown that he genuinely cares about my family’s well-being and is always extremely accommodating. I have referred many of my friends to Sean.

Without going into details, we had a complex situation involving a few people, but Charles knew exactly what route to follow and simplified the entire issue quickly and efficiently, earning our most appreciated thanks! He is extremely professional, knowledgeable and very happy to help with things beyond his calling. We cannot recommend him highly enough! Thank you, Charles, from the whole family, whose lives you have enriched!

Charles was recommended to me by a friend, and from our first contact, he was flawless in the execution of what needed to be done. Not only did he undertake the work, which proved to be full of challenges, pro bono, but he went above and beyond, offering his services as an individual, not just as a consultant. Charles was selfless, thorough and utterly tenacious in helping us achieve our goal. It goes without saying that recommending Charles is a very easy thing to do.

At PortfolioMetrix we have a strong preference for deep, meaningful and enduring relationships. Consequently, we are very discerning about the advisory firms with which we choose to partner. Centric Wealth is a truly world-class advisory firm. We are extremely pleased to count it as one of our clients and look forward to continuing the relationship indefinitely to the benefit of all parties concerned.