Clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.
Dave has been a driving force in helping me to gain control over my debt and finances. I had gotten myself into financial difficulties and was considering many options to try to get out of the stress of debt. Dave took a very calm approach to me and worked with me in setting out goals. His approach assisted me in learning to slowly and steadily make progress towards decreasing my debt and organizing my finances. Dave never made me feel that I was a failure. He made me realize that I had the ability to make financial improvements which in turn has decreased stress. I am now in the process of rebuilding a retirement fund and a savings account. This is something I felt was not possible several years ago. Thank you Dave.
My wife and I have enjoyed working with Dave Tobac and the Tobac Group for several years now. The services provided and the personal attention to our specific needs have been outstanding. Like many people, our understanding of the investment environment is limited. Knowing this, Dave has guided us through the process with a keen awareness of our needs and prudent anticipation of our future goals. In the current uncertain market environment, Dave has been quick to respond and communicate with us regarding our investments. Dave’s knowledge of the markets and trends has given us a feeling of security and confidence in our choice of Tobac Group Private Wealth Management. Besides investments guidance, we have also received help and direction from the Tobac team with mortgage planning and preparing for property purchases. The process was handled with efficiency and a level competence that made it a pleasure and not a challenge. Our hope and goal is to continue the great working relationship with Mr. Tobac and the Tobac team for many years to come.
My wife and I are very comfortable with David Tobac and his staff. It is like talking to a friend, as David takes time to get to know you, your family, what goes on in our lives and our financial needs both now and for our retirement, and tailors an investment plan to best meet them. He takes time to explain new investment proposals or changes in our portfolio in a clear and easy to understand manner. He meets regularly with us to discuss how our plan is going and recommends changes that he believes will keep our goals on target. When investing you need to trust your feelings and instincts and deal with someone whom you feel most comfortable with and who think will best help you reach yours goals. David Tobac is that someone.