Donna M. & Gaetan C.
Clients since 2011
We are extremely satisfied with our experience with Robert, who has been our financial advisor for nearly 15 years. His personalized and friendly approach immediately put us at ease. He truly takes the time to listen to our needs, understand our situation, and tailor his advice accordingly. Thanks to his expertise and thoughtful recommendations, we have been able to make well-considered and appropriate financial decisions.
His support goes far beyond simple advice — he is a true partner in managing our finances. Always available and always attentive, Robert has made topics that can sometimes seem complex much more accessible. We wholeheartedly recommend him to anyone looking for a human, competent, and genuine service.
C. & R. Morrison
Clients since 2015
Robert Levesque has been our financial advisor for a number of years …
We have great faith in all the decisions that he has made in our investments and we have reaped the benefits of his wise decisions in all our monetary affairs.
During our years together with him as our consultant, we have developed the upmost trust and confidence in all decisions that he has made on our behalf. Robert displays
the essence of a true professional always putting his clients interests and concerns first and foremost, and always responding to any questions in a
prompt, efficient and personal manner. We are very fortunate to have acquired Robert Levesque as our advisor.
And would have no hesitation in recommending his expertise to anyone looking for a financial consultant.
Angela Roy
Client since 2007
I have been working with Robert for over fifteen years and multiple career changes.
I am consistently impressed by his ability to analyze my current financial situation, and make recommendations for changes that are always in my best interest.
I always feel like Robert puts my needs first and I have never hesitated to recommend him to family members and friends.
Your financial future couldn’t be in better hands. - Angela
Janice & Nev Garrity
Clients since 2010
We have known Robert Levesque for approximately 15 years as our investment consultant/agent/advisor.
He has been there for us in our retirement years to help us focus on a maintenance plan for our investment funds.
He has provided us with quality service in determining our financial future.
We trust him implicitly!
He keeps us updated and helps us solve any problems or issues that arise.
We know that we don’t have to worry at all about our investments knowing that Robert is looking after our interests.
Gino Paradis et Christine Leger
clients since 2009
Robert is a very genuine person, he makes all his choices based on helping his clients.
I trust and support his new business.
I actually like paying less fees and making more!
Thanks Rob!