Titan Oak Financial Services Inc.

Retiree

Andrew is awesome! I never have to worry about my investments. He knows what he is doing. I trust him completely. He takes the time to explain things to me in a way I can understand. Would not want to deal with anyone else.

-Pat

Business Owner - Now Retired

Like most business owners our energy and time was dedicated to operating our business to be successful. In the back of our minds, we knew investing was important to provide for our retirements. In our case the energy running our business left little time to research and invest. We knew how to work hard and how to save but without a plan we had no sense of security or what our retirement future would look like.

In 2017, we had our first meeting with Andrew. It was truly beneficial. Andrew listened carefully, provided education, assessed our risk levels, and our plan was developed. It was such a relief to have a clear investment and retirement plan. He has been with us through many ups and downs of our life as well as ups and downs of the stock market.

Andrew has always provided to us sound reassuring advice and education. Staying consistent to our plan allowed us to retire in March 2024. We are grateful to Andrew and the service he has provided to us and continue to trust him fully with our investments. Honestly, we would not be where we are today without the guidance and support, we received from Andrew and his lovely Service Associate Jenni.

-Cindy & Mike

Approaching Retirement

Andy has been my financial advisor since 2016 when I was in my late 40s. When we met, I was recently divorced and did not have enough funds for retirement. With his calm, reassuring, friendly and expert guidance, he helped guide me through the ups and downs of the markets to put me on a solid financial footing. I highly recommend Andy and his team for their financial planning and management services. 

-Francois

Business Owner

One of the smartest financial decision's I have made is going with Andrew, my only regret is I didn't meet him sooner. I've had several financial planners over the years. Andrew is a step above the rest. He's always given me excellent advice. He understands my needs and wants, and I am confident in all the advice I receive. 

-Norma