Testimonials

 

“Rod is a friendly, very approachable, and knowledgeable advisor.  He has designed a portfolio sensitive to my risk and comfort level.  My investments have continually grown over the past 15 years, despite all the market downturns experienced during that time.  I have trusted him to plan for my financial future so now I can enjoy the present without worry.  I would recommend him to my friends and family without hesitation.”

-- Jane Scheffler, Retired Veterinarian, Osoyoos, BC

 

“Rod has been providing excellent and sound financial planning to me for several years.  He is approachable, attentive, responsive, and knowledgeable, offering prudent advice with my particular financial needs in mind.  He is very astute about changing markets and, with my permission, takes advantage of market opportunities whilst maintaining the overall financial goals that we have set.  I always appreciate his solid judgment and practical advice.”

-- Lynda Metcalfe, CPA, CA, Consultant, Vancouver, BC

 

“For more than a decade now Rod Rezka and his team have been advising me on my financial affairs.  I truly recommend taking the time to have a meeting with him.”

-- Dr. Henry KleinHofmeyer, Retired Veterinarian, Osoyoos, BC

 

“We can’t say enough about the excellent guidance and professional advice we’ve received from Rod and his team over the years.  What’s refreshing and impressed us most is Rod’s authenticity and heartfelt integrity in his approach to your needs.  The quality of service is above and beyond what we’ve experienced with other firms.  The best part is the personal connection during our interactions - we always feel that we are more than just another client.  His years of experience have given Rod a unique perspective and skillset that enables him to customize a sensible plan that is understandable and effective.

We would like to express our thanks for the work he has done for us over the years.  Without reservation, we’ve enthusiastically recommended his services to our close friends and relatives.”

-- Brad Pendergraft, Pendergraft Land Surveying, Osoyoos, BC

-- Bev Ritchie, Retired Diagnostic Sonographer, Osoyoos, BC