Meeting Richard and Anne has turned our financial lives around 180 degrees. Before the Bucket List program we were always talking about new financial strategies but we did not know how to make them happen. Richard not only made these things happen, he also had numerous other ideas that have had a tremendous impact on our lives.
Retirement is something that is off in the future, or that is what we were thinking. All of a sudden, retirement is a very important topic and people both young an…
Lorienda & Tim GarrityCornwall, PE
Upon introduction to Richard and Anne Harvey, I was struck by how forthright and honest they were in helping me try to understand the meaning of how to invest wisely. Their integrity and knowledge acquired after many years in the business reassured me and gave me much peace of mind. I sincerely thank them.
M. I. TrainorCharlottetown, PE
We had been with Richard P. Harvey and Associates Ltd. for quite some time in PEI before moving to Ontario five years ago. Richard provides honest, professional and prudent financial advice to us and we are very happy with his services. The Bucket List has been beneficial to us in our plans to live a better and more relaxed life. We have been able to track and document our day to day expenses, curtail some unnecessary expenses and build better plans for the future.
Sunday & Nadia OvemuraiSaskatoon, SK
Avec M. Harvey, j’ai appris à voir les chiffres sous un autre angle. Je sais maintenant qu’avec ce qu’on a, on peut toujours faire mieux si on est bien conseillé. Je me sens maintenant plus confortable face à ma retraite.
Danielle Girard Stanley Bridge, Î-P-É
“I love working with Richard and Anne for their professionalism, knowledge, and most importantly, their genuine care and interest of my (and my family’s) well-being. They have given me confidence in taking steps to ensure my financial picture is strong and secure. Thank you!”
Kelley Carpenter Stratford, PE
Five years ago, Richard Harvey and Associates were instrumental in supporting my mother as she navigated her personal finances after my father died. Richard and Anne’s professionalism (and patience!) was ever present and we acknowledge their commitment and dedication to secure our mothers’ financial future.
Norm & Ellen DuinkerHalifax, NS
For years we thought more about saving money rather than doing anything with the money we were saving. At that rate we would eventually get too old to enjoy it. We remember our first meeting with Richard. It seemed like we were going to the doctor with a list of symptoms and no idea what the problem was. Richard examined our portfolio, sorted it all out and provided the prescription for success. Now we are more comfortable with our investments knowing that they are being well managed.
Mel & Rita AucoinGuelph, ON
I have been a client of Richard Harvey’s since 1999. Richard and his staff provide great service and great advice with great results. I would encourage anyone to obtain financial assistance from this firm and reap the rewards. It is a pleasure to be associated with this professional financial planning group.
Dr. Ed PineauAnglo Rustico, PE
Depuis que je suis un client de cette firme, j’ai été en mesure de constater la qualité de l’accueil de cette équipe, qui est toujours très amicale et conviviale, ainsi que les services eux-mêmes, qui sont toujours de nature ponctuelle (à temps), prévoyante dans nos meilleurs intérêts et très professionnelle. En effet, au cours de nos rencontres, nous avons été formés et sensibilisés à l’importance de la planification et de la gestion financière qui doit faciliter l’amé…
Edmond RichardBreadalbane, Î-P-É
Implementing our own Bucket List Plan has been such a rewarding experience. The restructuring of our finances has enabled us to realize more prudent spending patterns with great results.
Having a competent manager and diligent monitor gives us peace of mind and confidence in our financial plans. We appreciate the thoroughness, patience, and professional expertise put into the planning process. The staff is very helpful and friendly.