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
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
Discussions about the Bucket List Program have brought about the actualization of one of our list items this past spring. As a result, we were able to add numerous activities to our list because we are now considering opportunities from a different perspective. We also feel that we have officially launched our bucket journey, and what a ride it will be!
Paulette Richard & Kenny DavisSummerside, PE
As my husband and I edged closer to retirement, we employed Richard’s expertise to maximize our fiscal options. Financial planning strategies via The Bucket List Program and leverage options were instrumental in affording a sense of security. We are grateful to the “Harvey Team” who have provided enlightening, timely and astute guidance. Three generations of our family have flourished under the Harvey and Associates management team. We heartily endorse their successful approach to financ…
Norm & Ellen DuinkerHalifax, NS
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
Before meeting Richard Harvey and his amazing team I spent a lot of sleepless nights worrying about money. Now, five years later, all I can say is I wish I had met him sooner. My husband and I both had good jobs but just couldn’t seem to get ahead. I knew that there were people out there who not only worked for their money but better yet had their money working for them and that is what I wanted. Richard has helped us start living our dreams. Living out our bucket list became a reality. In the…
Lesley & CraigMississauga, ON
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.
Eric & Judith GallantSouris, 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
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
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.