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!
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.
We are not all skilled in the matters of managing money to achieve goals. The Bucket List Program helps you to identify and organize your goals and to develop a strategy to realize your dreams. The Bucket List team has the skills.
We have enhanced our lifestyle with the purchase of a motorhome and look forward to further travels.
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 and older should look at their financial future as soon as they can. Having highly skilled professionals such as Richard and Anne make the process smooth and as stress free as possible.
We have both big ticket items and smaller ones on our list. An annual bucket list item that we have checked off every year is a Florida vacation. We have a new TV, home improvements, dream concert getaways, as well as numerous mini bucket list items.
The customer service that Richard, Anne and the entire team give is unsurpassed! We are very conscious of customer service and the level of detail and services they provide are second to none. Truly a life changing experience!
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.
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.
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.
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 financial security.
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 past my main focus was to pay bills and that seemed to be as far as our money could reach. Even though we were young we started seeing people whose health was preventing them from doing the things they had always thought they could do “later”. We wanted to get out there and really start living and creating wonderful memories with our family. Richard has helped us do just that! He is there to answer our questions whenever we need him and to guide us down the best financial path. He has made tax time a pleasure with solid financial advice that always helps us get back a great return. I love stopping in to see Richard and hearing how much our money has grown, then being able to use it for whatever fantastic item we want to check off our bucket list next. I can’t say enough how wonderful it is to know that our money is working to pay us back. We know that our retirement is secure and we will be financially able to continue making memories with our children and their families. There is a lot to be said for a good night’s sleep and I owe it all to Richard and his team.
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!
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.
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.