Client Testimonials

"From a grateful widow.....

When we are young, healthy and busy with everyday life, we sometimes forget that the time might come when we will be confronted with illness and find ourselves unprepared financially. I am extremely grateful to Ron Sangster from Success 'N Planning for financial advice he gave to my late husband and myself a few years ago. My husband was self-employed and I was a stay at home mom with three children.

We did have life insurance and my husband was saving yearly towards RRSP. Ron gave us guidance as how best to invest in RRSPs and RESP for our children's' education.

Ron suggested to my husband that we plan financially for unforeseen events so that we would be secure if he was to become ill and unable to work for a short or indefinite period of time. Being self-employed, EI benefits would not be available. My husband took Ron's advice and we were very grateful for that advice - A few short years after that, my husband became ill and was diagnosed with cancer and the prognosis was not good. Thanks to Ron, the planning was done and we were secure for the two and a half year period until my husband passed away.

Ron was more than a financial advisor. He is a very kind and compassionate person who has his clients best interests in mind. He came to the hospital and to our home during the time of my husband's illness to help us fill out necessary documents. Anytime we had any questions, Ron was there to help us.

Since my husband passed away, Ron has helped me to organize my financial affairs and I know I can count on him and his associates for honest and good advice. Whatever your financial situation is, Ron and Success 'N Planning will be able to work out something to suit your needs." - Sarah M.

Client Testimonials

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