Home

I’ve been a client of John Tabet’s for 18 years. Having someone like John as a Financial Advisor not only helps me rest easy knowing that my retirement savings are being extremely well-invested, but that they’re managed by a man of integrity, thoughtfulness, kindness and knowledge. I trust him implicitly and he and his team feel more like family than business associates. I don’t know too many advisors who care so much for their clients.

A few years ago, I experienced the sudden and unexpected loss of my long-time spouse. Within the first week, John drove from Oakville to Toronto to meet with me and almost immediately let me know that financially I was going to be “absolutely fine”. When life throws you that kind of curveball, it’s so important to know that you have support and dependability in your corner. I am blessed and thankful to know that I continue to have his invaluable support, just one phone call away. I recommend him without the slightest hesitation. Thank you so much John and team.
Margaret M.

My wife and I have been clients of John Tabet for over 20 years. We have been very pleased with our deep and long-standing relationship with John and his team of professionals.

We initially started with our personal portfolios, and were immediately impressed by the high quality service they provided. Because of this, we transferred my parent’s estate over to them and recommended his firm to many of our immediate family members. At an early age, we seeded a small fund for each of our children and John became their broker of record too.

John spent “patient time” with each of the children educating them on stocks, bonds and investing. They enjoyed the strategic and personal attention from John that allowed them to grow both personally and professionally. We are pleased they are both on the path to financial independence as a direct result of his guidance. We couldn’t be more thrilled with the progress.

John’s advice is highly regarded by all those who surround him. He is a true professional, a rock-solid confidant and a friend.
David P.

We are feeling “like a million bucks” after our “Financial Retreat” this afternoon. Your advice and knowledge bolster the dreams that we are making into reality and gives us the courage to imagine some new ones.
Lisa S.

John is a knowledgeable and competent Financial Advisor, who is very approachable and trustworthy. He communicates his recommendations and ideas clearly, considering the level of financial planning expertise of his clients.
Anne E.

John understands relationships and knows his world well. He is a friendly, knowledgeable and helpful financial advisor. I have recommended him to many and will continue to do so. He is the consummate professional. I trust him and find his work to be thorough, detailed and always comes with a personal touch.
David P.

We have been satisfied clients of John Tabet for over 10 years. He has advised us regarding our investments, insurance, taxes, wills and estate planning. I find he is sincere, honest and trustworthy and we would recommend him to our close friends.
John & Heather K.

John has shown wisdom in both investing and fiscal guidance for our family. I highly recommend him for financial planning and direction. Hockey, on the other hand, not so much.
Jamie C.