What Doug’s clients say about him…
"Doug Beck has impressed me as a Financial Advisor because of his ability to provide sound recommendations on investments across the spectrum of stocks, mutual funds, income trusts and alternate investment vehicles. Doug has taken the time to understand my financial needs and sensitivity to risk and I feel very comfortable in working with him to regularly review and modify my holdings to reflect both market opportunities and risks. Doug’s style is very refreshing in that he isn’t dominated by making money for himself through large commissions and he doesn’t simply recite the latest “analyst's picks”. He is diligent about understanding each investment he recommends including the company’s management team and in many cases has allowed me direct contact with key personnel in the companies we invested with. I believe it’s very important to know and trust the individual you’ve selected to manage your investments, and I would highly recommend Doug to anyone looking for an advisor who can be relied on to personally manage your investments as if they were his own."
"Doug came with good referrals from friends and associates; however, initially it was a difficult decision for us to give up ‘control’ of our investments to a stranger. Over the past few years we have built a relationship where we debate the risks versus the rewards, but the final decision ultimately does rest with us. Managing for the long term is the purpose, so whether we get consumed by the newest market hype or downswing, Doug is readily available to discuss our action plan and whether it is appropriate under the circumstances. Having professional help to structure and manage our portfolio was our best investment decision.
While the above could be applicable to many investment advisors, our working relationship is built on one critical factor - trust. Doug has proven his ability through background investigations and the ability to understand our true needs to tailor opportunities that are unique to us. Ultimately, it is up to us as clients to make the final decision. There is no pressure to commit or oversell.
Last, and not least,the personal style and genuine interest that Doug displays makes it an enjoyable task."
"Prior to my relationship with Doug, I had been working with a financial advisor at one of the “Big Banks” but still felt I needed to take an active role in my financial plan to ensure my needs were properly taken care of. As my portfolio grew and these needs changed, my old advisor was not able to offer me the products and services I required. Also, I found I did not have the time to effectively oversee what he was doing. Doug’s plan for my family provided the proper mix of investment, insurance and tax advice that allowed my portfolio to flourish. I no longer feel the need to be constantly watching over my accounts and the time I do is typically spent in discussing various opportunities and strategies with Doug. He is always reachable to answer questions and his professional attitude makes me confident my long term goals will be reached."
"Like most investors my portfolio was hit hard during the financial crisis of 2008. At that time I was utilizing a competing Financial Advisory firm. My father strongly recommended that I open an account with Doug Beck as he was impressed with Doug’s handling of his affairs during those uncertain times. In only 2 years since opening my account, I have received very good advice. My portfolio is better diversified and I am much more informed about my financial situation. The web site lets me view my portfolio holdings 24/7/365. My only regret is that I only transferred half my portfolio to Doug in 2008, as my Return on Investment (ROI) has been vastly better since. I have recommended Doug to a number of friends and business associates as he is supplying quality advice, excellent service and the best returns I have seen in 25 years of investing."
"My wife and I have always been with a major chartered bank. Notwithstanding some qualified personnel, we felt that the bank's primary focus was attracting new business, with less emphasis on customized strategies for our personal portfolio. When we began considering a move,we interviewed several different financial houses and specifically looked for an investment advisor who had the appropriate credentials, as well as a track record of upgrading them. We felt most comfortable with Doug Beck. We have now moved over fully to Doug and feel that we're in the capable hands of a professional. Our objective has been met, with exposure to many new and exciting ideas and options, with the benefit of not being pressured to participate. We really like Doug's accessibility and just being able to talk to him, anytime. We feel strongly that we've made the right choice and hope to be with him for a very long time!"
"I was looking for a Financial Adviser to provide direction to our investing. Your advice on the use of tax efficient products, such as CMP, and income trusts is exactly what I was looking for. Any questions I had were answered patiently and sometimes more than once. I believe you have tried to provide a balanced long term approach that encompasses my family's total financial needs, not just investingstrategies."
"Thanks for the information Doug. As usual keeping us informed.
I would also like to thank you for what you have done to our portfolio in the past few years. Both Dawna and I are very happy how things have turned out in terms of your timely advice and persistence. Thanks to you we managed to double our net assets, this is so much better than what I was able to do on my own for the past 10 years.
We enjoy working with you and have recommended your services to family and friends. Keep up the good work."