We have been clients with RBA for over 25 years. Todd, Heather, and the rest of the very competent Meaford RBA team respond promptly to any phone calls or emails from us. They are thorough and conscientious in their attention to detail on any documentation and have helped us navigate the transition to electronic forms. We appreciate the staff’s professional yet casual and friendly manner each time we interact with them.
As our financial advisor over all these years, Todd has given us new and creative recommendations consistent with our goals, values, and stage of life, regarding tax planning, short- and longer-term financial planning, and estate planning
We appreciate having RBA/Meaford supporting and advising us in 'all things' financial.
What we love is that Todd is a successful entrepreneur outside of the investment landscape as well as inside. This brings a rich perspective to challenges your clients may have. Recently I was mulling over some financial issues and was not sleeping well. After consultation with Todd, my concerns were put into perspective, and I was able to sleep wonderfully. What was shared made sense, coupled with easy-to-understand strategies. Above the financial concern, the optics for the rest of the family on any allocation of funds to one family member in advance of others was addressed and attention to detail most appreciated. Also, strategies were discussed on how to ensure long term financial security for the family unit while keeping in mind financial security of a longer living family member, something that had not been addressed with past financial advisors. After being with a banking investment advisor and then joining RBA, it became clear that their hands are tied in many ways. We love that the RBA team have an open scope on investment strategies.
The Dalai Lama says unequivocally that happiness is the goal of life and your guidance has helped us meet this goal by allowing us to live our best life with financial security well into our future. Simply put, the mistake we made was not join the RBA fold much sooner. As you know, our friends who are your clients are ecstatic about the return and support given by you, a feeling we share. Todd and the RBA team have the ability to give peace of mind, so important when dealing with one’s livelihood.
We Value Our Client Testimonials
Clients trust and appreciate the knowledgeable, unbiased, personalized guidance our team provides.