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You've worked hard for your money, so controlling your risks and minimizing taxes is important. We understand that too. We know that your financial objectives are very personal, so we'll help you make the most of your investments to achieve your goals and secure the future you dream of.
We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that. We embrace investor education because it enables us to build strong relationships with our clients.
The foundation of those relationships is the one that's critically important in choosing a financial advisor: Trust. We know we must do right by our clients the first time, and we strive to make rock-solid recommendations – ones that meet both their needs and risk tolerance. We'll do the same for you.
And we'll work hard to earn your trust. We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.
Please click here to contact us for assistance with any financial questions.
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
Denny Chuang has been our financial advisor for the past ten years. My husband and I are very pleased with the commitment, dedication and professional expertise exhibited by Denny as he makes strategic changes to our investments to help us cope with the ups and downs of the Market. When I was forced into retirement Denny’s planning helped with our financial transition. Now we have full confidence in Denny’s consistent performance as he uses his skills and qualifications to ease my husband’s journey into retirement and look further into Estate Planning. I would not hesitate to recommend Denny Chuang to anyone seeking the aid of a Financial Planner.
We really appreciate that in the 19 years that we have been with Mr. Denny Chuang, he really listens carefully and is very thorough in explaining all aspects of our portfolio. Denny is forthright, honest and passionate about what he does. Denny really goes out of his way to keep us informed about our portfolio throughout the year and based on his vast knowledge of the markets will make suggestions on any improvements to the portfolio when deemed necessary. Denny is a truly caring, professional and knowledgeable financial advisor whom we have highly recommended to many of our family members and friends.
Denny has provided me with personalized, professional service such that I am confident in all his recommendations for me. I have been so satisfied with his business, that I have even sent my children to him for financial advise and investments.
I met Denny about 20 years ago. He very quickly earned my trust and admiration for the way he dealt with me. He has always offered sound financial advice. He takes the time to explain what’s going on in the market place in words I can understand. There is no one else I would rather have handling my portfolio than Denny. To anyone and everyone who is considering “hiring” Denny as their financial advisor I have but one thing to say – DO IT!!!! – you will not be disappointed.
I cannot say enough great things about Denny. His is truly a class act. I have trusted his knowledge and insight for more than 25 years resulting in steady growth to my portfolio. Denny takes the time to learn about your investment style and needs and goes out of his way to meet with you. He will often visit you in your home or while you are on a lunch break at work to provide you with a portfolio update and to make recommendations to help you navigate through fluctuations in the market. I would not hesitate to recommend Denny to anyone looking for someone to partner with to help achieve their financial success.
Denny and his team are more than just financial advisers, they are partners. I've been with Denny for close to 20 years and have found his service to be excellent. Not only has my portfolio performed, but Denny takes the time to explain his recommendations and it's performance so we truly understand what is going on. That's why it has always been easy to recommend Denny and his team to my friends and family.
We have been working with Denny for over 15 years. It is with complete confidence we have depended on him to assist us in obtaining our retirement and general financial goals. With his knowledge of our needs and how to achieve the best results for us based on those needs we continue to depend on his direction and plan to continue with his assistance in the future.
We highly recommend Denny Chuang as a financial advisor! He has managed our investments expertly since 2003, meeting with us at least twice each year to fine tune our portfolio. We are retirees and are so pleased that our investments are in such capable hands. Denny's expertise is always evident and his ability to address our individual needs is reassuring.
For the last 10 years I have had the pleasure of having Denny manage my portfolio. He is personable and highly proficient. Denny takes the time to explain how the markets are performing and provides advice on how to manage my investments, while keeping my financial goals in mind.
We have been dealing with Denny Chuang for more than 20 years as our Financial Advisor and have always had great advice from him. We have never found him lacking in any capacity ranging from empathy to professionalism and have introduced friends who are also very satisfied and have said they should have moved to him much sooner. We would highly recommend Denny without reservation.
I would recommend Denny Chuang as a financial planner. He has recommended financial advice to myself and my three kids, advising each one of us in various stages of our lives. He has taken over my wife's portfolio and has made modest improvement in her investment returns. We appreciate that he meets with us at least three times a year, advising us once again where he thinks we should concentrate on our investments. We would like to thank Denny for all his hard work.
We serve individuals, families and business in the Oakville area. Our primary goal is to help each client meet their unique financial goals.
We are never satisfied until you are.