It is crucial that your Financial Advisor has adequate experience and qualifications, but at the end of the day the advisor-client relationship comes down to trust. Greg MacPherson's financial practice, now in its 25th year, has received awards and recognition for the growth of his business. This growth was achieved primarily by word-of-mouth and referrals. Doing that in a small community like Woodstock is near impossible if you aren't doing a good job for clients in the long-run.
Because trust is such an important part of the relationship, a few clients were asked if they would share their experience with others who might be considering doing business with Greg's office. The names of clients and their dealings are always very strictly confidential. The following people were given the option to use their name or remain anonymous.
"Since working with Manulife Securities in 2009, Greg and his team have met and surpassed my expectations and understanding of working with financial advisors. They take the time to really know their clients which gives me high confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Planning retirement, at the same time being conscious of the unexpected, has been much easier thanks to Greg and his team."
Kim Prosser, Windsor, NB (client since 2009)
"Greg MacPherson of Manulife Securities, has been our advisor for a goodly number of years. It was the best move that we ever made concerning our financial future. After years of hot and cold growth; and mostly cold from the Chartered Banks in our area; we visited, discussed and decided the best move we could make was to put our trust in Greg MacPherson. It was the best move we ever made. We just wished that we had made the move 22 years ago. He has never let us down; has been forthright and truthful; and has followed the course we plotted with his advice. Greg also helped my father in law in his last years with sound advice. We also appreciate Greg's involvement in the community at large, from volunteering to service clubs. So for us, Greg has given us the correct advise and security that we deserve."
Pauly & Harold Crabbe, Florenceville-Bristol, NB (clients since 2011)
"We moved our investment business to Greg in 2002 and we have never looked back! When working with Greg you know you are working with a professional!
We have been pleased with the level of service provided, promptness in delivery but most importantly, the quality of the work he does on our behalf. Over the years we have not hesitated to call Greg and ask for his opinion. We have been investing with him throughout various market cycles, including the crash in 2008, and always know that we can turn to Greg for sound, solid, value investing advice.
Most of our friends are quite shocked to hear that we converse with Greg quite regularly. Some of them don’t have that relationship or comfort level. Many folks don’t feel they understand investments so they shy away from asking questions.
If we have questions and want a clear, concise and accurate up-to-date investment picture, Greg gives it to us in a language we understand.
As we have moved into the retirement side of life, we are completely confident that Greg will continue to look after our interests. We have been able to retire in comfort mostly due to the work he has done for us. We truly believe we wouldn’t be where we are today if we were with anyone else!
If your business isn’t with Greg, it is truly your loss!"
Candace Morgan & Clarence (Terry) Koenig, St. Albert, NB (clients since 2002)
"Greg takes great pride in the work he does for his clients and in his community. He is reliable, trustworthy, professional, knowledgeable yet, not afraid to ask for the resources necessary to provide the right solution for his clients. He invests in himself, his business and in his staff to provide holistic financial planning with the goals of the client in mind. I have witnessed first-hand that Greg works in the best interests of his clients to provide them with peace of mind."
Martin Mollish, Former Regional Director, Advisory Services, Atlantic Canada (Manulife Financial)
"Greg MacPherson is our friend and financial advisor, being one of his first clients. We have known Greg for a long time and truly trust his judgement and recommendations. He is always more than willing to discuss our portfolio at any time, as well as an annual review. Greg wants his clients to receive the best possible advice and thus believes in his own continuing education. We have confidence in Greg as our personal financial advisor and highly recommend his expertise to any one."
Ann & Bob MacNally, Woodstock,NB (clients since 1997)
"We became aware of Greg MacPherson’s work/expertise in the investment field from the time he started in the business, through his interesting articles in the Bugle-Observer and word of mouth from people who knew him well personally. We were pleased with his university education in the business discipline. However, even though an attempt was made to consider using his services several years ago, it has just been over the past two years on the advice of our daughter and son-in-law, that we eventually turned our investment portfolio over to Greg and his staff. Since then, we have been very pleased with his interest in us and the respect he has shown not just for our financial goals but our whole life style as well. We are impressed with his knowledge of the various investment options & his calm demeanor in thoroughly explaining the rational for recommendations that will help meet our goals. He is never hurried and always invites us to return anytime for further discussion. The end decisions are our own. Greg is very professional, understanding and supportive of us, never pushy or overbearing. He is more like a friend than a trusted Financial Advisor. We enjoy our relationship and look forward to good return on our investments under his tutelage."
Brian & Suzanne DuPlessis, Woodstock,NB (clients since 2016)
"I have been with Greg for 20 years. I do believe he works for his clients and has their best interest always in mind. I trust him."
Mac Caldwell, Woodstock,NB (client since 1998)
"It is with a great deal of pleasure that I write this testimonial for Greg MacPherson. I have known Greg for almost 20 years, first as a business partner/financial advisor and for the past 10 years, since I retired, as my financial advisor. During our time working together, I found Greg to be very knowledgeable, ambitious, and always willing to be current in the world of finance. Honesty and integrity are two of Greg’s greatest characteristics. When I retired it was an easy decision to retain Greg as my financial advisor. I have complete confidence in his recommendations and advice regarding my financial matters."
Paul Wilson, Nackawic,NB (client & former Financial Advisor)