The following are just some of the many testimonials we have received over the years. The greatest gift we can receive is the introduction to a friend or family
Insurance and investment products are offered directly through approved carriers. The information on this website is intended for residents of Ontario only.
“Working with Chris has been an experience we cannot regret. With his help we were able to buy our first house, invest in our future and save for our retirement. Chris is always easy to contact and provides prompt service with options to cater to our financial needs.”
- TC and Yvette D
"Christopher Rovert has provided me long term financial planning without making the process complicated or overwhelming. When I had found myself in a position to plan out my future properly he was there to listen to my goals, work them into a plan that was simplistic enough to understand and made the process less about the money I had, the money I would have and more of the human connection to seek common ground for all our wants and needs. He is not the number crunching cold financial security advisor one would expect. He is actually more like the close friend you seem to have always known who is looking out for you as he always has."
– Christopher C
“I recently met with Chris Rovert where he did a comprehensive review of my current insurance and put together a new plan for me. He handled everything in a professional and thorough manner. I was really pleased and would highly recommend Chris' services”
– Peter A
“For the past several years Chris has been our financial security advisor. During this time whenever we had questions all we had to do was ask for him to provide us with the answers. He also helped us move some of our monies around to our benefit which has been helpful. Whenever we needed to draw on any of our funds for whatever reason he was of great assistance.”
- Cathy & Don T
"As individuals who have always just "assumed" you should deal with your bank for all your financial needs, it was foreign to us to go 'outside the box'. Chris was referred to us and after meeting him for the first time it wasn't a question that he was the guy we needed to be dealing with. His engaging personality as well as his true genuine concern for our families financial state has created both a professional and personal friendship that we look forward to for many years to come. As a young couple with 3 children we have complete confidence that Chris is going to grow with us"
- Jeff and Shannon J