For over 15 years, we have been extremely satisfied clients of Fitzsimons Financial Group Inc. Brian and his team have provided us with exceptional service and advice and we trust him with all our financial needs. We were dealing with banks and other financial institutions and we thought we were getting good advice and guidance until we sought the assistance of Fitzsimons Financial. Brian and his team provide a much higher level of service and advice, which has generated better returns and outcomes. We can schedule appointments, when needed, and they are always in the comfort of our home!
Through Brian and his team’s expertise and advice, we have enjoyed steady and consistent rates of return, which have always been correct and right on the money. While big banks are busy concentrating on making billions of dollars in net after tax profits per quarter these days ….. Year-after-year, Brian has consistently concentrated on making our account values grow.
As well as overseeing our investment needs, Brian has also looked after our insurance needs, education needs for our son and our retirement planning needs. Over the past 15 years, it’s been very refreshing and reassuring for us to have Brian’s true and sincere guidance and advice. We look forward to many more years of continued excellent service and assistance from Fitzsimons Financial Group!
Amazing knowledge base and authentic personalized service combined to achieve our financial goals and peace of mind. Brian and his team delivered these to our door. Give them a call.
Teddy Bears of Hope Foundation
June 17, 2013
Dear Mr. Fitzsimons,
Thank you so much for the very generous donation to the "Teddy Bears of Hope Foundation".
I am very excited and looking forward to all the experiences I will share as I fufill my role as Miss Teen Ontario Canada 2014 and ambassador for the "Teddy Bears of Hope Foundation". The kindness and support of wonderful folks like you is very much appreciated, thank you again.
Warmly,
Hope S.
Miss Teen Ontario
Canada International
Brian has been our financial planner since 2003 and we have been extremely pleased with his service. I was with a large bank owned brokerage firm prior to dealing with Brian. Brian has run circles around that firm in regards to service, rates of return, risk management, and protection of our investments and our family. Brian's advice has garnered us above average rates of return on our portfolios in a low to negative rate of return environment. Brian goes over and above with service and communication and we know we can rely on him for any of our investment, insurance and Financial/Retirement Planning needs today...and into the future.
I have had the pleasure of working with Brian over the last few years. Initially with investments but now expanded to insurance both personal and professional. Brian, always professional, has been very proactive in identifying and presenting the right products to fit my family’s particular needs. After the changes we have made together I know my family is in a more secure position today and going forward towards retirement. Working with Brian has brought clarity to these sometimes complex issues and I would recommend his services to anyone who is concerned about their family’s financial future.
Brian: Thanks so much for coming over, especially since you are feeling ill. I know I have made a good decision by going with you, everything was explained clearly, and I was never made to feel like I was silly or didn't have enough money to really matter....something I know I wouldn't have gotten elsewhere.
We have been clients of Brian’s for over 15 years now and he has been instrumental in many areas of our major “life decisions”. Not only assisting us with our financial planning decisions but he has also played a huge part in our goals in other areas.
Brian helped us plan three changes in residences, two career changes and the acquisition of our cottage. Brian insisted we could manage our finances comfortably when we almost walked away from the best deal we would ever see. We have had our cottage for over two years now and can’t thank him enough for his guidance in getting us into this market.
Brian has provided insight and an element of comfort in every financial area while allowing us to have input in the overall processes with no pressure when making constructive suggestions.
We have also enjoyed years of above average rates of return on our investments in our dealings with Brian.
He is truly a guy you want in your corner when you have to deal with life’s changes!
Without barely a moment’s thought, you would…
Do you ever feel like life is too automated?
You have worked all your life and saved for…
After years of living the “rat race”, you are looking…
First you were putting on their diapers. Then you…
About Us
Our primary goal is to help each client meet their unique financial goals by focusing on six key areas of needs analysis:
Contact Our Office