"I have been a client of Anil Jain for the past 9 years, and I find he always has my best interest in mind. Because of that he takes care to advise me in a way that is clear and comprehensive, always inviting my questions and participation. Through his guidance, my funds have grown and I haven't had to worry about them. When I have been unrealistic he has pointed this out, and I believe his advice is sound and trustworthy. He has encouraged me to pursue my goals, and allows this to happen because he attends to my financial business. Over the years he has become a friend as well as a financial advisor. His warmth and humour are as valuable as his financial expertise."

  • Ellen Shifrin, January 8, 2001

"Anil Jain has looked after my financial interests for ten years. He has always been a considerate (i.e. fully aware of my special needs) and thoughtful (i.e. looking for the best possible options) advisor. As a retired person I particularly find his type of advice invaluable."

  • Susan Watterson, December 11, 2000

"I would be pleased to officially go on record to any prospective client to state my complete satisfaction with Anil Jain as a personal financial planner. I have found him to be very dedicated with complete integrity.

As a fee manager he avoids the inevitable conflict of interest associated with fund trailer fees. More importantly my portfolio has performed at 80% above the targeted annual return since he took over my affairs."

  • John Bodrug, December 18, 2000

"I have known Anil over ten years as a financial advisor and he presents himself as very competent, professional, honest and diligent in his work. He is sensitive to his customers' needs and makes himself available to answer their questions."

  • Jyotirmoyee Nundy, MD. FRCP(C), January 4, 2001

"I have known Anil for a number of years. He looked after my manufacturing business and continues to manage my family's personal tax and investment affairs. We are very happy with him."

  • Benito Dibiase, December 4, 2000