Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise.

Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.


 Paul Vaillancourt has been our family’s financial planner for over 20 years now and I can trust him completely. Building trust is an important part of the consultant-client relationship and Paul is top in his class. What really impressed me was Paul’s fixation on total transparency and complete objectivity with respect to my interests and my family’s long term financial health. Paul provides complete financial advice including personal wealth management, debt management, life insurance, estate planning, and even provided a cost benefit analysis for our next car purchase versus lease. A true one stop consultant. 

Jim & Linda F.


 Paul and his team took over our portfolio when we retired. Through a number of discussions, he carefully explained ideas for our investments and ensured that we understood his strategies. When our parents passed away, Paul and his team offered creative investment strategies for the additional funds with the goal of guaranteeing a comfortable future for our son. 

The Wojitas Family


 I first met Paul and his team about 10 years ago. Upon entering I felt very welcomed by his team and the office was very comfortable. Paul came out with a big smile on his face and a handshake that told me he meant business. I liked that right away. He knows his stuff which makes me secure in the knowledge I do not have to. I do not worry at all. He is very confident and unlike myself, he does not panic. You can tell he loves what he does and he is good at it. He and his staff are a phone call or email away. Very responsive. I would highly and without question, recommend Paul Vaillancourt. You would be in excellent hands. 

Mary C.


 Paul Vaillancourt is a very knowledgeable, passionate, and dedicated Financial Consultant who takes the time to really get to know clients. His in-depth knowledge and experience is apparent as soon as you meet him. I would highly recommend Paul Vaillancourt to anyone looking for someone who is passionate, knowledgeable, and who has the experience to assist them in navigating the world of investing in their financial future. 

Carol R.


 Again, many thanks for your help in getting us on track, and keeping us on the right path. I’m not sure I took the opportunity to let you know that our previous discussion with respect to retirement planning has provided much-needed peace of mind. We know that I can pull the plug on work at any time and we’ll be able to live a pretty comfortable life. At the end of the day, that confidence in the safety net we’ve built is a critical element in getting through some days. 

Mark & Micheline B.


 As soon as I met with Paul any trepidation I had felt almost immediately evaporated. Not only is this man one of the most congenial people that I’ve ever met but he is also the consummate professional. By the end of our meeting he had suggested and implemented several beneficial changes to my portfolio, estate plan and insurance policies. I came away from that meeting feeling confident and assured about my future. I have recommended Paul’s services to several family members and they share the same esteem and confidence that I have in Paul. 

Sharon H.