Although I spent 32 years in the Financial Services sector, I chose Ken Muzik to be my personal Financial Advisor for several reasons.
He assisted me in planning my early retirement and has continued to be readily accessible with any questions that arise. On a regular, ongoing basis, he provides prompt and courteous service, never failing to get back to me when messages are left,
He clearly explains all recommendations in an objective and unbiased manner allowing me to plan what is best for my personal circumstances and, at the same time, gives me a full understanding of my investment portfolio and all fees being paid.
At this stage of my life, I require a full knowledge of my Investment Portfolio and Ken provides comprehensive and easy to understand reporting (including clear rates of return) on a regular basis.
I very much appreciate all that Ken does for me as I start this new stage of my life. He allows me to enjoy my retirement without having to worry about my investments. Thanks Ken!
LF – retired Financial Services Professional
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My wife and I have been clients of Ken Muzik’s since around 1998. We have dealt with other companies in the past but none provided the easy to understand information that Ken has always provided to us. We know exactly how much we are paying in fees and exactly which stocks and bonds we are invested in. Ken’s office is easy to get to and we can drive up and park for free which we value versus having to try to find parking around Portage and Main. We like the idea that we can speak directly with the Portfolio Managers who are in charge of making the investment decisions. Each year Ken contacts us to discuss tax loss selling that helps us save on our taxes. Unlike other companies that we have dealt with, Ken is always able to provide statements that show us exactly what our rate of return is. Ken also sends statements to our accountant which makes it easier for him to prepare our income taxes. Ken sends us information that he feels we would like to read which leads to very informative discussions.
G & L J – retired
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We’ve been a client of Mr. Muzik for seven years and wish we had discovered him long before. He has always been courteous and prompt.
His knowledge and insight in the financial world is impressive; ethics unquestionable. He strives to create portfolios that are in the best interests of his client, dealing only with investments and companies that adhere to the highest fiduciary standards. He thinks outside the box, performing impeccable due diligence when considering opportunities. He is always available to address concerns and ideas staying in touch to review our portfolios throughout the year. His ability to always be able to answer any questions we have regarding our investments, fees and returns is awe inspiring.
His willingness to help at tax time, should questions arise is beyond reproach. He builds into our portfolio efficient tax strategies ensuring whatever is required at year end to best satisfy Revenue Canada and our best interests.
Clients are not just a number to him which is pleasant alternative to what we experienced at other investment institutions. We are very satisfied and have no hesitations referring people to him, should the occasion arise.
The Kohlmeiers
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Ken is a highly experienced and knowledgeable financial planner. I find his recommendations to be unbiased and objective based on my investment requirements. I get prompt and courteous service and he is very accessible even if I need to speak to him after hours on occasion. Ken ensures I know exactly what I pay in fees and what my rate of return is. I can access easy to understand and comprehensive reporting with thorough explanation if required. Most of all Ken is a complete gentleman and overall great guy. I have and would again recommend Ken’s services to other investors including family members.
TC Railroad Consultant.