Testimonials

“Boris has been looking after my financial well-being since 2001. From the start Boris understood my goals and recommended a course of action tailored to my needs while respecting my risk comfort zone. Through his objective advice I was able to make informed decisions that maximized the return on my investment leaving me with a comfortable retirement income for life. Over and above his financial acumen I found Boris to be very personable and accommodating making out interactions enjoyable” ~Sofia C.

 

“I have known Boris for 20 years and I regard him as a highly competent professional in his insurance and investment practice. His approach has always been to consider what solution is in the client’s best interest, and that has proven to be very successful for him and his practice. He has achieved top sales and retention awards which reflect on his client focus. He handles our investment and insurance needs and I have no hesitation in recommending him to whoever is reading these comments.” ~Bill G.

“Boris has provided us with sound advice for over 20 years. He is very responsive and always there to answer questions and provide guidance. We have unhesitantly recommended his services to both other family members and friends.” ~Norm D.

 

"My husband and I have known Boris Guzman (Proactive Financial) for over 20 years. Now that I am a widow and due for retirement, he offers sound financial advice based on the personal needs of me and my daughters. He is always available to answer any questions, takes time to explain my options and guides me in the right direction. Boris has integrity, is honest, reliable, ethical and very approachable. He has a ‘Proactive’ approach to his work. I am very pleased in the direction he has taken my portfolio and would highly recommend his services.” ~Zarine P.

“I have been a very satisfied client of Boris for over 17 years. He has continually been attentive to my insurance and investment needs as my family has matured and my security requirements changed over time. Boris has always provided thorough analytical advice, comparative planning strategies, and up to date opinions of the economic and financial climate espoused by recognized industry leaders. He has taken a sincere interest in the Bryden family over the years, and he has a good understanding of my lifestyle needs in retirement. Along with my accountant and my lawyer, Boris is a trusted professional who will ensure family financial stability at my passing.” ~Doug B.

Unbiased and Independent Solutions

We do not represent any single bank, trust company, life insurer, or investment firm.

We have the freedom to survey the market and provide those products that best serve your unique needs.