Atlantis Financial Group Inc.


I have known Heather Friesen for a number of years and have come to trust her advice and rely on her expertise in all areas of Financial Planning.

I originally met Heather when she was a Portfolio Manager at the Canada Trust Private Investment Counsel. My husband and I chose Heather as our advisor, at that time, because we both felt very at ease with her and were convinced that she would always maintain the highest level of integrity while looking after our portfolio. Heather never let us down.

My husband passed away a few years ago and then Heather left TD Canada Trust to work with her husband. I was left with an advisor who I simply did not feel the same comfort level with.

I moved my account to Heather and her husband last year and I have never looked back. I feel their expertise is superior to what I was receiving and they are simply never too busy to spend time with me. They have helped me to effectively plan my estate in order to maximize its benefit to my children and grandchildren and they have looked after my portfolio with amazing results.

I have no hesitation in recommending Heather and her husband to anyone who might be considering working with a new advisor. Please believe me when I say that you will not regret it.

Sincerely,
L.M.
Winnipeg, Manitoba