InvestorDNA

"It’s clear that these guys are professionals. The meetings and updates we receive are very beneficial. We get the blueprint of how everything is set up, and we feel very involved with the team. Knowing our financial projections and what path we are heading towards for our monthly income number, and how much that is, steers us in the right direction. We have nothing but good things to say about the service that we are receiving. "

We have bounced around between various advisors and different financial institutions over the years. Until we eventually began working with the team at InvestorDNA.

We are very happy with the service that we are now receiving! The explanations that the team provides, has given us assurance that things are working the way they should, and that we are going in the right direction.

We like to be hands off, so we don’t need to concern ourselves with the management throughout the year. We feel comfortable with continuing this approach, because we know things are being handled.

When my husband and I have questions, InvestorDNA is always available to answer them. It's really good to have the reassurance that they give as the experts in managing our finances. We get the big picture. Everything seems to change in our lives, but the big picture guides us. We feel even more confident since we started working with them.

Really good explanations of how we can keep our money safe, and still grow it. We have been making mention of them to our work colleagues, and recommend them as a great advisor team!

I have had past experiences working with other advisors at investment firms, and companies like Wealthsimple. But financially, I’m really excited that InvestorDNA is working with me now. They use projections to model out a full life story for me, from where I am today until the end of my life. It gives me a lot of confidence knowing that they are looking out for me. I am also very impressed that the team has spent so much time with me. I’m very grateful and plan to also recommend their services to a family member of mine.

“The Guardrails system that InvestorDNA introduced to me, has given me a lot of insight into my sustainable spending in retirement. It’s a unique service that I haven’t come across at other financial institutions. It’s an important part of optimizing my financial planning, and it has assisted me with making decisions regarding divesting of real estate assets.

The team is great to work with too, and I appreciate their check-ins during the year. They are organized, responsible and efficient. They answer all my questions or direct me to who can answer them. I would certainly recommend them. ”

We appreciate the hard work the team at InvestorDNA puts into planning on our behalf – explaining to us some strategies on meeting the financial challenges of retirement, and how our risk is being mitigated in the investment accounts. They are a great team, and we value the time they invest in meeting with us personally to discuss our finances.

"We like to let you guys do the work, and we like your format of how you structure the annual review meeting. It goes through everything we need. You also give us opportunity to ask questions, you then take the time to answer those questions, and we make our changes and are happy with that. We trust you; you have given us good reasons to trust you based on the way you present the information. The team is easy to talk to, overall, we are very comfortable working with you. "

- Allan Bork & Beverly Sadler, Instructor, Pharmaceutical Account Manager

I appreciate how you're all here to help, despite the fact that I don't have a lot of savings. I really love that you take care of each and every client individually. Each member of your team has important information to share, and it shows all the background work that you guys have to put in, in order to come up with your unique info.

I value the annual meetings that I have with the InvestorDNA team, and the quarterly reviews throughout the year provide me with useful information. Their Guardrails service makes it simple to know how much I can safely withdraw from my investments each year. It’s simple to understand, you quickly figure out where you are at, and what changes need to be made going forward. I’ll be sharing about InvestorDNA with my former work colleagues from my time in Oil & Gas and definitely would recommend working with them. I’ll be looking forward to my next review meeting with the team.

I’ve found your Guardrails service to be valuable as it protects my income by showing me when I’m spending too much or even if I could be spending more. I also enjoy not having to constantly watch the market as my investment accounts are very well managed. Thank you.

Savvy financial planning and investing for the modern age. They have an app, a podcast, regular video chats, and a wealth of experience and knowledge to get you the best investment, retirement, and wealth strategy possible. Handling all aspect of financial planning and investing.

What we get from your team is exactly what we need. Meeting with you never feels intimidating. We get lots of opportunities to ask questions and we get knowledgeable answers. You give us an idea of what`s going on throughout the year and make us feel more comfortable about the market situation out there.
Since you guys have come on everything has changed so much for the better. Before you were working with us, we were withdrawing way too much from our portfolios. We were off track, not getting any good help and feeling serious angst. We just want to say we are really glad we now have you to guide us.

Your tax planning and guardrails service that you offer give me and my husband a lot of value. We appreciate the ongoing planning work and reviews you do throughout the year, and we trust your professional advice that you give us.

You collaborate alongside a great network of people like estate planning lawyers, and retirement authors. You even have an amazing podcast, with new ideas that you put out every week that we can’t stop talking about, and it has inspired us to really upgrade our own retirement!

We trust you to manage our finances because you’re not just concerned about the money, you are also concerned about us. We really get a sense of that in our meetings. The values you hold align with our values, and that is also a part of what the trust is built on. We no longer have the same amount of anxiety about finances since being introduced to you. It’s been taken way down.

You have made us feel reassured, through your management of our accounts using Guardrails, and keeping us updated throughout the year. We are thankful that we are in good hands.
Doug & Dorial Schroeder, Semi-retired Couple

I find the people I communicate with at InvestorDNA, to be professional, trustworthy, and responsive.

I really appreciate how the team checks in more than once per year and offers good, sound advice patiently and knowledgeably.

It’s been said that you don’t know what you do not know…meaning that there are times and areas of life when help and support from others with more knowledge and experience is crucial. InvestorDNA provides just that for my wife and I, as we navigate the complex and often volatile world of finances. We are grateful for the thorough and patient way the team has worked with us to not only explain what is happening ‘out there’, but assist us as we learn how to make the best financial decisions for our family, and are confident that our long-term financial position is in good hands.

We changed our retirement planning to DNA as we have worked with Joey. For a few years before. He had worked very hard and diligently to help us with retirement. When he started with DNA we were happy to start using his services to support him and we haven’t look back since. Would recommend DNA to help with your investment needs.