Testimonials

I have been a client of Ken Yip-Chuck’s for over 15 years, and throughout this time period have rendered his services for the financial planning purposes of my business, personal life and family.

His in depth knowledge of various financial planing tools, instruments and models, has allowed my family and business to reach and exceed our financial goals. His personal and candid manner, makes him a highly approachable expert capable of answering your questions with confidence and accuracy.

In particular I was impressed with his breadth of experience that has assisted me in my personal financial planning from a newcomer to Canada, to building a personal practice, and then working with my family to help reach personal and family milestones. Ken has become such a trusted advisor that he has worked closely with both of my sons in helping them set-up viable financial plans from when they were students, to now young professionals in their mid-twenties, and as they plan for their future homes and families.

I would, without hesitation, recommend the services of Ken Yip-Chuck to anyone searching for sound financial advice, and the ability to plan their own personal future, that of their business, or their family.

Dr. Karel Kocandrle

I’d like to take this opportunity to let you know how much I enjoyed spending time with you and to congratulate you at the National Education Conference.

Being recognized as one ofthe company’s top advisors is a significant accomplishment. It was my pleasure to be part of recognizing your achievements. Additionally, I’d like to congratulate you on being a Top 5 Manulife Bank advisor in the MGA channel. Your commitment and dedication to Manulife Bank is a significant factor in why we have enjoyed such great success.

Congratulations on your achievements. I appreciate your ongoing support and wish you continued success.

Doug Conick | Manulife Bank

It was a pleasure to take part in your recent Client Research Program.

Since becoming clients of Gill Planning in 1996, our financial planning needs have grown and you have consistently brought us innovative solutions to accommodate the three generations of our family.

As financial products become increasingly sophisticated and less transparent, it is important that we have an industry veteran like yourself to help us navigate markets and avoid pitfalls that could potentially sabotage the best laid out retirement and estate planning strategies.

We are delighted with the passing of the torch from Pat to yourself, and are confident that under your leadership, we will continue to receive the best advice from Gill Planning for many years to come. Obviously we would not hesitate from recommending you and your firm to our friends and associates, as we have done in the past.

Bob Wong | MF Global

Ken I have been dealing with you folks now since 1994 and have had nothing but first rate support. Hence my short note to you.

Thanks for your latest assistance. It is much appreciated.

When I became involved in 1994 I was Senior Executive Vice President at Canada Trust, later to become Chief Operating Officer. Part of my responsibilities was overseeing an advisory force with a national presence. Hence I had lots of exposure and experience with programs from your competitors. I chose your firm for my personal needs due to the flexibility and creative solutions you provided. The end result was a perfect fit for me and I have been pleased with the investment program and insurance aspect ever since.

I have sat on many corporate boards over almost twenty years, and have always felt comfortable in making referrals and recommendations to you and your firm.

Thanks again for your support and assistance.

John F. Schucht

I am writing to let you know how much I value the service and advice that Corrosion Service has received from Gill Planning. As you know, we were introduced to your firm by our accountant in 1999. At the time our company held two term life insurance policies on the two principal shareholders. The policies had significant face values and the premiums were rising to the point of being unaffordable to the company. Also both principals had health issues that complicated the situation. Pat Gill reviewed the case and was able to present an insurance solution that solved all of our issues. This was the beginning of a long and beneficial relationship with Gill Planning.

When the ownership of the Corrosion Service changed to the new employee group in 2006 Gill Planning took care of our buy-sell and key man insurance to fund our new shareholder agreement. During our association, Pat and you have always shown a strong interest in our company both from a financial and personal level. Gill Planning understands the needs of small entrepreneurial companies such as ours and provides services suited to our needs. We always receive valuable and professional advice. We know that the advice is soundly thought out, financially effective and takes into account the best interests of our company. Senior management of Corrosion always takes the time to consider Gill Planning’s input because we have a high level of trust in you.

Often I am contacted by financial advisory companies who offer their services. I never consider these companies due to the special relationship that we have developed with you. Ken we respect your firm’s professionalism, integrity and the exceptional service that you provide.

C Fraser, CA | Corrosion Service

I wanted to thank you for caring for me and my business over the years.

As a young entrepreneur in my 30’s with a young family, your expertise and guidance has been invaluable. Your approach to caring for the needs of my business, my staff and my family is methodical & genuine. The advice you have provided to me over the years has been authentically designed to protect the things that matter most in the world to me.Thank you.

Convention had me believe that upon starting my business I needed a good lawyer and a good accountant. Both are important no doubt, but your expertise as a Family Enterprise Advisor has proven to be far more beneficial to me from a strategic stand point.

I will continue to focus on the things I can control and thank you for focusing on the things I cannot.

I highly recommend your services to all business owners seeking a trusted advisor in their corner.

J. Richard Partridge | JRP Group Insurance Solutions Inc.