The Plentai-Lewis Group
Client Comments
What clients have to say about the Plentai-Lewis Group at Wellington West Capital Inc.
“ It is a great experience to deal with The Plentai-Lewis
Group… a team of professionals who enjoy what they do.
Most importantly, they listen to their clients’ needs; they
recommend but never push. We meet regularly (not just
when problems arise); meetings are enjoyable and always
result in improvements.”
Peter Bocchinfuso, Chemical Engineer, Retired
“ The Plentai-Lewis Group has looked after our financial
affairs for many years… we have complete confidence in
their expertise. Milan and his team have gone the extra
mile to ensure our portfolio is set up to meet our financial
goals now and in the future.”
John and Eleanor Larocque, Radio Broadcaster, Retired
“As busy professionals with on-going family commitments
we appreciate the guidance and advice Robin and the team
have provided to help simplify our financial affairs. We feel
comfortable and confident that our financial plan will continue
to evolve to meet our personal and family needs and goals.”
Patricia Moss, On the Twenty Hospitality Server and
Jason Moss, Swing Restaurant Executive Chef
“ They have helped me make successful investments that fit
within my financial guidelines. Their recommendations are well
researched and they take the time to explain their strategies.”
Mary Turner, Vice President, Credit Risk Management,
Chief Operation Officer, Canadian Tire Financial Services
“ The Plentai-Lewis Group has helped us to come up with
a reasonable and feasible plan that allows us to feel
confident as we prepare for a prosperous retirement. We
were presented with realistic scenarios that, with a little
discipline, we can achieve.”
Ian D. Brindle dsc, frsc (uk)
Associate Vice-President, Research, Brock University