I found Ms. Vipond to be knowledgeable in the products offered by her company and was never really pushy making me uncomfortable in have to give a negative response. I would approach Holly first with any future investment questions.
Holly helped guide me through setting up my first TFSA, no easy task with my mistrust in institutions that I don’t deal with on a frequent base.
I didn’t get bothered with promotions for a number of products that I was not interested in.
People or businesses that are on the fence and need time to make a decision would benefit from the information you give, then the lack of aggressive salesmanship.