I just wrote a list of all my accomplishments for 2016 and the first three items were: ‘Started working with a Financial Planner’, ‘Started a Financial Plan’, and, ‘Used my savings to pay a deposit on new apartment and hire movers’. This is all because at the end of 2015, a good friend of mine, and someone who I value for their discretion said to me, “You have to go see Holly Vipond.” So I did and here I am, feeling the most positive about my finances than I have in years.
What makes Holly stand out above the rest of the advisors is her willingness to also learn from the client. Any good teacher recognizes that it is a two way street to enhance both people’s knowledge. I’m positive her eagerness and dedication would help anyone I recommend to her. Thanks Holly for your refreshing attitude towards money and investing.
I choose Holly because of her enthusiasm and dedication to educating people on all manner of money topics, not just investing. I am a former teacher myself and believe in the philosophy of teaching people to think for themselves and achieving that by giving them the right tools and knowledge! Holly mirrors this philosophy in her dealings with clients and the public. I would not hesitate to recommend her as an advisor.
Holly is a fantastic Financial Advisor. She’s wicked good at what she does – super knowledgeable and goes the extra mile (just like when she’s running!) to make sure her clients are well taken care of.
I am so grateful that I met Holly and asked her to be my advisor. I was entering a huge transition, with financial ups, downs, and uncertainties. I had a large amount to learn and take over for my family. Holly helped me to understand all the “pieces” of my financial picture, to deal with some immediate needs, and to make a sensible plan that gives me confidence, for the shorter and longer terms. I appreciate that Holly is patient about explaining things; I see that as an important part of my advisor’s job. It’s also beneficial that she reminds me when it’s time to check in!
Holly worked with me to figure out a plan that would not stretch me financially in the short term but would still have benefits in the long term. She is very easy to talk to and is always keen to work toward whatever your needs are. I would definitely recommend her to others – and I have!
We’ve benefited from working with Holly because she gives us peace of mind; we don’t have to stress about or wrap our heads around financial concepts. We sit down and discuss what our short term and long term goals are, and Holly makes suggestions based on that. It felt incredibly easy to get started, we never felt pressured, and now our savings plans are in place, it’s rewarding seeing where it’s all going. If you’re an individual or couple like us, we’d definitely recommend sitting down with Holly and seeing how she can help you.
I think that your average person that doesn’t think they can save, or someone who thinks they don’t have the money would really benefit from working with you. I didn’t think I had much, but you’ve shown me that even just the little bit I can save makes a huge difference. I would tell them to just meet you, to talk to you and see how informed and down to earth you are. [I would] tell them it never felt like you were selling me anything, but that you just wanted me to make the best of what I could.
We first met Holly during a Trade School class on “Intro to Saving and Investing.” In this class, Holly was able to explain financial information in a way that was approachable and easily understandable. Now that we’ve begun to work with Holly on our financial planning, we appreciate her down to earth, yet always professional attitude. She takes the time to listen carefully making sure the financial plan she crafts meet our financial goals. Holly is connected to a team of experts who can also advise us when we have questions in specialized areas like US/Canada complexities. We trust Holly completely and would highly recommend her — in fact, we already have!
I’m self employed and had been needing a financial advisor for a while when a friend of mine recommended Holly to me. I liked that she is relatable and has the knowledge of the intimidating suit wearing financial people but is down to earth and personable and understands my situation and needs. I really liked her process for helping me figure out what it is that I needed to plan for my future, manage my current savings and cash flow and plan for unexpected events.
I liked Holly right away, and could see why she was recommended to me by my friend. I find her honest and down-to-earth. She makes financial planning available to those who don’t think it’s possible. She creates possibilities for people in a real and accessible way. I have already recommended her to friends and will continue to do so!
One of the reasons I love working with Holly is that she really takes the time to explain everything to me. I ask a lot of questions and often don’t understand things the first time around, yet she doesn’t mind going over things very concretely for me, without pressuring me. Holly is very passionate about what she does, and it shows!
Holly has provided insight into the finance world and how we can get ourselves organized for the journey into the future. We now feel on a path that we hadn’t been able to achieve working here and there with other advisors from different institutions.
Holly explains things in real language we can understand and is patient when we have questions. Also she is focused on us when we meet. Simple concepts but sadly things that others haven’t been so good at.
Holly was recommended to us by a mutual friend, and after having worked with her we can see why! Before working with Holly, we had been interviewing other advisors, but never felt like the person we were interviewing was a right fit until Holly. She is professional, caring, and answers all of our questions in a thorough and timely manner. If Holly doesn’t know the answer to something, she takes the time to research the answer. Holly helped us with our life insurance needs, as well as setting up a RDSP for our son, and made our family’s needs a priority when recommending what was best for us. We appreciate the work that Holly has done for our family, and we would recommend her for your family as well.
You have helped me to see the value in what I make, and how easy and important it is to save. I’ve watched my investments already make money, and know that they will continue to do so with you advice. [I value] the one on one meetings and the way that you care so much. You really do have my best interest in mind, and that is what makes you different. I never question it because I know you want me to do well with my investments!
Talking to Holly is like talking to an old friend. She is cheerful and smart and she sets your mind at ease from the get-go. You know she will always take your best interests to heart. I trust Holly’s advice and wouldn’t go to anyone else.
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.