Client Testimonials

"The Weichel Team are a group of dedicated professionals who have the common touch. I have found them to be very helpful and quick to respond concerning any financial questions that my family and I may have. Professionally, they have given me valuable financial advice with respect to my newly created veterinary practice. Personally, they help us manage our portfolio by tempering our investments with our family's needs and our risk comfort zone." -

Dr. Kathryn Grayston, Owner, Millbrook Valley Animal Hospital

We were referred to Tom and were very pleased with his efforts. We were in the midst of expanding our business and his team helped with our corporate insurance planning, investments and their proper structure, as well as saving us money. I would encourage other business owners to spend some time with Tom to reap similar benefits. -

Dave Czarnik, Owner/Operator of Kelsey’s Restaurants in Peterborough, Lindsay & Bowmanville

"Our experience working with The Weichel Team has been nothing but outstanding. I would describe them in 4 statements: personal service, performance, persistent, and product knowledge. Everyone in the office is friendly, approachable, and eager to address our needs. Performance: Our portfolio has performed above expectation. This is due to Tom’s constant reminder of strategy and diversification. Persistent: as customers we occasionally need reminders of our obligations to inform them of changes to ensure his team can do everything to maximize our growth and investment opportunities. Lastly, Tom and his team have superior product knowledge. Through the Private Wealth offering we are able to maximize our investment and know we have best in class management behind our portfolio. I would not hesitate to recommend Tom and his team to anyone looking for a solid strategy and advice to help meet their financial goals." -

Bryn & Julie Campbell

"Our family has been working with The Weichel Team for the past 15 years. Tom and his team have developed a strong investment strategy and have encouraged us to stick with it, during the best and worst of markets. We have dollar cost averaged into our retirement savings and have seen the results of their advice. Savings, strategy and diversified best in class management have proven to be a winning combination. More recently Tom introduced us to the Private Wealth Offering. We are amazed with their ability to take out much of the market volatility and have done a very good job at managing in these tough times. We are very pleased with the management of our accounts and would not hesitate in recommending The Weichel Team to anyone." –

Dr. Ross & Sharon Erwin

“Commitment to service is most important to a client’s needs. I recognize Tom and Terry as true professionals within their industry and have been pleased with their commitment to providing excellent financial planning that satisfies my requirements. Understanding a business owner’s perspective and goals is beneficial to advising a client and assisting the client in reaching their targets.” -

Paul Dietrich, Owner, Parkview Group of Companies 

"They provide me with sound information and advice. It’s been a pleasure to work with such outstanding and knowledgeable individuals as Tom and his team. While understanding both my business and personal aspirations, they provided me with sound information and advice that allowed me to make solid informed decisions that support my goals." -

Steve McLaren, President, Parkview Homes

"Their expert advice and direction in the areas of tax strategies, investments and group, life and health insurance has been invaluable." -

Paschal McCloskey, President, McCloskey International

"We appreciate their advice and feel comfortable in referring them to others." -

Denis Trudell, Owner, Denis Trudell Consulting Inc.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.