Testimonials

My wife and I have known Trevor Polay for the past 7 years as our trusted financial advisor, and our experience with Trevor has been nothing more than outstanding, despite what I would consider to be a modest portfolio at best. He is very hands on, and we are not a client number but real people, and he has our interests at heart. We have never considered switching to some of what seems more lucrative investment vehicles often promoted on television. We are reaching retirement age and his expertise and recommendations to shift course when needed, have had significant results in accelerating our retirement goals.

I can’t say enough about Trevor and his personal and sincere concern for his clients. Trevor is not just our financial advisor. He is a trustworthy friend.

— PW (December 2020)

Rob is genuine, caring and extremely competent. Rob took very good care of my father’s portfolio until he passed and was amazing in assisting me with his estate. I am very fortunate to continue to have Rob as my advisor. He proactively engages me in managing my portfolio and explains things in a manner that is easily understood. I would highly recommend Rob to anyone seeking professional advice and consistent returns. Having worked with many advisors for decades as an industry professional, I can attest that Rob is definitely the best.

— TA S. (04/2025)

We were most pleased with our investment strategy when first meeting Trevor at another Financial Institution. His many years of experience in the financial world certainly shined when it came to financial advice. We were saddened when Trevor left that institution and went over to Manulife. After Trevor settled in at Manulife, he followed up with us to discuss the landscape at Manulife as compared to our institution. It did not take us very long to realize the benefit of working with a trusted and informed Financial Advisor like Trevor. Within a few short weeks we transferred all of our investments over to Trevor. That was almost 5 years ago, and we have not regretted it one bit!

— KDOLGO (December 2020)

As small business owners, we were very appreciative of Rob’s council with respect to our changing financial needs over the years. Over our long relationship, early on as we were providing for life with dependent children, until years later as we transitioned into retirement, Rob provided timely investment council. Currently, having Rob work with and advise multiple generations of our family is great, it’s important to do business with someone you can trust.

— A&B C. (04/2025)

For the past 20 years, Trevor has provided dedicated/superb service as our Financial Advisor. Our portfolio has been carefully maintained to fund and support our long-term retirement. We strongly recommend Trevor and his superb financial, retirement, and estate planning services.

— LRP (October 2020)

Rob Nicholson is caring, approachable, and efficient. He always has coffee ready. He has designed a good portfolio that has excellent returns in bull markets, and even reasonable returns in bear markets. He has good, insights into our investments, and the economy in general, with good explanations we can follow. We are happy with Rob’s outstanding customer service.

— R&L G. (04/2025)

Trevor Polay is extremely knowledgeable, approachable, and professional. I completely trust him with all my investments. What I have found that separates him from banks and other financial advisors, is that he truly cares about his clients. His detailed explanations and assurance gives me a feeling of security and trust. This kind of relationship is almost impossible to find.

— JE (September 2020)

“I first met Robert over 10 years ago at a different financial institution where he took over the management of my modest investment portfolio. Since then, Robert has taken on my retirement portfolio as well and managed all my assets with excellent care - ensuring growth and stability that is best suited to my needs. Robert is extremely knowledgeable and experienced with a warm and caring personality. During times of unexpected personal setbacks, Robert’s guidance and expert management ensured that my assets were well protected, giving me an immense sense of relief and security. When Robert joined Manulife, I had no hesitation in following him and transferring my assets to Manulife not simply because he is a top-notch Investment Advisor, but also because I fully trust him to have my best interest at heart.

— R B. (04/2025)

Having Trevor as my financial advisor makes me feel as though I am working with family. He always has time to review my accounts, has my best interests at heart and guides me to make informed decisions in response to the ever-changing markets. His experience and professionalism make him a top financial advisor.

— CW (December 2020)

Robert Nicholson has been my primary Investment and Financial Advisor for about the last 10 years. My portfolio has done very well, year after year. I appreciate Rob’s council and his dedication to me, my family and my investments. One of the big factors in Rob’s management style is that he constantly looks for solid opportunities and doesn’t hesitate to make a change if analysis dictates. In other words, he doesn’t sit and follow the pack but instead provides a dynamic real time overview of the market players. Rob researches the market constantly, looking for solid opportunities and has come up with many over the years. He’s, thankfully, “talked me off the ledge” a few times during market crises over the years and has yet to lead me wrong. My heartfelt and personal opinion of Robert is that he is a man of integrity who works for his clients and not for some corporate fund manager. With that said I trust Rob implicitly; he’s an all-round good guy and I have no hesitation in recommending his services.

— D E. ME, P.Eng. (04/2025)

Trevor has maintained my investment and retirement portfolio for over a decade. It's a comfort knowing he and his team are genuinely concerned about my financial wellbeing, retirement plans, and also my risk tolerance. In terms of customer service, it's nice to have someone that is not only responsive but willing to walk myself through complex investment instruments and opportunities.

— GCH (November 2020)

I have been a client of Robert Nicholson for many years. He is attentive, professional, trustworthy, and well attuned to meeting my individual needs - such as knowing my risk tolerance and suitability. Robert keeps in contact with me in order to maintain a well-balanced portfolio. Truly a knowledgeable financial advisor you would want to have - going beyond expectations.

— G S. (04/2025)

I have been a client with Rob Nicholson for ten plus years and he has been exceptional. Money investments have never been my strong point, but Rob can explain in terms I understand. He is always available to answer my questions and concerns. I appreciate his service and trust his excellent judgement.

— S H. (04/2025)