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"Brett and his team have worked with us for over 20 years. They have had our best financial interests at heart and provided us with knowledge, skills, advice, care and confidence for our financial decisions in retirement. We are most grateful for this."
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"We are extremely happy that we are Brett’s clients and look forward to meeting with Brett a couple of times a year to see that RGF has done us well in our retirement."
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"Brett set us up with a portfolio that is safe, low-risk and profitable. He is a consummate professional and makes the complex world of financial investments interesting, understandable and beneficial to us."
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"We have been clients of RGF since 1992 when we were introduced to Brett Simpson, with the belief he was well-suited to our needs. We could not have been referred better 25+ years ago."
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"We have been Brett’s clients for over 25 years and consider ourselves fortunate to have him as our financial advisor. We started with a quite modest amount for investment which, through Brett’s counsel, has grown considerably."
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"Through the virtues of the right ‘structure’, disciplined savings, reassurance during tumultuous stock market gyrations, sound advice about asset and market diversification, Brett and his ever efficient ‘team’ has helped guide us to retirement. The advice provided has been professional in every way, comprehensive and trusted. We could not have been better served over all these years."
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"Our understanding of the breadth of service and value of our financial advisor has been vastly broadened! We have grown to respect and trust Brett and his team’s advice and would not hesitate to recommend Brett and his team to anyone."
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"Brett has provided a multiplicity of services and advice, wise counsel, and guidance through many of our life's phases... always with thoughtful consideration, appropriate responses to our risk tolerance, quiet confidence, patience, and especially articulate and understandable explanations."
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"We were in process of building a business and in need of an overall financial game plan with strategic advice regarding insurance and investments on both a personal and business basis. In coordination with my accountants, Brett assisted in advising on the most advantageous business tax structure."
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"Brett knows how to maximize tax benefits. We are enjoying early retirement thanks to Brett and his team and highly recommend them."
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"Brett's dedication to our financial success, along with his quiet professionalism and attention to detail, has created feelings of utmost confidence and security. We know we are in good hands."
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"Over 13 years ago, we were fortunate that good friends of ours recommended Brett and RGF to us. Ever since then Brett and his capable team have been looking after our financial dealings and keeping us informed and up to date."
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"We are very pleased with the advice Brett has been providing us for 30+ years. We always feel confident that his recommendations are well researched. He is up to date on global events and how they impact our investments, and where necessary, suggests changes."
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"We have had the pleasure of working with Brett for almost 30 years. It gives us great confidence knowing the amount of time and research that he puts into helping us make informed decisions regarding our investments."
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"Brett always makes us feel as if no client is more important than ourselves. He takes time to ensure we understand market conditions, their effects on our portfolio, his suggestions, and the rationale behind them."
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"Brett’s conscientiousness is now transitioning to our children. It is one thing to trust and respect a financial advisor personally, though the best testament one may offer, is trust in continuing to represent our financial interests into the next generation."
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"Whenever we meet, he has new recommendations for us to consider and it has worked out great. His support team is excellent, answering all our questions without hesitation. We feel very comfortable and confident to refer Brett and his team to other people."