What our clients have to say...

"Thank you and I will keep you up-to-date on what is going on. Thank you for your guidance and great work over the years! I really appreciate it and it will change my families fortune for years to come." - S.P., BC Land Surveyor, 55+, April 2021

"I've had the pleasure of knowing Elizabeth dating back to her earlier professional career as a Marine Geophysicist. It was certainly evident at that time that she had a tremendous work ethic and a keen eye for detail. Having been a client with The Petticrew Group wealth management team for 25 years, I can see that these key attributes have transitioned well to the solid financial investment skills and ethics that Elizabeth and the team provide." - M.C., Environmental Energy Executive, 60+, March 2021

"Elizabeth Petticrew has successfully managed my financial portfolio for many, many years. Becasue of Elizabeth and her great team I retired in my late fifties. I am fortunate to be able to take two major vacations a year and live very comfortably. Elizabeth is a sound and careful investor, wisely investing within my risk tolerance. Elizabeth and her team are excellent stewards of my investments. I highly endorse The Petticrew Group." - L.B., Retired Marketing Executive, 70+, March 2021

"Elizbeth and her team have managed our portfolio for 30 years and have achieved excellent results that far exceeded our expectations. Always professional and always there for us to answer any questions we have related to investing. Thanks to Elizabeth and her team for many years of being our advisor and friend." - J.C., Engineering VP, 60+, March 2021

"Elizabeth has played an integral roll in guiding and building my portfolio over the last 15 years. Since working with Elizabeth she has not only met but surpassed all expectations and has proven to be extremely creative and skilled. Above all else, she has also proven to be trustworthy, Not only does she take a personal interest but always gives solid strategies and advice. I would highly recommend her to anyone seeking a financial advisor." - L.B., Director, 70+, March 2021

"Elizabeth and the wonderful team.
I want to thank all of you for the wonderful service you have given me over the many years we have been together. You have allowed me peace of mind which is the most important feeling, and have given me a means to enjoy some of the extra benefits of life. Again, a heartfelt thanks and we hope for many years to come." - J.W., Retired Property Manager, 75+, January 2021

"Thank you again Team Elizabeth for a very healthy second quarter, still pulling rabbits out of the hat. Yay me.
In much appreciation for working your magic." - B.S., Tourism, 65+, July 2020

"Thank you very much for your time today.  We always find our meetings informative, reassuring and uplifting. Also, thank you to you and your team for taking care of our investments so well.  We can rest easy, knowing that they are in good hands. This email cannot really express our sincere appreciation for all that you have done for us over many years, but please know our heartfelt gratitude." - Married Couple, 60+,  June 2018

"I can't tell you how nice it was to meet with such a no-nonsense and knowledgeable person. My dad's glowing recommendation of you is just icing on the cake. You made me feel very confident that you are looking out for my best interests, and I am relieved to know that you and your colleagues will be taking care of my investments." - Chef, age 33, August 2015

“I just wanted to say thank you for all your efforts in taking care of our financial affairs!  I am in awe of the fantastic work that you do, and am privileged to be a client!” - Account manager, Benefits and Insurance, age 37, January 2015

"Next time someone tells me money doesn’t grow on trees, I’ll tell them I know, it grows at Nesbitt Burns in Vancouver. Great work from the Elizabeth Petticrew Team! Thank you all." - Retired, age 72, May 2015

"Just got my statement for 2016 and am delighted with the results considering economic market. So glad "Team Petticrew" is in my corner. I would not be in this position without you.  Thanks again, all the best to everyone who stresses on my behalf. In much appreciation... I believe I speak for many of your clients that cannot always find the words...So much to be grateful for." - Divorced, age 65, March 2017
“Just received my portfolio report for the first quarter of 2014.  I'm suitably impressed… The results you achieve inspire awe at the brain power (and application of that knowledge) you have at hand…. I know I pay for your services, but what you provide goes beyond that.  And that is very much appreciated.  Ergo, thank you from the bottom of my heart.”  - Retired, age 68, April 2014
"Just got my mid-year Statement, AWESOME!!  You are AMAZING.  Thank you so so much. Retirement is looking better everyday." - Travel and tourism specialist, age 63, August 2014

“Just a quick note to say that I received my financial summary in the mail yesterday and wanted to touch base with each of you to say Thank You! I do follow the statements in detail every month and see the positive results and progression on my accounts.  I am impressed with your service, professionalism and investment knowledge – it is obvious you each have a passion for what you do.” - Engineer, age 52, May 2014

"Just got the quarterly statement and enjoyed the good news and simply wanted to say thank you for the work you do on our behalf. I know it's not always all good news, but even when it isn't, the good news remains: you have our trust.  Thanks for riding the roller coaster of radical volatility on our behalf!"  - Semi-retired software executive and pomelo enthusiast, age 60, November 2014

"The difference between a financial advisor and a financial advisor is:  The excellent one can give extra lift-up to the portfolio, when world markets are high and when world markets are down, can cushion the fall of the portfolio.  Keep up the good work Elizabeth Petticrew Team......................!!!  Thank you."  -  Retired tax preparer, age 79, May 2015
Disclaimer: The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.