Testimonial Videos

If you’re looking for help in reaching your life-long goals and a Successful Retirement, then we would welcome an opportunity to work with you. Our clients want optimal returns and peace-of-mind from their investments. They look for experienced, trusted professionals to help them obtain those results. We have been providing professional financial services to people from all walks of life in the Lower Mainland since 1989. Many of our clients have been with us for more than 20 years. So if you, or your family, friends and co-workers want outstanding service and experienced, professional guidance in achieving your financial goals, give us a call and start your way to a Successful Retirement.

Listen to some of our clients below and see if what they say resonates with you.

Trust & Confidence

Dave: I would say that trust is huge, I trust the people at Capital Concepts.

Ken: Their experience has been important to us as well. Particularly when you go through the ups and downs of the economy. That wealth of experience, you know you just can’t put a price on that. And having that knowledge, and having the breadth of the people that are on the Capital Concepts management team; we know that that’s available to us. It gives us some comfort.

Muriel: I feel very confident that Capital Concepts has the knowledge, the expertise, the experience to take really good care of our future.

Recommending Others

Dave: Since we became clients of Capital Concepts Group I’ve recommended my mother and my sister to invest through Capital Concepts.

Ken: We have recommended them already to family and friends. I own a business and there’s many of my management team that I’ve suggested that Capital Concepts is a very good provider of the retirement planning, the tax advice. It’s been somebody I’ve recommended already.

Carol: I would also recommend them to most of my friends, because a lot of us are so busy in our days that we haven’t got the time to sit and manage our own finances. And when we have someone who knows what they’re doing and they are very good at communicating about what we need to know about and any of the updates and any tips and anything in the future that’s coming up, they’re always on top of the up-and-coming information that we need to know.

Muriel: I would be very comfortable in recommending Capital Concepts.

Surrogate Financial Partner

Jill: I’ve been working with Capital Concepts since 1997. I lost my husband three years ago and Geoff has really stepped in to help with the financial side of things. Because before my husband died, I would have bounced a lot of things off with and you miss that. And so, to have Geoff there, and you feel comfortable with it, the way he deals with it, he’s very kind and very understanding – a great asset for Capital Concepts.