“Thank you so much. You have always taken care of mom and dad’s finances, but go above and beyond in looking out for their overall well-being.  It is difficult for us to approach this subject with our parents, and you have managed to communicate beautifully with them. Your wisdom, honesty and sincere interest in what is best for them has gained you their trust.  Thank you for taking an interest and for always being there for them.”

“I cannot thank you enough for your help.  It seems that they “trust’ you more than their children.  I say this somewhat in jest but truly do understand how much they trust you. Thank you from the bottom of my heart……………………”

I am so proud to be a client. Our family is finally back on the right track because of you.  Not only have you helped us make positive decisions, you have been a friend, counsellor and good listener. I was so impressed with the article.  It speaks only the truth.  I love the photo of you and the stunning glasses.”

“Mark, firstly, I want to thank you so much for taking the time out for me today.  You have a way about you that made me feel relaxed and at ease. You calmed me. The one thing through this whole divorce that worries me the most is my lack of financial understanding. I’m in total control in all other ways but totally lost when it comes to finances.  I felt totally taken care of with you. Calm.   Again, thank you for your way, your understanding and your confidentiality (even amongst out mutual friends). I will lean on you and I appreciate it.”

“I wanted to send this last evening but there was not a quiet opportunity. Your everyday resource and kindness does not go unnoticed or unappreciated. You are always there to advise and help me in any way you can. I cannot tell you how much talking to you, with the same head as mine, although smarter and much more informed, gives me the confidence I need to move forward in matters of business. In personal issues as well, you are a regular Sigmund Freud. Thank you so much for being my friend and guardian angel. I definitely consider you as my 4th son.”

“Mark – you are the best! I don’t tell you often enough. I don’t know what I’d do without you. You are always the voice of reason. You are always organized when I feel my life is in the middle of a tornado. You are my biggest supporter. You are so good to me. And so good for me. ”

“When I was younger, I had so much faith in financial institutions and the people working for them.  I truly believed they had my interests in mind.  However, over the years I have become more and more discouraged and frustrated.  This is yet another perfect example of the lack of personal attention that most customers receive.  That’s why I like working with you.  You are honest, and although this is a business for you, I really feel that you care.”

You are brilliant.  You should be in the diplomatic core (I’ve been watching a lot of House of Cards, Scandal, and Homeland!).  You are unbelievably smart and very articulate.  If this Family Office thing doesn’t work out for you….you have a very solid backup!  I know I’ve told you before but I have to say it again, we are so fortunate to have you in our corner.  Thank you so much for taking your time to help.  It’s nice to know I can count on you.”

“Hi Mark, my first opportunity to catch up.  An overloaded day, as usual, for both of us. Thank you so much for your time and efforts today to connect Peter and I.  You are a great facilitator and friend.   In appreciation for all your help, guidance and interest in my affairs.”

“Thanks Mark.  I’m grateful to have you and all your many fine qualities assisting me and my family.   You are always so thoughtful, helpful, understanding and wise.
Now if only you could do hair!”

Mark – I truly cannot thank you enough for everything – you have  become such an amazing friend and such a great sounding board – I feel so lucky.  I now understand the value and benefit of having someone in my life who truly cares.”

“Thank you so very much for meeting with me today and treating me to a yummy lunch. As always you are tirelessly available to me to assist in any of my personal financial endeavours.  I sincerely appreciate your patience and willingness to help and advise me.  We have established such a lovely rapport over the years and my respect and gratitude to you is immense.  I just wanted you to know that.”

I really appreciate your messages and the fact that you’re looking out for my best interests.  As you know, I have to take care of these events totally on my own…..and I find it Very stressful.  So to have someone like you sort of “hovering over” to make sure things work well for me means so much to me!  I can’t thank you enough for taking the time to do this and for your genuine interest and consideration!  So don’t stop doing what you’re doing….sometimes I really need the push in these situations when it can become a little overwhelming.”

“Thanks Mark for your incredible patience and direction.   For the very first time since my separation, I feel like I have a plan and that I am in control of my affairs.   You helped guide me through a very difficult time and always kept me focussed.   My boys and I are fortunate to have you on our side not just as an advisor, but more important as a trusted friend.   You really have become a part of the family.”

“Mark.  I have to thank you.   The accountant you referred me to just got me my best refund EVER!   This will go a long way for all of my camp and activity expenses and more.  You really are the BEST Mark! Thank God I have u in my life:).  Our goal for this year will be to get my Will and Estate Planning in order as you have been bugging me about.   I will rely on your referral again and need to discuss with you a permanent role in my family’s planning.”

“I’m extremely pleased to be working with you.  It goes without saying that I trust you and have a very high regard for your expertise and good guidance.  Bottom line is, working with you gives me peace of mind and that’s a very good feeling.”

I will forever feel privileged to be your client….and I know I can always pick up the phone to get an opinion on any decision I am facing. Your unwavering support means everything. It’s been a learning curve for me and I do stumble and trip now and again. I know you are there….always.”

“I’m unbelievably impressed with what you’ve accomplished in the short time since you started EQ Partners. It’s off the charts and an incredible testament to how clear and distinct your vision is for this industry.”

“I think you are definitely in the right role now as you have always been passionate about helping your clients and offering honest advice to meet their individual needs.”

“Knowing we have you in our corner is more of a comfort than I can express and your personal support has been most meaningful.  Just wanted you to know that when you set out to make a difference in the lives of families, you succeeded. Thank you for that.”

“Thanks as always for the peace of mind you provide.”

“Mark, thank you for taking care of everything.  You earned all of my support and loyalty through your hard work and integrity.  There is nothing you could ask of me that I wouldn’t happily do.”

“You are THE BEST!! What have I done to deserve such an awesome person to be in my corner?! I feel very fortunate and every time we speak or email I breathe easier about mine and my son’s future as I know you have my back-truly!”

“Few people have been kind and caring Mark. Yes, I retain your services because I believe you are the right person to watch over my financial matters and decisions. But, you have also been very kind and supportive, and that has not gone unnoticed. I want to thank you for being there…the words on the screen at the end of a long weekend…for being the calm voice of reason when others leave me confused and uncertain…and for getting me from A to Z with little fuss. I know you will always have my back.  Thank you Mark….for being out front, in the wings, on the other end of the phone or on the screen. Thank you.”

“Mark, you are so great! Are you just one of those people, in all aspects of your life, who just has to help? Anything I mention you’re on it! I notice it because its my personality. If someone asks a question I have to find the answer. If someone needs something I feel compelled to find a way to help or do it for them.   Not everyone (as I’m sure you know) is like that. So when I see the way you ‘operate’ or respond to things, I get it.  Just in case you are having any doubts, from my perspective, what you’re doing, how you’re doing it is noticed and appreciated every day!  You’re really, really good at your job’!!!”