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"This is a brief note to thank you for the preparation of my Estate Foundation Strategies folder.


I was also quite pleased to realize the value of having such a plan on hand following the death of a very close friend.  I had referred the gentleman to you and the availability of his Estate Planning folder proved to be a godsend to his family.


Being an Insurance Broker I can attest to the importance of proper estate planning and will continue to refer client to you.


Thank you very much and I will look forward to our future business dealings."

Robert Coxon
Simpson & Co. Insurance



"Writing this letter was an opportunity I wanted to take as it offered a way to thank Brian for all the years of support he effortlessly extended to my late husband and me.  He is one of the few people I consider a friend.


I first met Brian McMillan in 1999 when he set up my Estate/Life Insurance Plan.  Since then, he has helped me through several difficult situations.


He willingly takes the time to advise, suggest or more importantly, listen.


No matter what the challenge, he always does his utmost to insure my retirement years will be secure and stress free."

Sharon DeBoard



"I would like to thank you for putting together our critical documents into one location.  It had never occurred to me the importance of having things in one place.  This will certainly make life easier at a time when emotions will be stressed to their limit.


I would also like to thank you for your confidentiality and concern for our feelings and emotions as you met with us.  You made us feel very much at ease."

Wayne Ridgeway
The Furniture Family



"I would like to express my thanks to you for your assistance given in setting up my Estate Plan.  The thorough explanation of all aspects given by you was professional and easy for me to understand.


I will feel quite secure in referring friends to you for your advice and estate planning."

Jane E. Foley
Stayner, ON



"One final note: about my experience as an executor.

The experience boils down to this.

People don't like change, especially when they are unprepared for it.

Add the emotional part of losing a loved one, being an executor was a very anxious time for my sister and I.  Your Legacy Planning Package removes the emotion and prepares someone for what is inevitable.  Change is then much more acceptable."

Marilyn Reid
Take Note Publishing


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