Testimonials

I have known Carl for a number of years, having originally met while I was working at Fidelity Investments as the Alliance Inside Wholesalers covering British Columbia. In this role I had the opportunity to work with a wide range of brokers, advisors and planners.

Carl immediately distinguished himself by demonstrating a natural curiosity and drive which led to him actively seeking answers for clients that other advisors may not have considered. He is consistently seeking the best solutions for his clients, putting their needs above his own. He is hard working, curious and extremely ethical. I would consider Carl to be among the top 5% of planners in terms of his ethics and dedication and knowledge.

Tim Madokoro CFP, PFP | Senior Sales Manager | National Sales Wealth | TD Asset Management

I had the pleasure of working with Carl in the financial services industry over the past few years.  Although I am no longer in a direct working relationship with Carl due to the starting of my own business, we have stayed in touch.

Carl sets himself above his peers by truly placing his clients’ interests before his own, even when it is to his detriment. On many occasions Carl would present a solution to me for us to analyze.  In every instance, Carl was relentless in investigating every angle of the solution to ensure that it not only worked but also was suitable for his client.

Carl is an excellent advisor with a high level of ethics.  I firmly believe that anyone would be very lucky to have Carl as his or her financial planner.

Bryan Dar Santos | Owner | FDI Financial Diagnostics Inc.

Carl is a person of high integrity and a unique vision who works tirelessly for the benefit of his clients. I welcome every opportunity I have to refer clients to him as I know they will be impressed with his dedication and knowledge.

Angiola De Stefanis | Principal | Alliance Lex, Lawyers

Carl is an honest and trustworthy advisor whose ideas and guidance have helped my family take the next step towards our goals.

Kai Venemore | Owner | More Visuals

Ever since becoming a client of Carl, my financial future is clear and more organized. He has given me the knowledge and tools to make the best choices for my financial goals. One of the wonderful things about Carl is his genuine interest in helping my business grow. It is a great pleasure working with Carl.

Grace dela Cruz | Naturopathic Doctor

Carl is a person who knowledgeable about many different aspects of financial planning, from how macroeconomic issues that can adversely affect investments down to the minute details of the tax code to more effectively reduce your tax burden. Every time I speak with Carl, I am always impressed by how personable, honest, knowledgeable, and ethical he is.

Loong Chan | Jr. Mobile App & General Programmer | Thinkingbox Media & Design

Your presentation was wonderful, the food was delicious ( you and your wife made.) It was easy to understand your seminar and it sounds like you are well versed in finances.

Best wishes for the future of you and your family.

Kalawna Biggs | Dental Hygenist | Gibsons Dental Centre

I have found Carl to be knowledgable, friendly and easy to work with. His explanation of the ins-and-outs of insurance as a future planning tool still stays with me today!

Kristi Mader | PLAN

Financial Planning is a critically important undertaking in everyones life. From the lay person to the professional, planning for one’s future in today’s economic times of uncertain markets, can be intimidating, confusing and downright daunting.

Carl Brodie has alleviated this ‘stress’ in my life. In his ‘down home’ approach with financial matters, Carl manages to create a plan customized to one’s lifestyle and future needs (dreams). In a gentle and unobtrusive way, the information is presented in an informative and comprehensive manner.

Professional and sincere, my personal dealings with Carl Brodie have always been of the highest caliber, and I feel I could entrust him to guide me on the path to financial stability, comfort and security. Thank You.

Dr. Evangelos Papoutsis | Dentist | Gibsons Dental Centre