Here's what some of my customers have to say:
“As a couple just starting out in planning our financial future, Hugh has been an apt guide to navigate the many decisions we didn't even know existed. His recommendations and advice have put us on track to be financially ready for the future we aspire to, and his regular follow-up has forced us to take action on vital decisions many would put off for later. Clearly, he is able to tailor his program to suit the needs of those just starting out and get us headed in the right direction. He continues to be an advisor and sensible sounding board for every financial decision we make. We highly recommend taking the Planning Trail as it has been an enlightening and productive journey thus far.”
- Dr. Christina Cheung, Neurologist, Vancouver BC.
David C. Nagel, Principal, Type T Venture Capital, Vancouver BC.
“I have really enjoyed the Planning Trail Program, especially when I was able to listen to the CD and read the report. It opened my eyes to the things that have to be done, with the Goals and Gaps, and I am glad that we had the opportunity to go through that. I have a vision for the next 5 to 10 years in terms of the direction that I am going, and it is nice to have those kinds of things down on paper. I think I will use the program more and more over the next few years. I am accomplishing a little bit more than I would have otherwise, and I think I will accomplish a lot more a year or two from now.”
- Dr. Brad Carson, Sunningdale Dental Centre, London, ON.
“For the last 25 years Hugh has been a trusted advisor to me who always has my best interests at heart. He keeps tuned into all of the changes in both my family and business life and anticipates my needs, well beyond my life and disability insurance protection. Hugh is a great ‘connector’ and has an excellent network of professional associates to recommend me to, no matter what I need help with.”
- William (Bill) Jamieson, Streetwise Consulting, London, ON.
“My wife and I did the Planning Trail Program with Rawling Financial Inc. It was a great process that helped us get clarity of our financial goals. The vision part of the program did a good job identifying the Gaps between what we want to accomplish, personally and professionally, and where we are heading now. It helped to receive the “action items”, so we can feel we are making wise financial choices going forward.”
- Rick McElroy, General Manager, Eclipse Shutters, Concord, ON.
“Hugh Rawling understands the needs of today's business owner. I would encourage anyone who has questions about their financial future and security to meet with Hugh. He will work hard at taking care of your concerns.”
- Scott Webster, President & CEO, Scholar's Choice-Moyer, London, ON.
“The team at Rawling Financial provides excellent, committed service. They are approachable, professional and have never tried to get me into a financial package that I don't need.”
- Dr. Philip Walsh, Managing Partner, Smith Walsh & Associates, London, ON.
“We have been working with Stephen for a number of years and his commitment to our success is amazing. His insurance strategies provided us access to the funds we needed to invest in the Blu Duby in 2012 and recently allowed us to deal with an unexpected emergency. By implementing both his wealth creation and protection strategies we are confident that we are on the right path. This allows us to focus on our business instead of worrying about the unexpected. I would highly recommend Stephen to anyone!"
- Cheryl Milani, Owner, Blu Duby Restaurant, London, ON.
“Stephen demonstrates a solid understanding of the lifecycle needs of businesses, families and individuals at various checkpoints of their evolution. His commitment to be of service to his clients is evident in the way he works with them on an ongoing basis."
- Kathy McLaughlin, Program Coordinator, London, ON.