Testimonials – Professionals

Prepare to say “This is the best thing I’ve ever done.”

The Counterpoint Manifesto

An epiphany now is always better than an epiphany later.

The Counterpoint Manifesto

Insurance is for the living.

The Counterpoint Manifesto

“Prior to meeting James I thought I had the right advice. As it turned out, I had a serious problem relating to a previously implemented plan which required immediate attention. James identified the issues, explained them to me in ways I understood and then worked with me to resolve them. I now have a tried and tested plan that positions me where I want to be in the future in terms of wealth creation and permanent protection.”

Managing Director, Equity Capital Markets, Top 5
Major Financial Services Firm in Canada

“I have enjoyed working with James both personally and with the firm. He has a deep understanding of the products, their tax treatment and advanced strategies which significantly increase their usefulness. These ideas provide peace-of-mind knowing that capital is protected tax efficiently and that protection is in place.”

CFO, C.A, Toronto Based Merchant Bank

“As an institutional finance professional, I did not fully understand this product. James walked me through all the permutations and combinations that would best suit me and my family… I am now fully invested/insured and very happy for it.”

Fixed Income Broker, Shorcan Brokers Limited

“James has been a valued advisor as it relates to my long-term insurance planning needs. He is professional and has great knowledge of the various products and options available to clients. He helped me understand the nuances and benefits of the policy and was clear and responsive in answering all of my questions. It has been a pleasure working with him.”

Partner, Anson Group Canada

“I initially contacted James to put permanent life insurance in place. After being provided with several options and reading material, I was able to look at life insurance as something my family could benefit from in life as well as its intended purpose. I now look at insurance as a kind of “mandated savings plan” and it makes me feel much more secure and in control of my investments and future.”

Vice President Finance, Central Welding & Iron Works

“James was extremely knowledgeable and provided well thought out ideas and strategies. There are a vast number of financial planning options available and he was able to offer an alternative that suited our needs perfectly. We were very happy with the service and security we now have for our family.”

Investment Banker, Citigroup Capital Markets