Client Testimonials

"We consider ourselves to be fortunate to have met Gord Milsom approximately 10 years ago. We have found him to be a man of integrity and have very much appreciated his advice during the time that he has been our financial advisor. His service to us has been outstanding. Looking for someone reliable to ensure your financial future is in good hands? Look no more, Gord and his team will meet your needs in a very professional and caring way." - Dennis Graham


"Integrity, honesty and genuine concern for their client. That’s the level of service that I have received from Gord Milsom and his team since 1998. If you are looking for a professional team who constantly updates their knowledge to ensure your financial future is on track, do consider Gord and his team. You won’t regret it. "
- Lawrie Livingstone


"I first met Gord Milsom in 1998 shortly after I retired from Selkirk College in Castlegar. He had a temporary office in the basement of Castlegar Savings Credit Union for his visits to Castlegar to meet with clients. My wife and I had decided we needed some advice on what to do with our savings, RRSP’s, pension income, and an expected inheritance.

I have been meeting with Gord two or 3 times a year, mostly here in Castlegar and occasionally in Kelowna ever since, and have been completely satisfied with the advice and directions he has given me through all this time. Of particular interest to me is that he has taken the time to become knowledgeable about senior’s issues - important as I am approaching 75! I heartily recommend Gord Milsom to anyone looking for assistance and advice in planning their financial future." - John Adams