As  a new client I am pleased with the teams financial expertise, innovative strategies and professional money management. They offer individual meetings, webcasts and updates along with lower management costs to help investors achieve their desirable outcomes. I am pleased also with Whitby’s team charitable donation this year to help underprivileged children where 100% of the donation goes to families in need as there are no administrative fees. The individual attention they provide to my investments is very appreciated. A special thank you to Rodney Estabrooks, who introduced me to his Whitby team,

Sharon Swain