My wife and I first met Marlis when she was with a financial institution that we invested with. She immediately impressed us with her personality and knowledge of the present day financial situations and some of the pitfalls that can occur if you are not kept up to date on the markets. We met regularly and got great financial advice with pleasant meetings that included some humour and fun.
When Marlis decided to join FundEX we found her and took our investments to her and her new institution. We have developed a great relationship with her and trust her implicitly to handle all our financial affairs. She has been like a breath of fresh air to us, making investing with her not only profitable but enjoyable. I kid her in telling her she has become like a member of our family.
Marlis has changed our portfolio around some since the early days and knows the markets so well it is almost eerie. She also keeps us up to date on the latest happenings and what could happen in the future. No one has ever done that with us before so we appreciate the time and effort she puts in for our present and future financial situation. Marlis has worked hard for us and has gained our gratitude and our friendship as well, and we thank her so much for all her great advice and effort.
We consider ourselves very lucky to have found Marlis.
Nanoose Bay, BC
