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Client Testimonials

My wife and I have known Nick for 27 years. He is very knowledgeable and has given us a very stable investment return each year.
Nick, Ethel, and Kevin are very professional and work hard to get the best bang for your buck! They are always available and are a wonderful group to have working on your side.

G & L
Buckhorn, ON

We have a long established, profitable, business relationship with Nick and Ethel. At the beginning of our relationship, Nick took the required time to determine and understand our expectations, goals, and risk tolerance. Nick and Ethel have provided over 20 years of prompt, friendly, professional service and guidance.
 Nick’s diligent and thorough business approach, including regular evaluations and strategic revisions, with professional support from Ethel has achieved excellent financial results for us.
 We remain confident moving forward with Nick and Ethel, and we will continue to recommend NDB Firm to our friends and family.

DGP & CMP
Lindsay, ON

When I met Nick Devere-Bennett, my investments had been with another financial advisor for years, but I was impressed with Nick’s knowledge and decided I would feel more confident having him as my advisor. We made changes to my investments systematically over a period of time, careful to not incur any penalties. My portfolio has performed better since I made the change; Nick keeps me informed and makes suggestions whenever he feels we should make changes. I am very comfortable with Nick and feel that I have made a wise choice in trusting him with my investments.

NS
Angus, ON

We have benefited from Nick’s services for nearly 25 years. He is available and accessible to us at all times to clearly answer any questions we have despite the levels of investments he managed for us.  
More importantly, he hasn’t let our assets stagnate. Nick has carefully adjusted our portfolio as markets shifted. At all times managing our nest egg allowing us to focus on our own lives and careers without concern.
In short, Nick treats our investments as if they were his own. 

Kevin & Christine Stammis

I can't say enough about Nick's professionalism, knowledge and his true caring nature. Finding Nick some 20 years ago and having him take over my meager savings was the absolute best decision I have ever made! I am now retired with no financial worries.

JSG
Keene, ON

I met Nick back in 1998 with Manulife, the person I had my investments with before was doing nothing, Nick took over my investments and changed everything, he has made me better off financially and when I retire I will able to live comfortably.

RL
Lindsay, ON

My husband and I have known Nick Devere-Bennett for the past 25 years. We have found him to model the highest standard of integrity and work ethics. He welcomes you to enter into a conversation about anything that he is passionate about, whether it be financial, world or family matters. Our professional relationship with Nick is very important to us.

JF
Peterborough, ON

In 1998, we started to invest with Nick and our experience has been nothing but 100% positive and professional.  Nick always keeps us informed and is very prompt in returning our phone calls. 

He has been a pleasure to deal with and we feel confident our investments are safe with Nick….he has become part of our family.

JRS
Peterborough, ON

My husband and I have been investing with Nick for almost 30 years, since we finished our post-secondary education. He was our first, and only, financial advisor and we have always been 100% satisfied with the professional guidance he has provided for us, as well as the personal care for our entire family. Nick has wisely invested our money so that we will be financially secure when we retire, and our daughter's educational future is well provided for. We would recommend Nick to anyone! 

Lisa & Eric

I have known Nick Devere-Bennett since 2015.

He has given me excellent financial planning advice and has arranged my financial affairs to flow easily to my heirs. The plans he put in place will reduce estate taxes and fees and make the process simple for my beneficiaries.

I am extremely happy with his service and recommend him highly.

CH
Oshawa, ON