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Switching my portfolio over to Treva has been an amazing experience. She is highly knowledgeable, incredibly passionate about what she does, and her energy is absolutely inspiring. She has given me the perfect boost to think bigger about my retirement goals and focus on creating the life I want. I feel so comfortable working with her and look forward to a lifelong partnership. Highly recommended!
Satti
We are so pleased to talk about our experience with Horizon Wealth Management. From the minute you enter their office you will feel welcome and at ease. We have the pleasure of being looked after by Treva Anderson. The first thing we noticed with Treva was how professional yet friendly she is. You get the feeling she has all the time in the world for you. Treva does not "talk down" to you or "talk above" you. Her presentation and explanation of our portfolio left us completely informed and satisfied and we new we were being well looked after.
Marlyn and Dennis (Surrey, BC)
My experience with Horizon White Rock has been fabulous. You can trust this team. Their knowledge and expertise is apparent and they make you feel special with their personalized service. There’s no stress, no pressure, and your wellbeing is their priority. When you walk through their doors, you feel like you’re with family. The same familiar faces are there to greet you and customize the best possible solutions to your financial needs and lifestyle goals. They treat you with respect and honesty every time. They are different than financial advisors you meet at the bank. I love that they are local, friendly, and they stay in contact with you regularly. Thank you Horizon for providing a great service in our local community.
Christine (White Rock, BC)