Hayley is truly a caring and helpful person as a friend. She is also professional in her job and responsive as a financial advisor. Moreover, she will propose plans and solutions according to my financial situation and budget. I will highly recommend Hayley not only because of her good qualities she has, but she is also able to provide comparison services across different companies.
Hayley takes her client’s needs seriously and she is very prompt when addressing to my concerns. She is very professional by giving advices and plans that suits my financial situation. I feel very comfortable with her too as she is not pushy about her products. I have confidence and 100% trust to have her handle my portfolio and financial planning in the upcoming years till retirement.
Jacqueline's trails of achievements gave me the confidence she would be able to give me sound advice. She is patient and laid out options for one to consider, explain the recommendation clearly. Jac provides a quarterly update of how the personal portfolio is doing and also gives updates on the general market trend. This is useful to have an idea of how your personal portfolio is performing against the market.
My son introduced me to Gabbie, and I was impressed by his honesty and sincerity. He presented complex financial matters clearly and consulted experts when needed. He focuses on my needs, not just selling products. I confidently recommend him to others.
Zack went above and beyond as my financial advisor. We're schoolmates, so trust wasn't an issue, but he truly impressed me with his detailed and honest explanations of different policies. He cuts through the jargon and makes everything easy to understand. Plus, he follows up promptly and keeps me informed. I wouldn't hesitate to recommend him to anyone looking for a trustworthy and straightforward financial consultant!
Jacq and I go way back, almost 8 years now, from our time in a previous company. Trusting her has always been easy. One standout memory would be the countless hours she’s spent training us, ensuring every detail is covered. Her genuine care for the team, coupled with her passionate drive, has been a guiding light. Our team gatherings and bootcamps, orchestrated by her, have been monumental in forging a cohesive, friendly team culture.
Under Jacqueline’s leadership, our team has risen to her high standards of industry knowledge and client service excellence.
Every day with Jacqueline is a lesson in growth. Her guidance is unmatched—from those yearly reviews where she encourages me, pointing out areas for improvement, to her genuine concern for my well-being. I remember this one time I was coughing non-stop, and she went out of her way to get me special medication. And when my back was acting up, she made sure I got a massage to help. It’s these moments, big and small, that showcase her dedication not just as a leader but as a genuine human being.
Working with Jacqueline is nothing short of enlightening. She’s the epitome of dedication and brilliance. Every day with her offers learning and growth. One standout moment was seeing her tailor-make a solution for a unique client situation. Her ability to juggle mentorship, learning, and client care never ceases to inspire me.
Jacqueline is not just a mentor; to me, she’s family. From my very first steps in this industry, she’s been the guiding force, the caring sister, offering unwavering support. Those initial challenging months could have been overwhelming, but with Jacqueline’s consistent check-ins, both about work and my well-being, I found the strength to persevere. Her dedication to not only her profession but also to the personal growth of those around her is truly commendable.
Jacqueline is the kind of leader who doesn’t just tell you how to do things but inspires you to strive for more. She blends vision with empathy, making us feel valued and understood. Each interaction is a lesson in leadership, and her trust in our capabilities stands out for me.
Jacq is an exceptional director, known for her meticulous attention to detail, eagerness to assist, and openness to diverse viewpoints. Her willingness to consider varying opinions ensures decisions are both well-informed and inclusive.
I’m grateful to have a supportive manager who shows me my blindspots and how I can do better in my career, as well as a training ecosystem at Infinity which is very good and comprehensive.
I was looking for a mentor who knew what she was doing, and an environment that had a strong ecosystem, with adequate training and a good support system, and what I experienced at exceeded my expectations. I’m surrounded by top performers in the industry and they’re very open to sharing insights
