What our clients say about us
John V.
Business Owner – Construction
Anyone looking for a financial planner? We switched from our previous financial advisor to Ly & Associates a few years ago & we are so happy we did. We found him to be hardworking, very knowledgeable & has a wide range of options, for each need. He is easy to communicate with & makes it easy to understand the various options.
Eduardo C.
Business Owner - Tech
"When I first met John, I had the feeling that I was in the right hands. Not only is he a professional consultant that understood clearly all my needs, but he is also a great human being."
Aman B.
Business Owner – Financing
"Our experience with John was amazing! He is a very professional and knowledgeable individual in his line of business. He truly cares about tailoring his products around each of his client's needs. He was extremely patient and was able to provide us with sound advice and ensure that we are set up with the proper insurance products."
Trevor L.
Business owner - Engineer
I've worked with John Ly over the past 18 months to fulfill a range of insurance needs. His combination of practical experience & attention to detail allowed me to make sensible choices for my business & my future.
John Ly and his team helped us in the process of obtaining a Corporate Life Insurance Policy as part of our Estate Plan. John was very knowledgeable and helpful throughout the process. We were very happy with the outcome of the transaction and definitely recommend his services.
Pauline H.
Retiring Business Owner
I have been a client of John’s for about a year now. He came highly recommended by my accountant and I have found him to be very easy and transparent to deal with. He explains things so thoroughly in stages so as not to overwhelm, which I really appreciated since the concepts were new to me. He’s also very diligent in his research as to what might be best for an individual client; he gave me several different scenarios before we came to a conclusion of what would work best for me. So far, I could not happier: I think there are very few people in his field that could match his expertise and professionalism.
Rodderick E.
Director, High-end contracting & Consulting company
Just wanted to say thanks again for taking the extra time to help me understand and structure this investment in my corporation. It was a lot to absorb all at once, so I appreciate the extra effort, much appreciated
Alasdair C.
Director, Technical Consulting firm
John has worked with us to consolidate many different investment policies / plans into one place. Throughout the process, he has explained things in layman’s terms, and has helped make the transition painless.
He has the technical knowledge to understand the best way to access products that I would otherwise not have known about making him a great listener and very personable to deal with.
Eric C.
Owner, Retail store - Mens high Fashion
I've been in business for almost 20 years, I started to accumulate a lot of excess money in my corporation. I spoke to many professionals about what to do with this idle money that I felt should be working hard for me however found no answers. I then spoke to John and he came up with a unique and adaptable strategy for me to fund my future retirement lifestyle while minimizing taxes along the way. John's service was attentive, he explained everything in simple terminology. I would highly recommend John to any business owner as he is very knowledgeable in his field
T. & C. S.
Owners - Heating and Plumbing Company
We were introduced to John through our accountant, to help us navigate the pros and cons of different investment strategies from a tax perspective.
John demystified complex strategies, explaining them in layman's terms, and helped us choose an investment grade insurance product that is right for us. Thank-you John, you made it easy, and we now have a product that gives us the life insurance protection we need, as well as the retirement income and legacy that we were looking for.
