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Client Testimonials

"We appreciate your friendship and sound financial advice. Our emotional tone and bottom financial line has been much better since meeting you."

                                             - Alma and Dennis

"My husband and I have been working with Ruby Lougheed Yawney for the past 9 years after being referred to her by a good friend. As we had no previous dealings with financial advisors, we were not sure what to expect and were so pleasantly surprised. Ruby and her team have shown us nothing but respect and friendliness, greeting us like family and making us feel like her most important clients. She has taken the time to explain investing and insurance options and has helped us with tax and estate & legacy planning. When my husband and I found out I was terminally ill with stage 4 cancer, Ruby was our first call – we wanted to ensure everything was in order. She visited us at the hospital the next day to provide not only a reassuring word, but also a very needed friendly face. I, in turn, have referred her to family and friends and will continue to do so – leaving this recommendation long after I’m gone. Thank you Ruby and team for continuing to make it easier for us and for my husband."  


"Excellent information. Ruby takes the time and effort to explain our investments. We feel our money is in good hands."


"Ruby, to me you are much more than a Financial Advisor. At a time in my life when I could hardly think much less think for myself, you were there to guide, support and sometimes (lots of times) to do for me. You gave me a lifeline when I needed it most and continue to provide me with sound advice and guidance on not only financial matters, but life issues as well. You are a work of art. You are one of the most caring, intelligent, wise women I know with the highest standards of professional integrity. Thank you for all you have done and continue to do."  


"Ruby, thanks for the information. We appreciate the time you take with us, the work you and your team do, and the considered advice. It's difficult to see the long game sometimes, and you have a unique talent for putting it into perspective for us."

Neal and Michael