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Client Testimonials

Invest with confidence in those who have proven their value in helping others.

"Simon & his team at Charter House have provided carefully researched advice & efficient management of their financial affairs to clients we have entrusted to them. We know we can rely on them to deliver quality investment & financial security advice to meet our clients needs."

Tony Raguesco CA
Turack Raguseo Lesti Gilliatt LLP
Chartered Accountants

"From my point of view, a financial advisor must be trustworthy, honest, knowledgable of his products & care for his clients, Simon has all of these qualities & much more & for this reason I have been dealing with Simon for over 25 years & plan on doing so in the future."

Rob Lafontaine
President Lisa Cosmetics

"We have been working with Charter House for more than ten years, and would highly recommend them to anyone who needs a financial advisor. They have been extremely supportive, responsive and proactive, always keeping our best interests in mind and ensuring our insurance and investment needs are addressed."

Jodi Echakowitz
Echo Communications

"Simon Hecks & his staff have provided our clients with competent, professional & reliable financial planning in the areas of health, wealth & investments. Their products help our clients plan for the future, both on the personal & corporate levels."

Bernard J. Reynolds C.A.
Mehl & Reynolds LLP

"My association with Simon Hecks, now with Charter House Financial Group extends back to the 1970s when I first met Simon through a mutual friend. Over these past thirty-five years, I have, as a partner in a firm of Chartered Accountants, referred a number of clients to Simon & we have worked closely together to service them in a variety of areas & with a variety of products which Simon has introduced to me & to such clients.

He has brought to the table, much expertise & has in every way combined this with accessibility, conscientious effort & loyalty to those who have relied on him for advice & guidance whether it be in investing in Mutual Funds, Retirement Savings Plans, Personal & Group Insurance Plans or corporate Plans designed to help employees or owners with tax efficient retirement planning.

I continue to recommend Simon Hecks & his organization, Charter House Financial Group to my clients & friends without hesitation."

Harvey Gardner, C.A.
Gardner Zuk Dessen
Chartered Accountants