Testimonial from Erica L

I have worked with Vera Vlaovich for 7 years.  When I first came to her, most of my assets and investments were in the United States and managed by people whom I did not know and in companies that were removed from my life in Canada.  I did not feel that I had a clear sense of what my financial assets were, how they were being invested, and why; nor did I have a relationship with those that were making these decisions.  Money for me was something that I did not want to worry about, but also something I was afraid to really examine.  Vera led me through a detailed and careful process of identifying what I had and worked with me to develop a lifelong investment strategy.  It was both a chance for me to learn about my money and mature into a person who could handle my finances.

There have been many stages of my work with Vera.  Through our work together, Vera has helped me to determine how to include charitable giving into my overall financial plan.  We have addressed issues ranging from life insurance and updating my will, to long term financial planning for my children’s futures.  I feel that in my work with Vera, I have taken what felt like a disjointed portfolio and brought it together to create focus and direction.  As well, I now have an understanding of my assets and a sense of how they fit into my life goals.

My mother recently died, and Vera has been an invaluable source of support, assistance and resource in dealing with my mother’s estate, as well as the emotional issues I have encountered with my inheritance.

Communicating with Vera is extremely easy.  She is readily available on email or phone and we meet at least quarterly to discuss my investments her reports are detailed and informative.  I feel on top of what is happening and in control of where my investments are headed.

I feel extremely confident in my investments with Rogers Group Financial.  In the seven years that I have worked with Vera, I have grown in my understanding and comfort with financial planning.  I feel privileged to be her client.

Erica L
September 2009

Testimonial from Nancy G

I have known Vera Vlaovich for over a dozen years, since our first association as collegues and later friends at the Greater Vancouver Regional district.  I watched as her skills and knowledge took her into the areas of compiling and administering large and complicated budgets and dealing in a professional manner with a wide range of people and situation.  With these skills, it was not surprising that she should choose to strike out on her own. 

When Vera approached me to become my financial advisor, I recognized that the qualities that marked her as an able and valued colleague were the very ones I wanted in someone to whom I could trust my financial affairs: a thorough and up-to-date knowledge of her subject, conscientiousness, dedication, honesty and discretion, and the ability to listen to and recognize her clients needs and fears.  Although I had been a (somewhat erratic) investor for many years, my finances were somewhat untidy.  Vera spent time assessing my needs and soon came up with a plan to consolidate my assets and maximize returns to meet my twin requirements of growth and security.

In large measure because of Vera, within two years I was able to reach my goal of early retirement, confident that, with her advice, my assets would continue to work for me in a more effective way that I could have ever achieved alone.

I have no hesitation in recommending Vera Vlaovich as an able and knowledgeable financial advisor, sensitive to the individual needs and personalities of her clients and dedicated to helping them meet their goals.

 Sincerely,

Nancy G
February 1996

Testimonial from Sharon A

One of the best things to have happened in my life was meeting Vera Vlaovich.  My brother introduced me to her on July 14, 1997.  I had been separated from my husband of 32 years for a few months and my brother thought that I could use some help with my personal finances in the future.  I already knew how to save money, but my husband had always managed all monies set aside for investments and retirement.  I didn’t even have a credit card in my name.  Things have now changed.

For the past four years, Vera has done a totally outstanding job of managing my finances.  Each investment has been thoroughly thought out and researched before presenting it to me, then explained in detail I can understand, with all my questions fully and patiently answered.  Her personal investing philosophy – slow, steady and solid (never volatile or flashy) is a good fit with my own goals and risk levels.

I have also been very fortunate to have had Vera’s support and financial expertise during every step of my separation and subsequent divorce proceeding.  She worked closely and well with my lawyer, from the initial meeting until final dissolution, enabling a very satisfactory outcome.

I’m sure that most, if not all, of Vera’s clients think of themselves as her friends.  She is a very caring and honest person, believing strongly in the golden rule and applying those beliefs daily in her personal life as well as in dealings with her business clients.

My own life has been enriched since meeting Vera and, following her advice regarding investments, I am confident that all aspects of my financial life will grow and be secure for the future.

I would highly recommend Vera Vlaovich to anyone in need of a Personal Financial Planner.

Yours respectfully,

Sharon A
August 2001