Group Sponsored Financial Advisory Program

My fiancé and I met with the team at Dorval & Chorne to discuss all things financial planning and retirement. I was immediately impressed with Dan’s focus on quality of life throughout the entire meeting. This was very different than previous meetings or discussions I have had on the subject. He did not simply break out spreadsheets or software we have seen before - but instead asked great and challenging in-depth questions to help discern our goals, values, and understanding of our financial lives. We came in to the meeting with a fair amount of anxiety and uncertainty about some very important life decisions and we left with clarity and an action plan we both felt very good about. I wholeheartedly recommend attending a planning session with their team.

Too good to be true is how I describe working with Dan and Ellen. They have provided financial guidance to help us focus on quality of life. Communication is timely and concise. I highly recommend Dorval & Chorne.

I highly recommend Dorval and Chorne, It was a pleasure meeting with Dorval and chorne. Their response were prompt and very professional in their business. I was well informed and educated by the end of our session.They had my interest at heart. I am fortunate to have met their team and wished I had met them earlier. Don't wait, book a session and check them out!

I've read through the reviews after our first meeting recently, and agree with them all. They were suggested to me by a fellow nurse, and good friend, years ago, when I'd tell her we met with our FA advisor. It was the same message every year' "You're looking good, I wouldn't change a thing, see you next year". That was reassuring, but didn't address realistic outlook and strategies that could change with time. Admittedly, I/ we don't understand much more than general FA concepts. Technical terms and potential strategies we should consider usually cause my eyes to glaze over and brain to shut down. Dan and Bekah listened and understood that about us and answered in a way that truly made sense and we delved into way more in-depth topics/ strategies than we'd ever discussed with past FA advisor. Or, maybe it was that my eyes weren't glazed over and my brain was engaged with his words. My only regret is not seeing them sooner. I can't thank my friend enough for repeatedly telling me how much help they were to her, and to Dave and Bekah for our initial meeting. I cannot recommend them enough!

Dan and Ellen’s guidance and financial planning during our working years made our comfortable retirement possible. They understand the emotional side of saving, investing, living your life, “spending” and not spending. They are good teachers and their deep knowledge, honesty and sense of humor make financial planning and living our “golden years” less scary.