Bick Financial Security Corporation

We proudly serve over 4,000 individuals and families and have over half a billion assets under administration. We are truly grateful for the positive feedback we receive every day from our clients...

Company-Wide

"After spending over a decade investing I realized that my financial goals just didn't seem to be coming together. I started to explore new options through dialogue with friends as I needed to change the crawl of my investments and future goals. Twice Bick Financial came up in conversation and were highly recommended so I gave them a call... I have experienced solid financial direction and explored and obtained new financial products that will produce mortgage freedom for me sooner than I have ever dreamed. ~ L. LaPointe

"We would like to express our sincere appreciation for the professional and yet personable way that Bick Financial has assisted us in our financial management... With so much information and research to be done nowadays when making major decisions, it's a real stress-reliever to be able to come to someone you can trust for guidance and direction... that's why we come to Bick Financial." ~ A. Knor

"My wife and I can't say enough about how satisfied we are with Bick Financial Services. We would not hesitate for a moment to recommend your services to anyone... Once again we would like to thank the entire Bick team for the extra effort that your company has consistently shown." ~ P. and E. Boucher

"We are very happy with the range of services available to us within Bick Financial to simplify our lives. We are looking forward to continuing this relationship with Bick Financial." ~ T. and J. Shoemaker

"I just want to take this opportunity to thank Bick Financial for their ongoing assistance. I will continue to recommend Bick Financial to my colleagues and friends. Thank you again!" ~ D. McCully-St.Julien

Diane Allie

Diane, thank you for helping me reach my career goals by making sure that our family had a good financial plan. We appreciate all you continue to do for our family's financial future.~ Poirier and Family

"It wasn't until we met Diane that we discovered there is more to investing than simply stashing your hard earned money away and hoping it grows to provide your future income. Diane taught us that investing wisely and utilizing strategic tax planning is the key to a successfully managed portfolio. Diane and her staff have exceeded our expectations on both accounts. She is a ‘take charge' person and she has an expertise in relationship building. We know she has our best interests at heart and for that we are very grateful." L&S Guenther

Diane Allie as my Financial Advisor has made it easy for me to recognize what is important for my investment portfolio. She communicates with me, informs me and guides me about innovative but comfortable ways to invest my earnings. Diane understands my priorities and my vision." ~ D. Zanin

"...we have found her to be wonderfully efficient, professional and proactive. She has consistently brought relevant and useful options to our attention, walked us through complicated scenarios with patience, and adapted all imaginable options to our specific personal needs. She has been consistently pleasant and enjoyable to work with. We have very much enjoyed working with Ms. Allie, and have absolutely no hesitation recommending her to anyone." ~ C. and S. Molyneux

"I find Diane always goes that extra mile, whether it's just finding out information or making sure that you fully understand what you're investing in, and also when investing for the future of your children. I feel confident with Dian Allie and know that my best interests are also hers." ~ D. Dermody

"We used to think that having a financial advisor while paying down debt (primarily our mortgage) was an oxy-moron. Thank God we had the sense to listen to Bick Financial. That was 15 years ago and now both my wife and I are in our early 50's and comfortably retired. Today with the expert advice of Diane Allie, we continue to invest through Bick Financial. Additionally, Diane has proven to be an invaluable resource as we now plan some of our long awaited expenditures. The time and personal interest taken with us and our families seems to be endless. Diane is just one of many advisors out there, but as innovative and conscience as she is, we believe that she is one of the best. Thanks to Bick and in particular Diane, we wouldn't get it done without you." ~ B. and W. Weatherley

"Diane shares in my enthusiasm of early semi retirement and possibly becoming self employed. Diane continues to keep my goals in her recommendations. This year Diane's recommendations during the tax season contributed to a higher income tax return with some surprise benefit rebates. Next Diane will help me with some much needed financial estate planning. As a single parent and sole provider I need someone with a 'Take Care and Innovate' mind set that always ensures everything is thoroughly examined. Diane's ethics, hard work, personal touches and genuine dedication clearly show that she has a passion for her work." ~ L. LaPointe

Clarence Bick

"Our association with Clarence Bick started before he opened his own firm. It has been a positive association from the beginning. Our decision to remain with him as clients when he began his own firm was one of the best decisions we ever made. His advice and guidance has helped us to achieve our financial goals. When we retired, and before we had to start collecting our RIFs, we needed to draw from our outside investments. Clarence showed us how to manage our withdrawals to augment our income without depleting our capital. He has guided us through changes in the capital gains system. If at any time we have worries about financial situations we know that we have only to make a phone call and we can make an appointment to see Clarence and discuss our concerns. Any time this has happened we have been perfectly satisfied by the outcome of our discussion. We are so confident in Clarence's ability that we have advised several friends and relatives as well as two of our sons to contact him and become his clients. We feel that their association with him will benefit them as well as it did us. Clarence and his brother and all their associates and staff, while being thoroughly professional, have a relaxed down-to-earth attitude that puts us completely at ease. They make us confident that our affairs are being managed in the best possible way and completely in our best interest." ~ S. & V. Randazzo

Melissa DeBrouwer

"One can never complain of lack of communication with Melissa DeBrouwer - above all she listens to your goals and is receptive to them. Your portfolio is tailored to your needs and monitored by her sound judgment. Her skills are offered in an unassuming manner which leads to the best outcome in a changing world. Her service is impeccable and above all trustworthy. She uses the latest technology to collect information and filters this to the client in direct, easy to understand materials. In fact, it is great to do business with her, as my family and I have done for several years. You would be well-advised to beat a path to her door." ~ F. Macpherson

"...Melissa is knowledgeable, reliable and trustworthy. She has created a portfolio for me that suits my risk tolerance level and investment goals. I am very satisfied with her sound professional advice." ~ S. Graci

"Melissa is actively involved in the community and her great personality is reflected in her work ethic. She and Jackie have always provided solid service, and I have appreciated the realistic approach while developing my personal financial plans. Melissa's extensive knowledge, honest feedback and continuing involvement are invaluable to ensure the strategies continue to be effective. I trust my goals of early retirement and financial security will come true, with a smile or two along the way." ~ R. Batchelor

"We rely upon Melissa for her advice because she is knowledgeable, smart, and current with happenings in the financial world. When we deal with Melissa, we are treated in a manner that is personable, straightforward, and conscientious: her integrity is 100%. We find Melissa to be very accessible by e-mail and telephone. In person appointments are easily arranged. Melissa is perfectly complemented by Jackie, her meticulous, detail-oriented administrative assistant." ~ B. and J. Bell

"...we have really been happy with Melissa's suggestions, guidance and service... since we first hooked up with you our own situation has changed quite a bit and we now we have 4 kids back at home but we know that you have helped to make sure our future is on track... if any of your future clients would like to call us on your behalf please forward our phone number to them... we are extremely pleased with Melissa and Jackie and how our financial future NOW looks." ~ D. Jennings

Melany Eastman

"I appreciate the time and effort Melany has spent getting to know my current financial situation, risk tolerance and future financial goals. Her experience and professionalism are evident in the way she handles my (sometimes naive) questions & concerns. The advantages and risks of all options are always thoroughly discussed and understood before any commitments are made. Based on guidance received from Melany and the Bick Financial team, I was able to implement strategies that made more efficient use of my resources immediately. I am confident that Melany and the Bick team are genuinely committed to improving my family's overall financial security." ~ J. Barbour

Richard Elwood

"Richard Elwood has acted as my financial advisor for over ten years, and I can wholeheartedly recommend him for his advice. I have enjoyed returns well above market average during this time. Richard advises investments we should purchase to achieve our financial goals only after a thorough discussion." ~ B. Roebuck

"Richard Elwood has managed a significant portion of my investment portfolio for ten years. His communication and ongoing informing manner have been timely and excellent in quality. Returns have been outstanding over the period of our business relationship." ~ G. W. Line

Brian Johnson

"I want to actually commend Brian on the way he has handled our accounts. We are pleased with the growth over the years. We appreciate his advice, recommendations and diversification which protect us from one-off situations like Stelco. Please continue to manage our accounts in the capable manner we have come to expect." ~ G. Miller

"Personal relationships are important to me and Brian has taken the time to become a friend as well as a competent advisor. Right from our initial meeting I was impressed with his knowledge and sincere and honest approach to our needs. He gives the impression that Rosemary and I are important to him regardless of the size of our account." ~ K. and R. March

"...I also wanted to say how much we appreciate your care. We know it is your job and so forth, but we have been to other financial advisors before finding you, and there is no comparison. We both feel you are interested and care about us. We know you are doing the best as you can for us and are not careless with our money. And we like your positive attitude toward the world situation. This makes us feel good. I have to laugh, I was describing how I felt about this to a friend and I said it was like having a family retainer... someone in the background always there to provide information on our state of financial worth. Sort of like in English mystery books." ~ R. Peterson and I. Smith

Jim McIntosh

"From the very first meeting when he explained his account management strategy to us, we have felt very secure having Jim as our financial advisor. With his knowledgeable guidance and sound advice you quickly realize that Jim is a caring, careful and true professional. He has diligently managed the personal finances for both my wife and I for several years and more recently he has taken on the accounts of my daughter and her family such is our faith and trust in his ability. Jim is personable and understanding of the anxieties we all feel at times when we entrust our life savings and future into an advisor's hands. Jim is quick to give accurate answers to your questions and has a knowledge based knack for quelling your fears. Now we must say thanks Jim since both our account balances and our feelings of security have never been higher. We look forward to many more years with you as our trusted financial advisor." ~ D. & M. Mazepa

"Writing has never been my strong points but I gave it a shot. I never think my words come across strong enough or my sentiments with the appreciation you deserve. Although I don't think you walk on water (Greg's quote) I can say I've never thought of changing advisors... They can call you what they want for legal reasons but you're my FINANCIAL GURU." ~ John

"We have been clients of Jim since the early 80's. His knowledge of products and his valuable experience in many fields has made him the person I chose to handle my family's financial needs. A tremendous comminicator, and his ability to sit down and discuss YOUR needs will make a good fit for anyone looking for sound financial decisions. In our case Jim also helped when my parents passed, discussing options, and requirements, when those times require both compassion and sound decision making. Jim also gives back to the city with his time and experience. Trustworthy, reliable, and dedicated to his clients would make Jim an excellent choice for anyone looking for financial advice." ~ J. & J. Willock

"THANK YOU doesn't seem to be enough - that is how I feel about my financial advisor Mr. Jim McIntosh of Stoney Creek. I have been a client of Jim's since 1989. He came highly recommended by good friends and I will forever be grateful for their judgement and trust in Jim. As my knowledge of investing was very limited, Jim has always taken the time to thoroughly explain, educate and best advice on each situation that has arisen since I became his client. He has expressed the most patience for the many questions I have had over the years. He and his staff have always been very professional, and in fact, we have become friends through this business relationship. On my recommendation my brother and his wife have entrusted their investments with Jim and just recently Jim has assisted me in establishing a RESP for my niece. No, THANK YOU just doesn't seem enough. Without his expertise, I strongly and wholeheartedly believe I would not have been able to retire at the tender age of 47." ~ P. Glass

"We have been associated with Jim for over twenty years, first as a financial advisor, and over the years he has become a very good friend of our family. Jim has handled all of our financial planning from the first RRSP that we acquired, to leading us through the trials and questions of early retirement from Procter & Gamble. Any and all questions that we had (even early on Saturday mornings!) were capably answered. He was very instrumental in the decision and planning process of both our parents. When it came time for them to make financial changes in their portfolios, Jim displayed not only a business manner but also a great deal of understanding and patience with them. We have had no hesitation at all to recommend Jim to our friends. As for informing my co-workers, who were also looking for financial retirement advice from a reliable source, the number of people who went with Jim and remained speaks for it. Jim is a caring and concerned person who puts your peace of mind foremost in his presentations of financial options and is only satisfied when you are completely satisfied." ~ E. & A. Gowland

Sharon Rizzuto

"... as the years flew by and our investments grew, we grew to admire and respect Sharon for her ability as an Advisor who has always has our interest at heart, who is a great example of a financial advisor, who has the undivided loyalty firstly and foremost to her clients. Although my mother's needs are different than mine, Sharon provides the highest level of service to meet our individual needs. Our relationship with Sharon has grown over the years, and we trust her without question; our accounts show how successful this relationship is proving even during the bleakest markets that we have seen in our time with her... We have the full benefits of Sharon's on-going service, periodic reviews, day-to-day consultations as deemed necessary, seminars and other special events. She is as near to us as the phone, the fax, or email. Contact is immediate. Sharon has taken the financial burden for our future off our shoulders; my mother and I can relax and sleep well at night knowing that our future is in good hands. I would not hesitate in recommending Sharon to anyone." ~ M. Neskar and C. Mills

"... We met with Sharon several times in order to develop our financial plan. During this time we needed to communicate private and personal information. This was made easier because of Sharon's patience, expertise and personal understanding of our situation. Furthermore, she was able to meet our diverse knowledge levels. Sharon provided my husband with the in depth information he required and myself with an opportunity to see the whole financial picture. Now, we both have the peace of mind knowing our risks are covered. Our assets are consolidated and managed by a qualified, accountable professional. We have an objective, our progress can be tracked and we are on the road to financial well being. Sharon even gave direction and support to my 18 year old son as he begins his own personal financial journey. I truly believe that one's personal finances are their life's work, and needs to be entrusted to a worthy individual." ~ J. Mendonca

"We have enjoyed working with Sharon Rizzuto for the past four years. She has been very generous with her time - especially in the big job of consolidating our varied and spread-out investments. Sharon is available, cheerful, easy to talk to and explains financial details very well. She carefully does her research and is always very familiar with the products she is recommending. She has always given us good advice. We would recommend her highly." ~ M.A. Smith

Josh Santa-Barbara

"...we need to do lunch and I WILL BE PAYING THE TAB FOR SUCH. No questions asked! I owe you at least that for all the professional advice you have given us as well as all the "networking connections" you have made and passed along our way. I know you will probably say that it is your job, however I believe you go above and beyond the description of ‘a good financial consultant.' Annette and I are very thankful that we decided to ask you for advice on life insurance and our professional relationship has blossomed from there. If I can ‘toot your horn' for a moment, I brag to all our family and friends every chance we get about ‘the best financial advisor' (you) that we could have ever decided to consult with. Keep up the good work. Thanks for the friendship and the professional advice. It is much appreciated and highly valued." ~ J. and A. McCarthy

Our experience with Josh Santa-Barbara at Bick has been a very positive one. We find him to be a very approachable personable advisor that never makes you feel like a little person or one with no intellect. He will always make himself available to you with enthusiasm and up-to-date knowledge in the financial field." ~ S. and B. Borer

"I just want to take this opportunity to thank Bick Financial, in particular Josh Santa Barbara, for their ongoing assistance. Josh has always been readily available to answer my questions and provides information on topics that are geared to my personal interests. I will continue to recommend Bick Financial and the services of Josh Santa Barbara to my colleagues and friends. Thank you again!" ~ D. McCully-St.Julien

"... Josh has been able to come up with some very useful suggestions to assist in our savings and investment options. We have finally met an individual with whom we feel comfortable and can trust in helping us take the important steps necessary for a healthy financial future. We are looking forward to continuing this relationship with both Bick Financial and Josh Santa-Barbara." ~ T. and J. Shoemaker

"Josh takes the 'advisor' role to heart. Maria and I were particularly impressed with his initial meeting with us, where he listened and discovered what our lifestyles were, our appetite for investing, and took a great deal of time to advise. Options are always presented with pro and con comments, as well as recommendations. Incidentally there is no pressure applied. Maria and I always feel we are in control with a level of advice that makes us extremely comfortable, and by the way has done extremely well for us." ~ J. Heij

"Having dealt with Josh for many years he has gained our confidence through his professionalism. Josh is not only our financial consultant but has become a friend. He is never pushy and has given us many options to enhance our financial portfolio. With the changing times and stock market fluctuations he has tried his best to keep us calm and answer all our questions." ~ P. and E. Boucher

"We are a small agricultural business, in operation since 1988. Josh Santa Barbara of Bick Financial Services is currently our Employee Benefit Plan representative. We find Josh very helpful, and quick to respond to any questions or problems that may arise. He periodically pops in to see us as well. We feel that he has our best interest in mind, and we are confident that Josh presents us with the best coverage and rates available." ~ Anonymous

"Interviews and discussions with Josh are highly professional and informative. His guidance with our financial planning has been excellent. We are looking forward to a long and prosperous relationship." ~ R. Lynn

Debbie Taylor

"We came to Bick Financial in 1999 and had never seriously invested for our retirement before and found all Bick staff were extremely professional and approachable.The intricate language of investments can be overwhelming but Debbie Taylor can cut through that cloud of mystery and add clarity while understanding your portfolio. Debbie also has a solid understanding of how and where your investment will impact on your annual income tax return. Bick respects your decisions on type, content of your investments and the amount of your hard earned capital you wish to invest. With little pressure and various companies, you can have confidence that your financial future is built on a solid foundation.When retirement occurs, they provided plans based on your requirements and Bick Financial realizes that every account is unique and no two lifestyles are alike." ~ James and Deborah Ritchie

Cassandra Thompson

"You are the best asset to my past and future plans." A. Logan

Larry and I have been clients of Cassandra for many years. During this time we have found her to be dedicated in doing her best for us. She is knowledgeable, helpful and enthusiastic about helping us with our plans and investments. Over the years our direction has changed several times, Cassandra has always been supportive and worked hard to do what is best in the present situation and long term." ~ L. and L. Wigood

Mike Travers

We have been clients of Mike's for a little over a year now and have found that he has made quite a difference in out lifestyle. His advice has helped us through the building of an apartment in our house. His gentle insistence that we "reveal" all of our assets and debts has enabled us to draw up a plan for paying off debt while investing for our future. We know that he is easily accessible by telephone and always has the time to explain the actions he wishes to take on out behalf.

We don't worry about our finances now that we have Mike on board. We feel our investments are secure and we will be able to retire and enjoy a modest life style. We wish Mike the very best with your firm and recommend his skills to others. ~ Ted and Phillis Lyden

George Van Arragon

"George Van Arragon and his assistant, Debbie Taylor, showed exceptional sensitivity and care with the passing away of dad and how best to arrange for the financial comfort of Mom. With so much information and research to be done nowadays when making major decisions, it's a real stress-reliever to be able to come to someone you can trust for guidance and direction." ~ A. Knor

"I'm glad to hear I have little or no exposure to Income Trusts... Janice and I are glad that you are our advisor and that Carol does all your support work. We hope this continues for a long time..." ~ Alan & Janice

Edward Van Der Kooi

"My wife and I want to extend a thank you for your work as a financial planner, which you have done for us. You have been very informative, prompt when questions arose and helpful with paperwork and related issues. It has been a pleasure working with you. We are looking forward to continue our relationship in the future." ~ R. Janssen

"Ed, thank you so much for the prompt advice you have given me. I greatly appreciate the thorough analysis you have sent to me. I feel much better equipped now to make decisions." ~ Don D.