Testimonials

"I worked under Carlos as a summer intern and I can say that without a doubt, it has been one of the best working experiences I have had. Carlos was very eager to share with me his professional knowledge of the financial industry and coached/mentored me along the way. Working with him also showed me that he cares not only for the financial success of his clients but also for their well being. Carlos would multiple times go above and beyond to meet his clients needs as well as be there to answer any questions they might have. Carlos is a very professional Financial Advisor as well as employer. I personally recommend him." - Joe V, Former Colleague, Summer Intern

"I have been a client of Carlos for well over four years and since then he has managed my portfolio with utmost proficiency, dedication, respect, knowledge to just name a few. I am highly recommend him for any one considering someone that as far as I am concerned is the best thank you." - Mary S, Retired

"We changed dealerships from Dundee  / HollisWealth to Manulife about 7 years ago. We have been through two market corrections including Covid. The constant through the change and volatility was Carlos. We have worked with him for over 11 years and he continues to deliver the quality service, like day 1. Carlos is very efficient and takes the time to know his clients and their needs. You can tell he genuinely cares about people. I appreciate the regular updates, client initiatives and timely recommendations. I said it on his LinkedIn page back in 2015 and will say it again now, he is by far the best advisor that I have ever had!" -Jane R, Retired

"My wife and I retired early in life from our main jobs which afforded us the privilege to pursue other interests. As a result, we needed someone to give us some directions and to care for our savings. This was certainly accomplished when we met Carlos Flores at Manulife securities. The timely meetings over the past decade or so at our kitchen table or sometimes on zoom was always very informative and we have come to learn quite a lot about investing from his expertise. Our joint retirement portfolio is doing extremely well and have done so even during turbulent times in the market with adjustments he has made. Carlos has always made himself available to discuss any questions or concerns we have had. The excellent support from both he and his support staff have taken away most of the fears or concerns we once had. I am happy to say that our investments have consistently seen an overall upward trend." - Franklin & Ava R, Semi-Retired

"Good advisor's are keep clients' interest and benefit foremost and commissions secondary. I found Carlos of that kind. He reacts to market changes quickly and contacts his clients for appropriate actions. He is very patient, non-aggressive, listens to client and advise appropriately." - Nadeem A, Employee

"My wife and I have been consulting with Carlos for nearly 8 years now. During that time, Carlos has helped guide our investing carefully and surely through some very turbulent investment times - especially in the last few months. Due to his excellent analysis of the situations, we have found that our investments although small have been secure with steady growth. We appreciate his calm and friendly approach to helping us since we are not experienced investors. We highly recommend Carlos as an excellent investment advisor." - Gordon S, Semi-Retired

"We have been associated with our Financial Advisor Carlos Flores for over 12 years, and we cannot express what excellent service we have received.  He meets with us at least four times a year to review our financial status and explains what the markets are doing.  He is very thorough in everything he does, and we could not imagine being with any other person to provide guidance and assistance through these times of turmoil and uncertainty.  We would highly recommend him and his company to anyone." - James and Maria P