Our clients work with us for different reasons. Some choose us for our investment knowledge that comes from years of experience and extensive education. Others appreciate our attentiveness to their needs whenever they arise. Here are a few examples of why clients trust us as their wealth management partner, and of the solutions we have developed for them.

 I’ve been fortunate to be able to count on Marco’s good advice for over 15 years. Over the years, I’ve always appreciated not only his talents as a financial planner but also his exceptional commitment to clients’ well-being. Every one of his interventions shows that he fully understands clients’ aspirations and concerns and contributes in his own way to helping them achieve their goals. His human qualities make him a highly valuable person, and his knowledge makes him a partner in my financial success and my quality of life. Never, over all these years, have I felt harassed by a salesman pushing his own agenda, and Marco has never hidden when the markets didn’t materialize. This has greatly contributed to our truly unique bond of trust. I must also mention the quality of his team and their devotion to clients, which mirrors Marco’s commitment. 

Gabriel B.


 After a long and difficult divorce, I found myself at age 55 with no plan for the future and with dim prospects for retirement. A friend introduced me to Marco Vendramini who, with plenty of reassurance, trust and empathy, advised and guided me through several financial transactions toward a more comprehensive and detailed life plan. All this was done in a respectful way while accounting for my aversion to risk. I ultimately gained a new view of my finances which allowed me to see more clearly and farther into the distance. I can now look forward to the future without the anxiety that ignorance brings. Since I met him, I’ve been able to count on Marco whenever I have questions, no matter how simple, and he always responds very quickly. Thank you Marco, and thank you as well to your dynamic team. 

Danielle E.


 Marco Vendramini has been my financial consultant for over 15 years. During this time, we’ve witnessed many instances of serious investment securities fraud. I’ve always trusted Marco and Investors Group, I’ve never had any doubts and they’ve never disappointed me. Marco’s and Investors Group’s professionalism and expertise have always served me well. I’ve never lost sleep over my investments, even during the last recession. 

Daniel B.