Our clients come from many walks of life and it is a privilege to serve them all. They include investment professionals, senior partners at some of Canada's top law firms, medical practitioners, chartered accountants, IT professionals, entertainers, entrepreneurs and small business owners. They range in age from their early twenties to their late nineties. In many instances, we have the honour of serving several generations of families.

Many of our clients are now enjoying the fruits of their labour in a comfortable retirement. Some of these retirees have moved to other provinces and we are pleased to continue to serve them in their new surroundings.

Our practice has grown over the years because our clients consistently recommend us to their families and friends.

Kind Words

This is not a job for Robert, it is his passion. He doesn't focus on numbers on a page, he cares about me and my family. Having spent a dozen years in the investment industry myself, I have interacted with literally hundreds of investment advisors. Robert is the one to whom I send my friends and family.

Mike Todd
North Vancouver, BC

Robert Agouri is the best financial advisor I've ever had.  I came to him three years ago with a complex need involving an annuity.  Having been to several other advisors with the same question, I can say that not only did he arrange the best possible deal for us; he did so with considerable effort, thoughtfulness and ingenuity.  During the process, he investigated a number of alternative approaches and explained each one to me in a simple, direct way.  Throughout, I felt that he was clear and candid and wholly committed to our best interest.  I still keep in touch with Robert and listen carefully to his advice on matters involving Canadian finances. 

Ettie Taichman
New York, New York

Robert,

I wanted to write you a quick note to thank you for all of the great
work you have done for my family and I over the years. I look back
over our relationship and realize that we have worked together for
over 10 years.

The fact that I have kept you as my financial advisor in these
turbulent times over these many years speaks volumes about your
professionalism and knowledge. You have managed to anticipate my
requirements and keep our whole family on track to some sort of
financial stability.

The knowledge and experience you bring to the financial table makes me
confident that we will have many more years to go in our relationship.
By then Alex will be in university and Nancy and I will be able to
enjoy the future you have helped us to create.

Best wishes to you and your company. I know that you will be able to
replicate our positive experiences with most other relationships. I
whole-heartedly endorse Path Financial and Robert Agouri as
professional advisors that have fully earned my trust and respect.

Michael Elliott
Managing Director
Head of Sales Canada
HSBC Bank Canada