Robert is the best financial advisor I've ever had.
— Ettie Taichman
“The results speak for themselves.”
Over the many years of our association, we have asked Robert numerous questions about the world of finance. They range from the academic and esoteric to the mundane specificities of our portfolio. Robert has proven to be as well-informed about global trends and markets as he is about the status of our personal finances. As such, he is ready with sound recommendations, open to new ideas, and very diplomatic. His goal is to ensure that his clients’ finances are managed very wisely and he succeeds admirably! The results speak for themselves. We look forward to counting on his financial advice for years to come.
— Mary Louise & Evange Kattides
“I trust Robert completely.”
I trust Robert completely. He and Teri have taken the time to get to know me, my family and our circumstances. I know that the advice I get from them is well-reasoned and always in our best interest. I do not believe my experience with Path Financial Group is unique. When I attend the annual Path celebration I hear similar stories from other clients. When Robert speaks at that event it is very clear the appreciation he has for his clients and the seriousness with which he takes his responsibility.
— Brad Thorman
"Admired and loved by clients."
We've just read the New York Times International Weekly which comes with the Sunday Star and saw the wonderful write-up of the Manulife Securities Community Leadership Award you received this year. What could be more fitting? You are not only known and respected in your business community but admired and loved by your clients too - especially by Judy and me. Your care of these two old ladies could not be equalled by anyone else and we feel so fortunate to have you in charge of our financial affairs that we can easily forgive you for being a Habs fan.
- Brenda Robson & Judith Ratcliffe
“He was my lifeboat!”
Robert has been my financial advisor for more than 10 years now, and I can honestly say that as a mental health professional myself, that I thought I was the only one who had a license to understand people to their core. I was wrong. Not only is Robert smart, educated, organized, and all the usual hop-dee-la, but he is something else - something that is very hard to find in the financial world: he is a humanistic, heartfelt, grounded guy, who wants to help his clients in the context of understanding their entire life and he will get to know you in that way. How great that he will allow you to know him and his family in the same way too. If you work with Robert, you join a family of people like me who like to laugh at Robert's blogs, who love his social events and silliness, who love hearing about his wife and kids because he is on this journey with you - as an advisor, but as a friend and professional. Robert has helped me make decisions through a divorce and the launching of a business. Believe me when I tell you - he offers more than applying finance formulas. He was my lifeboat - with wisdom and calm confidence.
— Alyson Schafer
“Wholly committed to our best interest.”
Robert is the best financial advisor I've ever had. I came to him 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, NY
“We have worked together for over 20 years.”
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 20 years.
The fact that we have kept you as our 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 Group and Robert Agouri as professional advisors that have fully earned my trust and respect.
— Michael Elliott