What Our Valued Clients Say

After living away for many years, I knew it was important to purchase health insurance for all those extras that can happen - despite our medical coverage here in Canada. I am so thankful for your sincere input, as merely 16 days after I signed the paperwork my oldest daughter sustained a blow to her head in a fluke accident. Thankfully, she did not have a brain injury. She had extensive lacerations inside her mouth, and multiple permanent teeth severely cracked and dislodged. There is no doubt she will live with the consequences of this injury for the rest of her life. It is now 2 years later, and she is still required to see 3 different doctors, including regular visits to the IWK. I wanted to send a note of thanks to you because the health insurance has been wonderful.... they took the details of the accident and there hasn't been a question since then. They have even sent a letter stating she will be looked after in future years in regards to this accident. Dave, if it were not for your services, our family would have endured unlimited medical bills that I don't even like to think of !
Sincere thanks, Jocelyn Jones

"I'd like to take this opportunity to thank you for the excellent service we had and continue to receive. When we were looking for a group insurance plan and a retirement plan Dave Roberts of Bradley Roberts & Associates took the time to meet with us  and our employees a number of times to help us find plans that suited all of our needs. 
Our employees were impressed with how their questions were answered and how willing he was to meet with them on an individual basis as well.  Not only was he there when we were getting started but followed up with and remains available for us at any time. 
So many times we get good customer service when a company wants our business and then they forget about you when they have got it, but Bradley Roberts & Associates have proven otherwise.  We appreciate the service." 
Barb Halliwell
Finance Officer, Ascenta Health Ltd.
Dartmouth, NS

" We obtained financial planning service that has been both  professional and very beneficial.  We got valuable advice regarding tax implications related to our company, Fennell & Associates Appraisers Ltd. 
Also, you administered our Group Health Benefits, following up with any policy revisions, as well as other services offered.  We are confident that you met our financial planning needs and would certainly recommend these services to anyone requiring the services of a professional and conscientious financial services advisor. 
Rose M. Fennell
President, Fennell & Associates Appraisers Ltd.
Halifax, NS

"Thank you for the interest and help with my disability insurance plan.  Your interest and your help at this time helps put me and my family more at ease regarding the future.  Any further assistance or advice would be welcome and most appreciated.”
Ken Chute
Lower Sackville, NS

"Your knowledge of the insurance industry and your keen awareness of client service made our recent insurance transactions a pleasure!  Thank you!
I appreciated your time and patience with me and the great efforts you made to help me understand the many products available.  I am very pleased with our choices and found the whole process rather refreshing!  I look forward to working with you again.
Shelley MacDonald
Manager, Scotia Dental Associates
Halifax, NS

"We would like to take this opportunity to thank you for your professional assistance in helping us to choose a life insurance/retirement package that fits our needs and lifestyle. 
You initially met with us to get a feel for what we expected from our life insurance, and thoroughly reviewed the packages we had in place.  Not only did you come back to us with an excellent presentation, but you were willing to give your time to ensure we understood where we were at, other packages available, and where we would end up. 
We were impressed with your excellent product knowledge and thoroughness and appreciated that you carried through and took the time to follow up to ensure we were pleased. 
We do not like dealing with aggressive sales people, but you were never pushy or aggressive.  So, we would like to say thanks for the great service; it was an absolute pleasure.”
Alan & Colleen Hartling
Halifax, NS   

"I have obtained financial planning services for myself and my family.  The service provided has been professional, timely and comprehensive presenting services and policies in a concise format making it easy for us to choose services that met our financial goals and needs. 
In addition to a follow up with any policy revisions or other services offered,  we were provided with valuable advice regarding tax implications and planning strategies related to my company. 
As a result we are confident that we have implemented a financial strategy best suited to our goals and will be protected in the future should any adverse incidents occur. 
I would certainly recommend your services as a professional and conscientious financial services advisor for financial planning needs.”
C.W.R. Welsman, P.Eng.
President, Glenross Engineering Limited
Bedford, NS

“Our family immigrated from South-Africa to work and live in Canada.  I worked as a family Doctor in Newfoundland and decided I needed an income protector plan in case I got disabled for whatever reason.  I was very healthy and never missed a day from work in 3 years.  Because of my busy schedule, it took 3 years to finally convince me to take out the income protector plan. 
The final paperwork was done and one year later I was diagnosed with a late stage bone cancer.  After chemotherapy, several surgeries and radiotherapy, I was deemed permanently disabled to work.  My current disability insurance paid barely 66 % of my prior salary, so needless to say, this placed us in a terrible financial state. 
Fortunately the income protector plan started paying out monthly, the same amount I was earning prior to my diagnosis.  This is a non taxable amount and with it we can continue our standard of living as before.  The income protector plan is also coupled with inflation so the payment amount increases. 
The message here is that nobody is healthy enough to say they do not need an income protector plan like the one that was suggested to us.  Thank you so much!
Dr. Eugene van Onselen
Coe Hill, Mtb