Live well, retire better.

Testimonials

Business Testimonial

"The team at Podium really understands business. More importantly, they developed a deep understanding of my business - what makes it go, where it’s headed and how to significantly enhance my wealth leveraging my corporate success. Their individualized wealth management is something that I have never experienced before. Their patient process around my finances helped me understand my current financial situation and plan for the future. I leave meetings with them like I have just had coffee with and old friend. "

 

K. Moore, BCBA, Entrepreneur

 

 

Business Testimonial

"I've recently worked with Jim Pelot to implement the Insured Corporate Life Program through my Professional Corporation, including Critical Illness, Universal Life and a Personal Pension Plan for my retirement. He’s also helped me identify opportunities where I could save money, get better coverage on my policies and increase the tax efficiency of my Professional Corporation. My disability coverage virtually doubled for about the same price, and I understand clearly now what coverage I already had, what was missing and what could be enhanced. I encourage you to connect with Jim for a review of your existing coverages."

Adrian Indar, M.D.

 

 

Personal Testimonial

I would like to thank this team of awesome professionals for their great service in helping me purchase life insurance this year. They were very prompt with setting appointments, explained what to expect throughout the application process and helped me chose the best insurance based on my current needs. 

Julie and the team were always quick to answer any questions I may have and the insurance application went through without any problems. 

I would not hesitate to send everyone I know to speak with them about either Life insurance or investments. A team you can truly trust. 

R.V. 

Personal Testimonial

This testimony is for Jim and Julie at Podium Prosperity Group and is on behalf of my wife and myself.  We have been working with Jim and Julie for the past 4 months and have had such a refreshing experience we would like to share our thoughts.

Jim and Julie are very passionate about what they do, and as a new business professional in a very new chapter of my life (getting married, starting a chiropractic practice, buying a house) these two have been nothing short of incredible.  Jim worked diligently with me to put together a business projection model and Julie looked deep into our finances and our spending patterns to help my wife and I determine how best to save money while paying down student loans etc.

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Business Testimonial

We can't say enough about how much the team at Podium Prosperity Group have helped us with our personal and company's financial and risk management needs. They have suggested and helped us implement a solid plan that has us looking forward to a comfortable and stress free retirement.

Satisfied customers,
Peter and Nancy Giguere

Business Testimonial

Jim and Julie have been working on my business projections and planning for almost a year now and in that time I have been able to feel confident that my business is on track for growth. As a chiropractor, my business is always changing month to month and Jim was able to set up a full projection model and plan to help me determine the best way to grow my business and monitor progress. They both were patient, engaged, and most importantly a confident shoulder to lean on as I started my practice. They both offer insight when needed and ask all the right questions.

At the end of the day what I gained wasn’t just a financial plan for my business, but I gained two valuable members of my team that are focused on making sure I’m as prepared for the future as possible. I can’t stress enough how important it would be for any business owner to sit down and discuss with them how Podium Prosperity Group can help them excel and thrive in their business!

Thank you Jim and Julie for helping keep my business on track for success!

Dr. Matt Tribe BSc. DC.

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