PDQ Wealth Management Testimonials

“The pdq plan has given my family and I a good grasp of our financial position from a cash flow perspective…
However, having a mortgage limits us in terms of maximizing our investments for our future retirement years. By eliminating our mortgage quickly we can then concentrate more on wealth building and improve our quality of life sooner. When dealing with pdq we feel they have our best interest at heart.”
– PDQ Client

Client Satisfaction Survey

PDQ conducted a client satisfaction survey. The survey was administered online and facilitated by Constant Contact, a vendor of online survey services.

Clients were asked:

“In your opinion, what does being on the PDQ Plan do for you?”

Top Responses:
  • gives us a long term objective to work towards and motivation to stick to the plan
  • means I get to be mortgage free sooner
  • to be able to retire before 65 and not having to watch every penny I spend
  • it gives me effective cash flow….
  • pays down my mortgage quicker
  • gives us a new way to looking at a traditional mortgage (i.e. not being stuck with it for 25 years!)
  • gives us an opportunity to ‘use someone else’s money’ to further our own financial goals
  • it helps me to pay through my mortgage much faster than I would otherwise
  • it focuses on the largest debt and not just investments

Featured Testimonials

Hear from real clients who’ve transformed their finances with PDQ.
Authentic stories of success, confidence, and financial freedom.

Our experience has been great. It’s been very collaborative. This is something new, creative and something that is pioneer- ing if you will, but in the end there’s been a strong relationship built and that’s all you can ask for from a partner. What I appreciate the most is the fact that when I achieve being mortgage free, I see that as being financial freedom, and the ability to open up a world of opportunities for us to build wealth and to enhance our lifestyle – and that is really what’s important to us as a family.

PDQ Wealth Management Testimonials Richmond Hill

P. Fiorino, Richmond Hill, ON

The pdq plan has given my family and I a good grasp of our financial position from a cash flow perspective. Buying a home is the single largest purchase my family and I will ever make. However, having a mortgage limits us in terms of maximizing our investments for our future retirement years. By eliminating our mortgage quickly we can then concentrate more on wealth building and improve our quality of life sooner. When dealing with pdq we feel they have our best interest at heart.

PDQ Wealth Management Testimonials Maple

J. Lilek, Maple, ON

When I met with Sid and he explained what the plan was and how it would work for me, we went through some test- ing to ensure I was the right type of investor for this type of plan. I have felt comfortable all along with the process and the information provided. I have already recommended PDQ to a few friends.

PDQ Wealth Management Testimonials Toronto

J. Burns, Toronto, ON

Great plan that can assist in paying down your mortgage sooner. Who wouldn’t want to make your dollars work harder?

PDQ Wealth Management Testimonials Concord

F. Dupont, Toronto, ON

I especially appreciate the honesty in the content. Nothing is hidden and the principle of full disclosure is evident everywhere on the website.

PDQ Wealth Management Testimonials Aurora

PDQ Client, Toronto, ON

PDQ provides us with the satisfaction that we are doing everything we can to pay down quickly and build financial wealth for future retirement years.

PDQ Wealth Management Testimonials Ontario

PDQ Client, Toronto, ON

General Client Comments

  • “Despite the recession, the financial plan is working.”

  • “Reporting could be more frequent—quarterly updates would help.”
  • “Excellent job, very professional. I trust the team.”
  • ”We feel that PDQ is on top of things with respect to our plan and pro-actively checks up on us and makes adjustments as necessary”
  • ”The PDQ plan and PDQ team are helping us achieve our financial goals within the timeline that we have set out”
  • “PDQ is proactive, checks in regularly, and makes needed adjustments.”
  • “The team helps us stay on track to reach our financial goals.”
  • “Appreciate the honesty and full transparency on the website.”

Satisfaction Metrics (Out of 100%)

Overall client service 83%
Overall value of the PDQ Plan 84%
Understanding of client needs 91%
Professionalism of PDQ team 92%
Average satisfaction across all categories 85%

Want to Grow Your Wealth? Get in Touch.

When you’re ready, we’d love to explore your goals with you. Our role is to listen, guide, and give you peace of mind that every dollar is working for you.

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