Congratulations on your 25th anniversary with Manulife Financial. During your career, you have shown exceptional leadership in sales and service to your clients as is evidenced in your 4 Star Master Builder status, Manulife’s most prestigious award and recognition program worldwide.
The commitment that you’ve made in developing such a successful practice is a reflection of the professional advice and service that you provide to your clients. You should take pride in your accomplishments and the role you have played in helping your clients realize their financial goals.
Manulife Financial is proud of its relationship with you, Neil. We certainly value the loyalty and dedication you’ve shown throughout the years of our association and we wish you many more years of success.
National Sales Vice President
I am pleased to say that Neil has been our trusted financial advisor for over twenty years. During that time he has managed our insurance coverage and our investment portfolio in a most professional and satisfactory fashion. Neil listens to his clients and makes recommendations based on their aspirations and concerns. He outlines investment strategies in easy-to-understand language and will go into as much detail as the client is willing and able to digest. His attention to detail is extremely impressive. His reporting is prompt, reliable and always accurate.
We are most satisfied with the way in which Neil has acted as our financial advisor over the years and would recommend his services to anyone; in fact we have recommended his services to our family members and closest friends.
President, Braecroft Educational Svcs Inc
Congratulations are certainly in order as you celebrate 25 years in the industry. We can hardly believe that it was a quarter of a century ago that we first met. You have always provided the utmost in caring, insightful and sound financial advice. We wish you continued success as you move into the next phase of your career. Our thanks for your financial acumen and friendship.
Bruce and Donna Deakin
We have known Neil for over 20 years. In that time he has become a friend, our life insurance agent and our financial advisor. He is knowledgeable and current in investment trends and his advice has guided us well over the years. Our investment portfolio has continually increased even during some tough economic times. Neil helped set up very diverse insurance policies and RRSP’s for ourselves and our children. Neil is truly professional and an asset for anyone seeking informed advice.
Mike and Joanne Foster
We would, and have, recommended Bocking Financial Solutions Inc. to friends! Neil took the time to understand our needs and provide advice to match our financial situation. Neil has a professional approach and made us feel right at home when we asked about the complex world of investing. He really wanted us to understand our situation and provide advice without pressuring us to buy unnecessary products.
We trust the Bocking team and will continue to build our relationship with them as we grow our family and are look for new products/services in the future.
Lee and Christa Hruska
We have used the services of Neil Bocking for 21 years for both our Pension Plan and Group Insurance. I have worked with Neil for the 8 years that I have been the Controller at Klockner Pentaplast. Neil has provided us with excellent service. He is always available to us and gives us prompt and attentive responses to any questions we have. Neil has always worked to get us the best rates and coverage for our insurance.
Neil is very approachable and all of our employees feel very confident in going to him for any pension help. I would highly recommend the service of Bocking Financial Solutions Inc.
Klockner Pentaplast Controller
I have known Neil almost 30 years on a professional level and over that time he has earned the right to referrals from my client base (something I never do lightly). Neil has earned my trust by being knowledgeable about product lines, professional at all times, being a caring and compassionate individual, and taking the time to address client questions even when he knows that there is no “sale” going to take place.
Above all else, Neil puts the interests of his clients ahead of his own, which I believe is one of the hallmarks of a true professional.
James A. Weldon C.A.,CFP
As a client of Neil Bocking’s, I don’t feel like I’m just another feather in his cap. Neil treats my financial portfolio like it’s his own and my goals become his goals. Neil is very personable and because he makes house calls, our meetings are very relaxed. Neil takes the time to answer my questions and any concerns that I may have. Between our meetings, I stay well informed through Neil’s regular mailings.
Laurie is also very competent and well organized. Without her, Neil would not be able to dedicate so much time and effort to his clients. My financial future is in their hands and I trust them completely.
Liz and I have known Neil for 25 years and he has been a very trusted advisor. He has always been very professional, but more than that, has put his clients needs first when giving investment and insurance advice. Although we are probably not one of his larger customers, he has always treated us with prompt, courteous service and no request has been too much to ask. Laurie Selway has also been very helpful in Neil’s absence.
We wouldn’t hesitate to recommend Bocking Financial Solutions to our friends and family and have been please to do just that.
Harv and Liz Rice
I have known Neil Bocking for more than 20 years and for as many years I have also been his client. Neil is an eminently qualified Investment and Financial Advisor who is dedicated to understanding the personal and financial goals of his clients. This understanding allows him to compile an investment portfolio, which achieves optimum benefits for his clients. Laurie Selway is also very capable and efficient – another cornerstone of Bocking Financial Solutions Inc.
Ann Marie Seymour