Client Testimonials

“We met April and Jay back in 2017 when I signed up for my life insurance. I remember the very first conversation I had with April, she said “one day you’ll get your own place because we will plan out for that”.
That inspired me even though it sounded impossible then, given the fact that I just moved to Canada and was still waiting for my permanent residence status. Some people told me it would be impossible to get to that goal however the Cambria team was consistent with their advice and support.
Fast forward to today and we are now homeowners! From beginning, April and Jay were always thoughtful and gave us the best guidance towards financial stability”
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— Miead and Lea Mehdipour

“Who would have thought that a simple custodian taking care of Jay and April’s home will actually become a homeowner himself!  The team services everyone not because of what we do but because of what they can do to help families like us.  Cambria believes in everyone’s ability and potential regardless of the financial status.  They understand that with genuine, professional guidance, we can succeed in whatever goal we wish to attain. Thank you for your advice and supervision through our ups and downs, you were always there to uplift us and cheer us on.  To be honest, we were never just a client, we were treated as family.  Legit, Cambria truly cares!”
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— Michael and Jhoanne Pineda

"Jay is a consummate professional who have an anchor to something real and meaningful.  He listens and is an expert , he increased my portfolio within weeks of managing my assets.  The reason is easy, take a look at the testimonies on their website, they are like the camel that takes those who want to plan for their families, through the eye of the needle.  I don't know how to navigate the system of wealth management, but they do, and I am grateful.   Thank you so much Jay and Taran, for all the help, patience, and understanding”
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— Mohammed Ali Hanif, President and Founder of Mary’s Journey
 

“My wife Cathy and I are both in our mid 70's and are very fortunate to own our condo and RRIF savings. We trust Jay at Cambria Wealth to protect these assets and our lifestyle.  They listened to our input and proceeded with the right plans for us after our discussions. Our needs are for guaranteed returns at optimum current rates for long term constant return.   Negative income surprises at our age are just not welcome.   Cambria has made that happen for us and we appreciate Jay and Taran for all the help.”
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— Ron and Cathy Hodkinson

“Planning for retirement and/or the unexpected can be unsettling. Prior to meeting Jay and April, find a trusted source for information on insurance and retirement/estate planning was challenging as I always felt I was being “sold” a product as opposed to being provided a service. Jay and April, and their team, not only provided a wealth of knowledge and an incredible attention to detail but offered support and guidance as if they were family. It is a relief to have Jay and April at my side for these life decisions as I know my family is in good hands. Thank you!”
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— Dan Pigott

“We used to be a family wary of insurance and especially insurance advisors. I can honestly say April and Jay are a fantastic recommendation to us! They don’t just explain the product thoroughly and concisely, they make sure we are walking away with a product we believed in and understood. We met them as clients but we left feeling like family. When April found out I had an emergency cholecystectomy, I never expected my insurance advisor to personally reach out to see and ask how I was doing and even dropped off some food to aid my recovery. Knowledgeable, efficient, friendly and sincere with client relations. I couldn’t ask for better professionals to help us navigate through financial needs!”
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— Jade Gerhard Laurente

“As soon to be parents, we were certain of two things: first, we wanted financially security once we retired, and second to provide financial stepping-stone for our children for their future ambitions. Realizing our goals was the easy part, understanding how to invest, save and protect our money was more difficult. After doing some research, we connected with April and Jay. April and Jay guided us on what investment opportunities would be best for our growing family. They carefully listened and understood our lifestyle, concerns and future goals. Together, we came up with a plan that offered financial growth and security, which is exactly what we wanted.

As their clients, April and Jay continue to keep us informed about our portfolio. If we ever have a question, or concern, they are always available. Both are passionate about what they do and are committed to building long lasting relationships with their clients. Choosing them as our financial advisors was the best decision we made when deciding how to invest for the future.

With all uncertainties that life brings, the one thing that gives us reassurance is knowing that we have a set and achievable plan for our future. April and Jay helped make this happen! We undoubtedly recommend April and Jay to help you achieve your family, financial and future goals too.”
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— Catherine and Steve Ryu