My initial intentions when we had our first consultation was to assist my parents in achieving a better retirement plan, but it seemed a no brainer to also begin securing my families future financial stability after listening to your initial advice.

If I had to sum up my experience so far with Ron & Maple Tree Wealth, it would be (in no particular order):
Professional
Exceptional Service and Communication
Simple approach to financial stability
Access to great resources and teams of people
Trust Worthy
Passionate about other peoples future’s
Friendly

Once again a big thank you for all our help and advice and I hope to continue the relationship for many years to come.

Regards
Ivan & Ana M.

I feel very fortunate to know and be working with Ron and to see firsthand how he conducts himself both professional and personally and his values towards how he lives his life for his clients and family. It really is an inspiration.

I have personally worked in a similar industry to Ron and because of this, I am very confidently able to say that Ron is in that small minority group, that works to bring value to his clients and have them get to build both financial and emotional freedom for themselves and their families.

“Ron is so much more than a financial planner, he is shining example of a high quality success and wealth building coach and mentor!”

As a smart person once said, if you want to be, do and have more, go to the person who is being, doing and got what it is you want more of. Ron is one of these passion and committed rare individuals that will show you how to build a successful and prosperous life and enjoy the journey along the way.

It’s a pleasure knowing and working with you Ron.

Trevor Russell

After meeting with Ron, we feel excited about the future.

Jess and Tom B.

Ron made it clear that making a change and building wealth is accessible. It’s definitely an eye opener, the information he shared, I found it very useful.

Dina Aletrari

I just saw a real clarity in Ron’s presentation. I can start making some changes now.
So thanks Ron.

Esther S.

Ron constructs a clear individual wealth strategy plan for our investors.

Ron’s approach is holistic, professional and thoroughly researched. Like a long term flight plan, we are confident that our clients will reach their individual financial destinations. Ron has allowed us to work with comfort knowing that our clients are purchasing within their means and that all risks have been thoughtfully considered.

We thank you Ron for the service and professionalism you bring to our business and more importantly to our clients futures.

Elizabeth Jackson
Public Property

I am absolutely delighted with Ron’s service. It is really refreshing to work with a financial adviser who is truly interested in client’s needs and preferences. What really impressed me was the way he took the time to get a feeling for where I was at, with his depth of knowledge, lateral thinking and his common sense approach.

R. Sagar

I would have no hesitation recommending Ron Malhotra. You exceeded my expectations. The information you provided was detailed and professional. Thank you for showing a genuine interest in my objective.

C. Hamilton

From my previous experience, insurance policies and how they work can be confusing, but Ron was very patient and very good at simplifying the issues so it all made sense. Ron was fantastic to deal with and so helpful assisting us with our claim. Ron guided us through the claim process, and to our amazement the claim was processed a few short days later.

We were referred to Ron, and his professionalism and manner showed us he was someone we could trust.

Andrew L.

Both my wife and I were very happy to meet with Ron. Wish we had met him earlier. He’s full of good financial knowledge and inspiration. Thank you.

Phil T.

Ron explains things well and makes it easier to navigate through the complexities of setting it all up. He also explains well where we need to be [financially] and how to get there.

Belinda & Steve