Client Testimonials

"I am honoured to share a testimonial for Mayburry & AssociatesWealth Management, the latest evolution of a financial planning team that has been at the core of my extended family's financial well-being for over four decades. Throughout its various incarnations, the team has consistently embodied the same philosophy of long-term financial growth. Our relationship with this team spans generations my grandmother first entrusted them with her finances, followed by my parents, and now me. Today, part of the portfolio managed by the team includes my own children's education savings, demonstrating an enduring legacy of support and trust that is rare in any industry.

Over the years we have remained loyal to this team thanks in large part to thoughtful succession planning within the organization. Dee-Ann's extensive financial industry experience has provided solid investment growth for my family, and she continues to guide the team as we start to transition to the next generation of financial experts. This approach has ensured that our relationships remain strong and that the team's understanding of my family's financial objectives continues without interruption. The personal connections they foster go far beyond numbers and accounts, making them feel like an extension of our family and reinforcing our confidence in their guidance.

As my wife and I enter a new phase of life-with our children heading off to postsecondary studies and our own focus shifting toward estate planning-the team continues to provide invaluable advice. They are helping us navigate the complexities of securing our legacy and offering peace of mind as we plan for the future. Their expertise and compassionate approach have given us confidence that our family's financial goals will be met for generations to come. I wholeheartedly recommend Mayburry & Associates Wealth Management to anyone seeking dedicated, long-term support and personal relationships that truly make a difference."
-Matthew T.

"I became a client of Dee Ann’s in 2015. I did not have much to invest, but needed it carefully and skillfully managed for my future needs.

From our first meeting, Dee Ann and her team have been approachable, trustworthy and responsive. They demonstrate ongoing interest in me, my values and circumstances in order to effectively support the achievement of my financial goals. I have also appreciated that Dee Ann and her team communicate regularly, and explain financial matters so I clearly understand my options and can make informed decisions.

During my years as a client, Dee Ann and her team have guided me through the financial implications of marriage dissolution, being a grandparent, receiving an inheritance and retiring from the workforce. Without any hesitation | can recommend Dee Ann and her team for knowledgeable, diligent and trustworthy guidance on your financial wellbeing."
-Shirley P.

"I was a working single mom in the 90s when I started investing what I could spare with Raymond James. That is where I met Dee-Ann Mayburry 23 years ago. As an investor Dee-Ann has a deep understanding of investments and is easy to talk to. Stock Market transactions are researched and explained to me in language I understand. I am grateful that my assets have grown to provide me with a comfortable annual income. I have been able to retire and travel. I no longer worry about my money. I have great confidence and trust in Dee-Ann and her team of Graydon, Hayley and Daniel to manage my assets wisely."
-Holly M.