I have worked with Jan and Thérèse since 1997 and value the trusted relationship we share. They instil confidence with their expertise and communication.

-Edna Olsen


My husband, Timothy Stephens and I have been customers of Drs. Jan Giezen and Thérèse Soong since the early '90's and our financial situation at present would not be as viable as it is today without their constant vigilance on our investments. Since my husband has severe MS it is comforting to know that at least finances is an area that I do not have to worry about. We, Tim and I, would highly recommend their services to anyone interested in having honest, caring and competent financial planners.

-Gloria Stephens


My family has been working with Jan and Thérèse since the 1980’s beginning with my father and Jan in Balanced Financial, and presently with the relationship my husband and I have with Jan, Thérèse and Pieter at Giezen Soong.
Our family has enjoyed a comfortable and confident sense of security as a direct result of their proactive approach to financial management even with the volatility of the market in the last few years. We have been very pleased with the results of their advice – including everything from their suggestion to set up RESP’s for our children to the present as we enter into the Retirement Planning phase for ourselves.
Most of all, my appreciation is for the very personal attention afforded us upon the passing of my father and the subsequent crash course in the complexities of the investment market. They have never been too busy to talk to us, to explain the current economic climate and how we can use it to our best advantage. They always keep a focus on protecting our investments.
I consider our relationship as one of Legacy, as we plan for our retirement years and our children mature and set financial goals for their own futures. Hopefully they will be the 3rd generation of investors with Giezen Soong.

-Rob and Dee Delaplace