James Kelly Lovett - World Financial Group Canada Inc.

Matt Matriano

I have had the good fortune of being able to work with James and Ayana over the last few years regarding my personal finances and financial goals. They are both friendly and accommodating, and very easy to speak with. They are also very relatable and understanding when it comes to putting at ease the various worries and questions that I had regarding where and how to start in planning goals. With their help I’ve been able to plan out some future financial savings goals that I would not have been able to figure out on my own. They will usually have a good amount of knowledge and recommendations when it comes to financial planning. Should they run into things that might be newer and worth looking into, they do take the time to research and investigate those topics in order to help paint a more clearer picture when explaining things. It is great to see that they are always keeping their eyes open and constantly keeping up with the ever changing times. Having an open mind, some patience and remaining disciplined, could only take me so far, but with the knowledge and help that James and Ayana have provided, they have definitely given me a jump start to reaching my goals and financial independence. In talking with them I realized that you are never to young or too old to start planning for financials independence. I just wish I had started in my 20’s, but everyone has their own timeline to follow and that’s just fine. Put simply, they are awesome!

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