Koby Lerner Financial Advisor - Raymond James Toronto

From day 1 koby was very professional and take time to explain and plan what the best for me and manage my portfolio accordingly. Very prompt with his meeting and scheduling which very important to me, he spend time to explain all the details and very transparent and helpful to provide assistance and guidance when comes to new opportunities to look at Or investment. Hes very responsive when I needed him to sell some of my investments as I needed urgently. Very pleased with his investment decisions, professionalism, leadership, approach, and his ability to help you when you need him the most. I appreciate and trust Koby very much with my investment. Thank you so much Koby
Mar 26th, 2023

Mar 19th, 2023

Weve been using Kobys services for 4 years and I must say this has been a completely different experience than our previous advisor. Koby stays on top of the changes happening in the stock market and makes helpful recommendations. Koby really takes the time to explain and is very patient. The retirement plan he created for us is really helpful and reassuring we will be able to retire comfortably in the next few years. If you are looking for an advisor I would definitely recommend Koby and his team.
Feb 28th, 2023