Naguib Kerba, CFP®

Senior Wealth AdvisorFellow of FPSCC

1470 Hurontario Street, Suite 200

Mississauga, ON, L5G 3H4

Tel: 905.274.0004 Fax: 905.274.9876

Email: naguib.kerba@ipcsecurities.com

Web: www.nskerba.com

C L I E N T T E S T I M O N I A L S

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My name is Charles Waud. I am President of WaudWare Incorporated. I am also Past-President of the Brampton Board of Trade. My wife, Brenda, and I have been working with Naguib and his staff for about 10 years. Beyond the excellent job they do looking after our investments, they truly care about us and our goals. They contact us regularly to tell us about things they feel we need to know. They hold events where speakers present topics which are of interest to us; and they ask us to come in for a review at least once a year. We are very satisfied with their service.

My name is Myrwood Scott. I have known Naguib for over 30 years. During that time, we have worked together, traveled to many places and done many wonderful things. I introduced Naguib to a good friend of mine who is in the financial planning business over twenty years ago and the rest of that is history. Naguib has flourished in this business and has been very successful in his abilities to assist his clients in their quest for a full retirement. I have appreciated his knowledge of financial matters as well as estate planning. I have no hesitation in recommending Naguib to anyone who is looking for sound advice.

Working with Naguib and his team over the last 10 years has been an excellent experience. I was feeling overwhelmed and confused when it came to managing my finances and investments. Naguib’s extensive knowledge and patience made me feel at ease at every meeting. Naguib has always been available to answer questions or address any of my concerns whenever I needed it. Today I have a better understanding of my financial portofolio and remain extremly satisfied.

Naguib is one of those rare people who really make you feel as though you are one of his most important clients, even though I know he has just a few more than me. He is professional, knowledgeable and keeps my best interests in the forefront, no matter what we discuss. I have always appreciated Naguib’s total vision, his perspective on life, and how I can have ‘the best of both worlds’ while achieving my financial goals. He is willing to help out in any way he can.

Sue was a career teacher before, during and after raising our 2 children in Mississauga. I was a technical specialist and then a project manager servicing the IT industry all within the GTA.

In the early ‘80s, we had the good fortune of moving next door to Naguib Kerba before he embarked on his career as a financial planner. We were able to learn firsthand the practical benefits of financial planning as he focused on learning and applying his craft. For more than 30 years, we had the distinct pleasure of having Naguib as a sounding board for the major decisions that had a financial component. These included financing cars, preparing for post-secondary education, insurance, benefits of wills and powers-of-attorney.

As he developed his team, we found his values of open and honest discussion were imparted and echoed by his colleagues. While Naguib was in on most major financial discussions, we felt perfectly comfortable and secure in our discussions with the office personnel.

We have since moved out of province and miss our almost daily interactions but Naguib and the office have made great efforts in keeping in touch and supporting our financial interests.

Charles Waud President of WaudWare Incorporated

Myrwood Scott Retired

Sarah Ralston Behaviour Consultant, Mackenzie Health

Debra Grant Registered Nurse

John Corbett Retired IT Project Manager

Sue Corbett Retired Teacher

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