What Our Clients Say

Holland Power Services
Re: Letter of Reference for CDS Financial

It is with enthusiasm that we are writing to recommend the services of CDS Financial Group Inc. and in particular, Mr. Gary Dunphy and Mr. Owen Dickie.

We have been dealing with CDS Financial to administer our group benefits package since August 2014 and we have always been more than satisfied with their performance. The process has been smooth from the original proposal, launch of the benefits, changes to meet the needs of our growth and follow through on the many questions we have had throughout. Mr. Dunphy and Mr. Dickie have consistently reviewed our account to ensure we are receiving the best value to meet our needs.

We are happy to recommend the services of CDS Financial. If you have any questions, please feel free to contact me.

Earl Holland

Phoenix Petroleum Ltd.
Letter of Recommendation – CDS Financial Group

Good Day,

This is a letter of recommendation for Gary Dunphy and Owen Dickie – CDS Financial Group.

I began working with Gary and Owen in December 2016. Our company had gone to market for the group benefit plan. Gary and Owen both displayed amazing customer service, a vast knowledge of the industry and were sure to put the company needs first.

One of the traits I admire most when it comes to working with Gary and Owen, they will not buy business. They worked very hard to come up with a plan that would satisfy the company must have’s and low cost.

They were relentless, when an obstacle came up (Phoenix was not going to change providers) they provided an alternative proposal, presented it professionally and honestly and were awarded the group benefits going forward.

Phoenix has had a long and successful relationship with Mr. Dunphy and Mr. Dickie, we highly recommend the duo for either financial or group insurance brokering.

With Kind Regards,
Natasha Robichaud
Human Resources

K-Line Construction Ltd.
Re: Letter of Recommendation – CDS Financial Group Inc.

To Whom it May Concern,

We are honored to recommend CDS Financial Group Inc. – Gary Dunphy and Owen Dickie.

I was first introduced to Gary approximately 14 years ago and most recently to Owen Dickie, who showed that he is highly knowledgeable in the employee benefits industry.

I would highly recommend them as group benefit plan advisors. They are highly professional and believe that each client be dealt with the utmost confidentiality. We had absolutely no issues with the transition of our plan, they satisfied our company’s must haves at a low cost and with absolute professionalism.

They frequently review our plan and keep us up to date on a regular basis.

The motto of CDS is “Client Driven Solutions” and they certainly live up to that. We are satisfied that we will maintain a long standing relationship with CDS Financial Group Inc. and would not hesitate to recommend Gary and Owen to other organizations thinking of changing their group benefit plan.

Sean Jones CGA, CPA