CLIENT TESTIMONIALS · IBKR INVESTMENTS INC.
Rigorous Evaluators: Hear From Clients Who Chose IBKR After Exhaustive Due Diligence
These are not casual endorsements. Every voice below belongs to someone who evaluated multiple alternatives, scrutinized our process, and chose IBKR based on evidence. From retired surgeons and family office directors to credit union vice presidents and tech founders — these clients represent the kind of discerning, detail-oriented investors we built our active trading services to serve. We would expect nothing less.
Since our founding in 2005, IBKR Investments Inc. has maintained a 94% client retention rate — one of the highest in the Western Canadian active trading landscape. We attribute that figure not to marketing, but to the same transparency, discipline, and education-first philosophy that our founders Marcus Webb and Daniel Chow embedded into the firm from day one. The testimonials below are published with client permission and reflect genuine, unedited experiences.
Why Clients Stay: Transparency, Discipline, and Real Results:
I moved $3.2 million from my bank's wealth management division to IBKR in 2021, and the difference has been night and day. Not just in returns — though those have been substantially better — but in how Marcus and Daniel communicate. Every month I get a report that tells me exactly what they bought, what they sold, what worked, and what didn't. My bank never did that in 14 years. The monthly transparency reports alone were worth the switch — I finally understand where my money is and why it's there. I have referred my business partner and my brother-in-law, and I would refer anyone who is tired of being kept in the dark.
As a CFO, I need to know exactly where our capital is, what it is earning, and when I can pull it back for operations. IBKR built a corporate treasury mandate around our seasonal cash flow cycle that earns materially more than what we were getting from GICs — and I can see every position in real time through their client portal. When I presented the first-year results to our board, the CEO asked why we had not done this five years ago. That is the kind of reaction that validates the decision. The fact that there's no lock-in contract made it easier to get board approval, but after 30 months, nobody is looking to leave.
What I appreciate most about IBKR is the ‘What Didn't Work’ section in their monthly reports. I have never had an advisor voluntarily tell me about their mistakes, let alone explain what they learned from them. That level of honesty made me trust them more, not less. After 18 months, my portfolio is up significantly, but honestly, the trust and transparency is what keeps me here. As someone who builds software products, I know process matters more than any single outcome — and IBKR's process is incredibly disciplined. They also ran an educational session for me early on that walked me through how they select swing trade entries and manage risk, which gave me real confidence in their methodology.
Our family had four different advisors, overlapping holdings, and no one talking to each other. IBKR consolidated everything, found $47,000 in fee duplication we didn't know existed, and built individualized strategies for three generations of our family — all under one reporting structure. My 79-year-old father can finally read a single statement and understand our entire financial picture. That alone was worth the switch. What really sets them apart is how they tailored each family member's risk profile: my parents have a conservative income-focused allocation, my husband and I have an active growth strategy, and our adult children have an aggressive long-term plan. It's all coordinated, all visible in one place through the client portal, and all managed by people who actually answer the phone when I call.
We engaged IBKR to help our treasury diversify a $45M bond-heavy portfolio within regulatory constraints. What impressed us was how thoroughly they understood our compliance environment — they worked directly with our regulator and never once tried to push us beyond our comfort zone. The additional yield they generated was meaningful to our bottom line, but the way they managed the relationship and communication was equally impressive. Their quarterly reviews are thorough, data-driven presentations that our board actually looks forward to — which, if you've ever sat through a typical investment report, says a lot. We have renewed the mandate twice and recently expanded the scope to include a portion of our reserve capital.
I'd been managing my own trades for about eight years — reading charts, running screens, the whole thing. I thought I was doing well until I sat down with Marcus for the initial Strategy Blueprint and he walked me through what my actual risk-adjusted returns were. It was humbling. What convinced me wasn't a sales pitch; it was how he explained their options overlay strategy and showed me back-tested data against three different market conditions. I started with a $600K allocation in early 2022, right into one of the worst drawdowns in recent memory, and they navigated it with remarkable discipline. My drawdown was a fraction of what my self-managed portfolio experienced. I'm a skeptic by nature, but the evidence speaks for itself. I've since moved additional capital and consider IBKR my primary investment relationship.
What Our Clients Have in Common:
The clients featured above come from different industries, manage different portfolio sizes, and have different financial goals. But they share a common profile that defines who IBKR serves best:
Evidence-Driven Decision Makers
They don't accept vague promises or glossy brochures. They want to see the data, understand the methodology, and verify results independently.
Frustrated by Opacity
They've experienced the industry norm — quarterly statements that obscure more than they reveal, advisors who dodge hard questions, and fees buried in fine print.
Substantial but Not Passive
They have meaningful capital to protect and grow, and they want an active trading approach that responds to market conditions — not a set-it-and-forget-it index fund.
If this sounds like you, we'd welcome the opportunity to demonstrate our process. Schedule a Strategy Blueprint — 90 minutes, no obligation, and more transparency than most firms provide in a year.
Your Portfolio Deserves the Same Transparency These Clients Receive
Every client relationship begins with a Strategy Blueprint — 90 minutes, no obligation, and more transparency than most firms provide in a year.
Wondering what disciplined, education-first active trading could look like for your portfolio? Whether you're an individual investor, corporate CFO, or family office, the only way to find out is a conversation. Our team — led by Marcus Webb and Daniel Chow — has been doing this since 2005, and we're happy to walk you through our process before you commit a single dollar.
Book Your Free Strategy Blueprint →Average new client onboarding: 12 business days from first call to first trade. No lock-in contracts, ever.
Important Disclosures
Past performance is not indicative of future results. Historical returns, including those referenced on this website, do not guarantee future performance. Markets are inherently unpredictable, and prior outcomes should not be relied upon when making investment decisions.
Investing involves risk, including the possible loss of principal. The value of your investments may fluctuate, and you may receive back less than your original investment. Active trading strategies carry additional risks, including but not limited to market volatility, liquidity risk, and execution risk.
IBKR Investments Inc. is registered with the British Columbia Securities Commission (BCSC), Registration No. BCSC-2005-3491, and is a member of the Canadian Investment Regulatory Organization (CIRO, formerly IIROC), Dealer Member Registration No. IIROC-2005-0847. CRD Number: 287451.
The content on this website is provided for informational and educational purposes only and does not constitute personalized investment advice, a solicitation to buy or sell securities, or a recommendation regarding any specific investment strategy. Please consult a qualified financial professional before making investment decisions.
Testimonials presented on this page reflect the individual experiences of specific clients and are not representative of all client experiences. Individual results will vary. Testimonials are not indicative of future performance or success. Clients were not compensated for their testimonials.