Testimonials and Recommendations

“I highly recommend Shelley Bertram Fallis a savvy and remarkable business woman with such remarkable sense of integrity, sound advice in all matters of life insurance and financial investments. Do have a look at what she has to offer, she stands head and shoulder above the rest. Well done, I am very pleased to give you two thumbs up!!!!”

–         Vanessa – Toronto, ON

“Shelley is a person of honesty & integrity. She helped me get the life insurance I needed without confusion & extras. She knows her insurance & can explain it in plain English! The whole process was easy, I would highly recommend Shelley for any of your personal insurance needs.”

–          Michele – Peterborough, ON

“Through Travel Insurance with Bertram Insurance & Financial Services I have made major savings with no loss of quality in the products offered. What is more the service is really personal and tailored to precise needs which the senior market benefits from greatly.  Even when faced with deadlines, or when seeking clarification,Shelley puts the client first and one knows that she has a real personal concern that all will go well.   I have made referrals to Shelley Bertram and in every case they have been delighted with her professional and personal assistance.”
–        Thomas –  Toronto, ON

“Shelley has been amazing with customer service. Way back when I first took out my life insurance package, Shelley was very helpful in guiding me through the process to be able to afford the proper life insurance that I would need. She has always been there for me no matter what questions I have had to ask her over the years.

My honest opinion is that Shelley is a real credit to her profession. And I would not hesitate to recommend her to my family or friends.

I have always felt that I could pick up the phone and call Shelley and ask her anything that I didn’t understand and have my questions answered.

Great job Shelley, keep up the great work.”

Don – St. Catharines, ON

“Shelley—WE are more than happy with your insurance services provided over the past # of years to both Tom & I .That is why we continue to go to you, when needed. Family members were recommended to you also, and continue to use your services as well. We trust your expertise in the insurance industry, and know that you are only a phone call away. As we are now going south on an annual basis (snowbirds) we look forward to a long business relationship with you. Just continue to do what you have been doing.”

Pat & Tom – Buckhorn, ON

“Shelley, I’d just like to let you know that your customer service and customer care exceeds anything that I’ve come across in many a year… To phone your establishment and actually get a human voice, not an automated voice message system reminds me of the good old days… Automated messages that go on forever and frustrate just don’t cut it, so having you give me personalized service was refreshing to say the least … Also at a moment’s notice you were able to take care of my medical insurance needs to travel abroad even though I live 1000 miles away from you. It is no wonder your business is growing in leaps and bounds… Thank you.”

Lorna Akervall – Thunder Bay, ON


Gerry D. (84 year old) – Brantford, ON

“Shelley, dear, Service doesn’t come any more personal than yours – from my own days of selling  I have strong ideas on the way anyone tries to sell me something – get it right and I’ll buy anything!  When I get insurance from you I don’t worry about running into snags along the way because I know how thorough you have been with our coverage.”

Joan & John R. – Peterborough, ON

I find you are prompt and give great service.  Keep up the good work, Shelley.  You look for the best deals and try to please your clients. Thanks.

–          Linda – Buckhorn, ON

My husband has a number of chronic conditions that make travel insurance a labyrinth of misunderstanding, missing information, and insurance questionnaires that challenge us to get it right. Shelley asked for specific information and then made sure we had the proper insurance at a fair price.

We paid more the previous year with another carrier, only to find that a medical issue that occurred while on vacation was not covered.  Shelley is who we will go to for travel insurance from now on, because we like to travel and need to feel that we have the right health insurance coverage.

–          Linda & Ken – Oshawa, ON

I believe that reaching out to your clientele is a great service that you are providing, a great thing. So very often once you’ve signed on the dotted line so to speak, one becomes a stat and is quickly forgotten.  I know that reaching out to your clients, although a daunting task, will eventually be a great benefit to you and your customers.

–          Carmela – Aurora, ON

Thank you, you are the very best in the industry and it shows through. Your business is a reflection of trust and reliability which are ‘Rock Solid’ elements so overlooked in our world today.

–          Vanessa – Toronto, ON

Shelley has provided us with great customer service and been able to find economical travel insurance for us over the past three years.  We appreciate her quick follow up and personal service.

–          Pat & Doug, Peterborough, ON

Bertram Insurance offers many options when it comes to Health Insurance which I have needed for out of country travelling.  Shelley knows her business and I am very pleased with her personal service which makes Bertram Insurance the ‘go to’ for Health Insurance!

–          Ralph, Buckhorn, ON

Excellent customer service Shelley.  Amazingly quick response to all our insurance needs.  Recommended by other family members. First time client and won’t be the last.

–          Carolyn, Brantford, ON

Shelley, totally satisfied with your efforts on our behalf in the past. Looking forward to contacting you in the near future.

–          Joe and Joan, Brantford, ON

We are very pleased with the service we have received from you, and fortunately we have not had to use the product. All requests have been acted on very quickly and you have been very helpful.

–          Keith, Consecon, ON

For a number of years my wife and I have used CAA and Banks as providers for our travel insurance. In recent years we were very skeptical of their performance and after hearing so many scary experiences with travel insurance, we decided to look for another provider.

A very good friend recommended that we call Shelley Bertram of Bertram Insurance and Financial Services. Shelley has excellent knowledge and input and is able to ask the right questions in order to provide us with sufficient coverage at the best price. We now travel with the confidence that we will be looked after, should an unforeseen medical need arise.

We live in Peterborough and Shelley is located in Buckhorn. This has not been a problem and actually, at times, has worked out to our advantage. Shelley has actually visited our home as part of her service.

Recently, we travelled to Newfoundland and needed guidance concerning traveling in Canada. We called Shelley. She was very accommodating and was able to give us the information we required at no cost to us.

When travelling, we would not even consider looking for another provider and have often recommended Shelley’s Company to our friends.

–          Gerry and Donna, Peterborough, ON

You were always very helpful with arranging my insurance needs.  Even when I forgot to return a signed copy to you or remembered a few days before my trip that I needed an extra few days insured.  You always went out of your way to help — and get the best insurance value.  Thank you so much for your competent work.

–          Edith, Newmarket, ON