When dealing with anyone handling your finances, it might be wise to find some questions to ask and the answers to expect.  Questions such as; why do I need fixed income when I could just buy GICs or a safe/strong-box, or what is in those funds that I hold or you're recommending, what are the content good or bad ones and why is this fund better than others, or do my funds pay dividends, when and how much?  
It's interesting to see that the top holdings of various recommended funds, all hold the same three big Canadian banks.  Question why couldn't you do the same outside of the funds?