Positive Reviews: Clients appreciate the personalized financial plans created by RGF Integrated Wealth Management, focusing on individual goals and circumstances. The advisors are praised for their professionalism, knowledge, and approachability, providing reliable and sound financial advice. Additionally, clients value the ongoing communication and support offered by the team. more...

Positive Reviews Summary: LT Wealth Management Partners at Raymond James Ltd. has received glowing reviews from satisfied clients who appreciate the team's consistent insights, personalized advice, and sincere interest in their financial goals. Clients highlight the knowledge and professionalism of the advisors, as well as the ease of working with the team. The company is commen more...

**Positive Reviews Summary:** Danielson Group Wealth Management has been praised for their exceptional financial advice and personalized service. Clients appreciate the team's ability to cater to individual needs and provide thorough understanding of finances. The company's proactive and attentive approach has been commended, with clients describing their experience as engaging, more...

**Positive reviews:** Nicola Wealth, a top-rated wealth management company with multiple locations across Canada, is renowned for providing comprehensive and personalized financial planning services to high net worth individuals and businesses. With a focus on wealth preservation and management, the company's dedicated team of financial professionals consistently prioritize thei more...

2. Clients have praised Vitality Wealth Management for their attentive and personalized approach to financial planning, helping individuals and business owners achieve their unique financial goals. The team's clear communication and expertise in wealth management options have been highlighted in multiple reviews, showcasing a high level of professionalism and dedication to clien more...

With over 20 years of experience, we are wealth management advisors. We have a solid track record. Our fee-only advice is not influenced or motivated by any parent companies. For the long term, we invest in companies that have strong management teams and an established track record of steady earnings growth. Our financial plans are customized to each client's unique circumst more...

Our Wealth Management, Wealth Preservation, and Capital Markets businesses were built, and are continuously improved, to provide you with the widest possible set of choices, with people who are invested in your success guiding you forward. With the intention of providing support for those who are in greatest need by collaborating, the Echelon Foundation was created. This Founda more...

Your earnings potential at IG Wealth Management is a result of the effort and dedication that you place into providing comprehensive financial planning to Canadians. Your business's success can provide you with unlimited income potential. Our culture is built on the idea of helping each other grow their careers. We have the tools and people to assist you and your clients. more...

Sarah Cassidy was born in Cloverdale (BC) and moved to Okanagan with her family for high school. While raising Hailey, Sarah went to Okanagan University College. Her education was primarily in business and law administration. Sarah returned to Canada after graduation and started her financial career working for one of Canada's largest banks. Sarah made the decision to leave more...

Langlois Brown Wealth Management is a boutique advisory firm that focuses on investment. Lyle Langlois, James Brown, and others founded the company in 2004. The firm now has a team of talented professionals who are committed to providing the best service to clients. Lyle and James have combined over 50 years of experience in the financial industry. They are able to manage compl more...