Positive Reviews Summary: Clients praise Warkentin Group Private Wealth Management for providing sound financial advice, personalized attention, and excellent communication. The team's responsiveness, knowledge, and dedication have led to impressive investment growth for many clients. Their approach of creating customized financial plans tailored to individual needs has helped c more...

1. Positive Reviews Summary: Customers appreciate Crescent Financial Group for their prompt, helpful, and informative service, as well as their professional and caring approach to financial planning and insurance needs. Clients have reported great success and satisfaction with their investments and highlight the team's knowledge, friendliness, and commitment to meeting individua more...

2. YourStyle Financial in Winnipeg is dedicated to helping clients achieve their financial goals by creating personalized financial plans. They emphasize the importance of a solid foundation with components such as life, critical illness, and disability insurance, as well as estate planning. The team provides expertise in financial advising services for older adults and offers a more...

Positive reviews for World Financial Group highlight the dedication and expertise of their financial advisors in providing top-notch financial advice, guidance, and services. Clients appreciate the thorough and flexible approach, as well as the willingness to go above and beyond to help achieve financial goals. The company's network of professionals is praised for their attentiv more...

2. Customers appreciate the clear communication and personalized approach of Trans Canada Wealth Management. Clients feel confident in their financial futures thanks to the team's expert guidance in retirement planning and investment management. The professionals at the company prioritize the best interests of their clients, providing easy-to-understand explanations and solution more...

**Positive Reviews Summary:** Prosper Wealth Ltd's team of financial advisors is highly professional and knowledgeable, providing excellent financial recommendations and guidance. Clients appreciate the personalized approach, flexibility in scheduling meetings, and the thorough explanations of financial concepts. The advisors at Prosper Wealth are described as friendly, patient more...

Positive Reviews Summary: IG Wealth Management is praised for its comprehensive financial planning services that go beyond just investments. Customers appreciate the team's expertise in tax strategies, mortgages, retirement, estate planning, and insurance. The company offers a supportive environment where advisors can thrive and grow their careers, with access to specialized sup more...

Positive reviews for Lawton Partners highlight the company's expertise in wealth management, with clients praising the personalized approach, creative solutions, and valuable advice. Customers appreciate the quick responses, easy-to-understand answers, and amazing results achieved in a short period of time. The advisors are described as knowledgeable, professional, and accommoda more...

Positive Reviews Summary: Douglas Financial Ltd. excels in wealth management services, offering comprehensive advice on tax, retirement, and estate planning. Clients appreciate the expertise of their Certified Financial Planner, who is also a Chartered Life Underwriter and a Chartered Financial Consultant. The company's dedication to lowering tax bills and optimizing investment more...

A group of experienced wealth advisors gathered in 2013 to address the problems that continue to be faced by large banks, conglomerates, and mainstream investors. A large number of Canadian investment advisors are restricted to only investing in publicly traded securities with no allocation to other investments. We are independent and impartial, unlike large financial instituti more...