Positive Reviews Summary: Customers appreciate the comprehensive and evolving financial plans provided by Objective Financial Partners Inc. The financial consultants take a holistic approach, offering tailored advice that meets specific needs without including investment and insurance products. Clients value the professionalism, patience, and attention to detail exhibited by the more...

Positive Reviews: Customers highly recommend Vision Consultancy for their quick and efficient service in obtaining offer letters for college admissions and work permits in Canada. Many clients express their satisfaction with the honest and knowledgeable assistance provided by the team, with some mentioning they received offer letters in as little as one day. The consultants at V more...

Anupreet Malik - Sun Life Advisor has received a number of positive reviews from satisfied customers. People appreciate her attention to detail and helpful approach when it comes to finance, insurance, health, and as a financial consultant. Anupreet's professionalism and honesty stand out, as she provides transparent information and guides clients in the best possible way. Custo more...

Positive Reviews: Customers appreciate NWR Financial Group for their excellent financial advice, professionalism, and honesty. Their network of highly professional individuals provides great service and valuable knowledge. Clients find their financial advisor to be knowledgeable, helpful, and a good investment advisor. NWR Financial Group takes the stress out of financial planni more...

2. Clients have had a highly positive experience with the financial consultants at Wellington-Altus Private Wealth - Rosedale Family Office. They appreciate the team's personalized and relatable approach, as well as their passion for their work and genuine care for helping clients. The team is highly knowledgeable, providing education and framing complex information in a way tha more...

Positive reviews for AWealth highlight the company's finance and financial consulting services. Customers appreciate the knowledge and expertise of Andrei Tasevski, who has been recognized as an advisor with an impeccable track record. The reviews mention Andrei's ability to explain complex financial concepts and his dedication to understanding clients' individual financial goal more...

Positive Reviews: Clients of Ferguson Financial Planning | CI Assante Wealth Management highly appreciate the guidance and support they receive in achieving their financial goals. The team is described as helpful, professional, and always available to answer questions and provide advice. Their personalized approach to wealth management, which includes evaluating all aspects of a more...

Orooj Financial & Insurance - Zahid Syed is a trusted advisor in the finance, financial consulting, health, and insurance agency categories. Their services have received excellent reviews for their professionalism, trustworthiness, and tailored solutions. They provide invaluable assistance to hundreds of families with their insurance and financial planning needs. With a focus on more...

2. Customers appreciate the experience and expertise of the financial consultant at Best Planners Inc., with reviews highlighting the tailored investment and insurance packages that meet the needs of clients and their families. The consultant's ability to provide in-depth explanations and guidance on investment portfolios has made clients feel more comfortable and knowledgeable more...

Positive reviews for Merrick Financial Inc. - Fee Only Financial Planner highlight the expertise and professionalism of Chris and the comprehensive financial planning services provided. Customers appreciate Chris's knowledge and ability to provide unbiased advice. They commend his ability to create custom financial plans that address their specific goals and preferences. Clients more...

Adam Schacter CFP is a highly recommended financial and investment advisor who has garnered positive reviews from his clients. Customers appreciate Adam's honesty, professionalism, and dedication to their best interests. He takes the time to explain complex financial matters in a way that is easy to understand, making him an ideal choice for those with limited experience or back more...

Positive Reviews Summary: Customers rave about the personalized and knowledgeable approach Mason Leite Financial Planner provides as a financial consultant. Clients appreciate the ease of communication, quick response times, and thorough explanation of financial planning strategies. Mason goes above and beyond for his clients, ensuring they feel supported and confident in their more...

Positive Reviews: Customers have praised Buxton Financial for their exceptional service and attention to detail in financial planning. One reviewer mentions how Marlene, a professional and retirement income specialist, asked thought-provoking questions to understand their retirement goals and provided a detailed review based on their answers and current financial situation. Anot more...

Positive Reviews: Customers appreciate MD Financial Management's expertise in financial consulting. They value the company's comprehensive and individualized advice on tax-efficient investments and insurance. MD Financial Management is known for its commitment to helping Canadian physicians at all stages of their careers, from medical school to retirement. With a focus on doctor more...

Positive Reviews Summary: Clients rave about the exceptional service provided by Better Financial, especially in tax preparation. Customers appreciate the professionalism, knowledge, and dedication of the team, with many highlighting their positive experiences and satisfaction with the assistance received. Unique Facts about Better Financial: The company has been in operation s more...

Summary of Positive Reviews for Forest Financial Planning: Forest Financial Planning, led by a highly qualified and experienced financial consultant, has received numerous positive reviews from satisfied clients. Customers appreciate the company's commitment to providing unbiased advice as a fee-only financial advisor. The consultant takes the time to understand each client's s more...

Positive Reviews for Manulife Securities | Gianluca Folino: Customers appreciate Gianluca Folino of Manulife Securities for his wealth of knowledge, passion, and dedication to helping them build wealth and save for retirement. He takes the time to understand each client's needs and priorities, creating personalized investment strategies that align with their financial goals. Gi more...

Astrolabe Financial Group Inc. has received positive reviews from satisfied customers. Clients appreciate the company's focus on financial education and providing sound advice. The advisors at Astrolabe Financial Group Inc. take the time to understand their clients' retirement goals and analyze their financial portfolios to create strategies that save money and ensure reliable g more...

TruFinancial Consultants has received glowing reviews for their professionalism, attention to detail, and personalized financial solutions. Customers rave about the company's ability to provide thorough and knowledgeable advice that meets their individual needs. The consultants at TruFinancial take the time to understand their clients' specific circumstances and offer tailored r more...

Wyse Financial Solutions Inc has received many positive reviews from satisfied customers. Clients appreciate the helpful and patient financial consultants who guide them through investment decisions, insurance needs, and retirement planning. The consultants are knowledgeable, responsive, and provide sound financial advice. Clients praise the team for their professionalism and ca more...

Positive Reviews: Customers appreciate the personalized and detailed financial advice provided by Stiller Financial. Clients have seen impressive returns on their investments and have been able to set and surpass their financial goals with clarity and confidence. The team is described as reliable, knowledgeable, and flexible, with a user-friendly portal to track investment growt more...

Positive Reviews: Clients rave about Gary Corriveau, CFP, for his exceptional service, helpful investment advice, and patience in providing tailored financial solutions. He goes above and beyond to assist clients in acquiring mortgages, refinancing properties, tax savings, and retirement planning. Gary's professionalism, knowledge, responsiveness, and attention to detail have ea more...

Positive Reviews: Customers highly appreciate Howlett Financial Partners for its personalized, clear financial advice tailored to their needs, resulting in major wealth gains. The team's knowledge, vision for planning, and emphasis on tax sheltering and risk management are commended. The company's passion, integrity, and dedication to guiding clients through the financial labyri more...

Zoho Financial has received numerous positive reviews for its financial consultancy services. Customers appreciate the excellent advice provided by the company without any expectations or strings attached. The financial advisors at Zoho Financial truly understand the financial markets and take the time to listen to their clients' needs, creating customized plans tailored to thei more...

Positive Reviews: Customers appreciate the personalized financial planning services provided by Buss Financial Group. They praise the team's knowledge, efficiency, and responsiveness in addressing their financial needs and goals. Clients highlight the clear communication, professionalism, and commitment to building long-lasting relationships. Buss Financial Group stands out for more...

Positive reviews for Fair Advice Financial Inc. highlight the financial consultant's polite nature, quick responses to calls, thorough explanations, professionalism, and customized financial planning tailored to each client's specific goals. Clients express trust in the consultant and appreciate the knowledgeable, honest, and genuine advice provided to help them achieve their fi more...

Positive reviews for Canada Life Regional Office (Formerly Freedom 55 Financial) highlight the company's expertise in finance, financial consulting, and insurance. Customers appreciate the company's dedication to helping Canadians save for the future and protect their families. The advisors at Canada Life are described as professionals who are knowledgeable, friendly, and passio more...

2. Customers appreciate the personalized approach and attention to detail provided by the financial consultant and her team at Edward Jones. The team genuinely cares about building relationships with clients, listening to their needs, and offering support and guidance to help them achieve their financial goals. They are known for their professionalism, knowledge, and outstanding more...

Positive Reviews Summary: Customers appreciate the knowledge and care provided by the financial planner at Lucerna Financial Services Inc - Sun Life. They praise the advisor for going above and beyond, taking the time to explain complex financial matters, and consistently following up to ensure client satisfaction. The professional is highly recommended for her expertise in vari more...

Retirement in View is a highly recommended company specializing in financial consulting for individuals nearing retirement. Customers praise the company for its independent, fee-only approach, which ensures unbiased and objective advice. The knowledgeable professionals at Retirement in View provide thorough assessments and analysis of their clients' financial situations. Custome more...