“Brightview was easy to work with and their competitive rates made it an easy choice to sign with them as our benefits provider.”
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Capital Edge Financial Planning
(42)
Investment Planning, Insurance, Employee Group Benefits
“Being that I am nearing retirement age and I haven't given much thought to my future plans, it was comforting to have someone like Dave give me a guide.”
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Rick Fairley - Retirement Planner & Life Insurance Advisor
“Discuss your financial goals with Rick, he is a thoughtful listener and he will explain your options whether you have aggressive or conservative goals.”
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Abacus Wealth Management
(6)
Knowledge
Educated
Investments
“It is great that he had the ability to get investments that fit so many types of people and does regular reviews with me to make sure he's aware of any and all changes like my earnings or upcoming financial requirements I have.”
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Cornerstone Insurance Brokers
(50)
Print a Pink Card, Submit a Claim
“Gerry also excelled in securing an outstanding auto insurance policy, demonstrating a keen understanding of the market and ensuring we received optimal coverage at competitive rates.”
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Goth & Company
(50)
Stress
Informative
Questions
“Fantastic service, very helpful, didn't really know what i was going to do, found Goth & Company, really helped me get on track of finances, I recommend this team, Thanks so much!!”
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Quickfire Mortgage Solutions Team
(50)
Income/Rental Property, First Time Home Buyers, Pre Approval
“I had all the decision making power, but thanks to him all my decisions were well informed by a knowledgeable, and experienced professional who had my better interest in mind.”
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NJ Tax & Accounting
(48)
Personal Tax, Gst/ Hst, PST Returns, Business Registration
“I recently had the pleasure of working with NJ Accounting and Taxing, and I must say that my experience with their services was nothing short of exceptional.”
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Voyage Financial Services
(50)
Options
Parents
Visa
“Even though I did not contact Voyage when she left, the team reached out to me and upon learning she had traveled back, refunded back some money because she didn't use up to 1 year.”
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Money Mentors Edmonton
(49)
Energy
Information
Debt
“Linda is an awesome kind and patient speaker with a ton of take home information for you, your children, or extended family and is here for your extra last minute questions!!”
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Mortgages by Christine M
(33)
The Future
Patient
Home
“She spent hours upon hours looking for the perfect lender at the best interest price and was always keeping us up to date on where all the paperwork was at.”
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World Financial Group
(47)
Life Insurance
Plan
Understand
“I had the great time of working with Patrice Simoneau who worked patiently and professionally to help answer all my questions and set up the portfolio I want for my future.”
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McGuire Financial Group
(41)
Health Spending, Wealth Creator – Debt Strategy, Retirement Planning
“The bootcamp seminar wasn't just 'enlightening' it was 'empowering' through being educated on a new way of taking charge, taking back control, of my/our own finances.”
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Frederick & Company
(32)
Leadership
Understanding
Team
“ If you are getting bogged down and feeling overwhelmed with bills piling up and never feeling like you are getting ahead, I highly recommend you sit down with someone on her team.”
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Verity
(24)
Advisory and Bookkeeping, Tax, Accounting and Assurance
“She has been very patient and knowledgeable with answering my many questions and can always communicate accounting concepts so that they are easy to understand.”
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Blackburn Davis Financial
(26)
Business Planning, Estate Planning, Financial Planning
“From the start she treated us with the utmost respect and made us feel as though our business was valued, despite us not having a very large sum compared to some of their other clients.”
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KWB Accountants & Advisors
(26)
Knowledge
Questions
Small Business
“Whilst researching the pros, cons, and options of using a personal vehicle for business, I stumbled across an article on the topic by David Wickenberg of KWB.”
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Advico
(26)
Loan
Solutions
Business
“Kyle was super helpful in walking me through the entire process, and answering any and all of my questions, and came up with the perfect solution for myself and my business.”
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Beyond Business Financial Solutions
(30)
Insurance Products, Investments, Group Benefits & Retirement Services
“He contacts us during the year if he thinks we need to adjust any of our investments, he is trustworthy, and has helped us navigate a retirement plan that works for us.”
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Yourwealth Advisory / iA Private Wealth
(21)
Decisions
Portfolio
Team
“AJ and his team are like members of my own family and have never steered me wrong in in the management my assets or with any of the important financial decisions in my life.”
“He has this amazing ability of taking all the stress out of each project, whether it be choosing an investment portfolio or breaking down a financial plan, and he really takes time to make sure you understand everything that's being said.”
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Greatway Financial
(18)
Family
Company
“They see to it that people are covered in both world - when life is short - enough insurance protection for family; when life is long - retirement income to supplement the government pension.”
“When Matthew laid out our goals and gave us idea on how to save and what to cut back on, I sit here today writing this we are officially home owners and we cannot thank Matthew enough.”