“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
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Sekure Payment Experts
(44)
“As always we are very pleased with the help ,support and knowledge that is show from Secure Merchant Solutions and our account representative Virgilio Rizzo.”
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Olivier Truchon Conseiller en Sécurité Financière
(50)
Patient
Insurance
Service
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
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Stratéginc Groupe Financier
(50)
Proactive
Meeting
Professionalism
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
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Financière AT - Gestion de Patrimoine
(45)
Assurances, Placements, Gestion de Patrimoine
“André is interested in your financial situation, understands it very well and does everything possible to suggest an investment profile that meets your expectations and your risk tolerance.”
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Everest Financial Services
(48)
Expertise
Confident
Plan
“I highly recommend Steven and Everest Financial Services to anyone looking for a trusted financial advisor who genuinely cares about their clients' success.”
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Émergence Cabinet de Services Financiers Inc.
(48)
Sympathetic
Cover
Professionalism
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
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Elan Accounting Services
(37)
Accounting and Bookkeeping, Uber & Taxi Driver Income Tax Return, Income Tax Return
“A very organized, detailed and responsive collection, I am happy to meet you and for three years I have been introducing and recommending you to everyone with ease and pride.”
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SV Taxes and Accounting
(45)
Personal Financial
Benefits
Government
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
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Rothenberg Wealth Management
(47)
Telephone
Google Account
Needs
“Margaret has been a pleasure to deal with and Responds to all my Requests and Questions in a Timely Manner She is A pleasure to deal with and I Would Highly Recommend.”
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Assuruni
(44)
Couple
Money
Budget
“Joe is a great person and has great communication skills and listens to what the customer wants and he tries his best to satisfy your needs concerning your situation with insurance , I have no regrets .”
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Pauls & Associates
(44)
Family
Future
Review
“Seven years ago I asked them to fill my taxes for the first time, was astonished with their level of expertise and since then never met better accountants and advisors.”
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Taco Finance
(50)
Caregivers
Quality
Understand
“In addition to gaining a better knowledge of all the services offered to us, I learned several tips to better manage my portfolio in addition to emerging with some tools to benefit from numerous financial advantages.”
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Finexia
(35)
Planification Des Objectifs, Placements, Assurances et Autres Services
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
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Services Financiers Ton Courtier
(45)
Understanding
Information
Bon
“Her ability to help me find insurance promptly and accurately, combined with her friendly and professional attitude, make her an exceptional collaborator.”
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Groupe Natale
(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“I could not get the information I was looking for when I was calling the other insurance providers.”
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Lacasse Financial Services
(34)
Monetary Investment
Trust
Questions
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
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Services Financiers Avie Financial Services
(44)
Professionalism
House
Mortgage
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
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Mathieu Marcil, Pl.fin.
(30)
Planification Pour Entreprises, Planification Financière, Tarification
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
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TÙS Gestion de Patrimoine
(33)
Wallet
Adaptive Expertise
Patient
“Enrique is a friend above all and behind this friendship is a hard-working, professional and above all integrated man in the work he does and in everyday life.”
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Reei.ca
(32)
Trust
Disabled
Patience
“Benjamin took the time to explain everything to me”
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Services Financiers Conseils J & M Inc
(49)
Hands
Sympathetic
Monetary Investment
“Roger has been taking care of my personal investments and insurance for several years and has always been able to advise me in the best interests of me.”
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Retirement Planning and Investment Management Services in Candiac, QC Cost Estimates