Best Financial Advisors in Chatham, ON

“Excellent place to go when everyone else turns their back on you due to tough situations that have happened like Covid.”

“Balance Wealth provided me with a life insurance policy to secure my business acquisition financing.”

“The only part that was a bit complicated was the parking space but that can definitely be ignored thanks to all the other benefits provided”

“Hpg is an independently owned financial planning firm located in the heart of Chatham, Ontario. Our team is dedicated to building genuine, long-lasting relationships with clients. We strive for our clients to understand their financial situation so t...”

“We are the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours, which is clearly shown below by our growth just last year. We provide our clients with personalized...”

“Not only does Steve break it down for me in terms which I can understand, he also outlines various options to consider before outlining which option he believes would work best for my specific situation.”

“Great personal attention and expertise to set up a TFSA.”

“Mutual funds are offered through Manulife Securities Investment Services Inc. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Tiessen Financial Services Inc. Ban...”

“Marie Pellegrino not only went the extra mile to ensure we got the best rate possible for my wife and I, but she always took the time to make sure our questions were answered and explained what our options were every step of the way from pre-approval...”

“Had a easy time with the sales team.”

“I went into Choice Wealth Management with my yearly financial plan to see if there was better ways I could be saving and investing than I had planned myself.”

“Through our conversations you can certainly tell he cares about his clients and he's a wealth of knowledge when it comes to the explaining the complex investment markets.”

“My wife and I recently updated our life insurance and Josh laid everything out for us and was available anytime we had questions.”

“Roger and Nathan are both very helpful and experienced.”

“Working tirelessly, day and night, I have heard nothing but great things about this firm; They have been doing my taxes for about 10 years now, and I recommend them to everyone.”

“Barry has always presented the facts in a clear, uncomplicated manner which has allowed us to make the best decisions for our needs based on our level of investments.”

“It has been a pleasure working with Don - he has been incredibly kind, helpful, and patient throughout the process of setting up my life insurance policy.”