Best Financial Advisors in Elmira, ON

“Got me a pension well done guys”

“Our clients understand that long-term wealth creation starts with financial goals. Those same goals become the building blocks for the creation of a financial plan that will allow them to create the wealth they need to live a dignified and independen...”

“We are known to Sushil for many years and during the last 5 plus years we have been very impressed with competence not only with his skillful placement of our financial goals but also with the very professional approach.”

“Juli knows what questions to ask, and listens with both her heart AND her expertise (both of which are huge) - and then somehow "lasers" in on the single most crucial next step towards steady, incremental growth.”

“She brings in-depth real business experience and has been instrumental to our success @ EcoChalet.”

“Fantastic!”

“He is trustworthy, reliable, personable, accommodating (meets us at our home in the evenings) and has always provided us with good advice and guidance as we've worked together to meet our financial needs at each stage of our family's lives.”

“We also appreciate that we are not just another account with a big firm that gets lost in the void, but feel we have a good personal relationship with Darren and the team too, and that they are looking out for us.”

“She was so quick to get back to me whenever I reached out to her ( and it was a lot ) Honestly she made such a stressful and scary situation such an ease on us and I couldn't have found anyone better to help me during this process.”

“From the first phone call I made to them they simplified everything and made it really easy for me to get my taxes done on time and with all the accurate information.”

“I've been with Davlyn only a short time now, but already know that I made the right choice coming to them, not to mention the attention to detail and the friendly, personal touch you get when someone's minding the store.”

“My husband and I have been investment clients of Vancea Financial Group, specifically with Dino Ferrera, for many years now after leaving CIBC due to constant personnel switches.”

“Shabbir to discuss some of my accounting needs, and I found both gentlemen very professional, Knowledgeable and they answer all my questions extremely well, I would say we are lucky to have such a very knowledgeable and professional people in our co...”

“I never enjoyed dealing with CRA (I know I'm not alone) and often struggled with anxiety around the bookkeeping component of my job but Gary has completely eased ALL my anxiety with his guidance, understanding and friendly persona!”

“Mason helped us start small to plan for our wedding, but has continued to help us set up the systems to looked beyond that to save for continuing education, career changes and so much more.”

“Kevin and his team are second to none and I wouldn't hesitate to recommend them to anyone who is looking for a top notch accounting firm to handle their business needs.”

“He's aided my family in setting up our elderly mother's finances when she was no longer able to manage them, giving confidence that she can afford to live where she's comfortable and receives the care she requires.”

“When I asked why he was willing to share such valuable information, especially since I could use these strategies for myself, he explained that his purpose is to educate people because no one else is doing it.”

“Gary has dealt with my Financials for 20 plus years, he is great to deal with, very professional, and always takes time to give my family and I the best options for our future.”

“The entire team at WhiteWater have been outstanding in meeting and exceeding our family's financial planning needs over the past 10 years.”

“Iain's advice has served my family and me well all these years, and whenever the topic of financial advisors comes up in conversation I always mention Iain and recommend him.”