Best Financial Advisors in Essa, ON

“As a consummate professional, David shares his expertise and offers his insight based on his many years as a financial advisor, and knows the market intrinsically.”

“AJ is very transparent, responsive, and always acts in the best interests of his clients - he put together quite the investment plan for me that's already paying dividends and I look forward to our continued partnership moving forward.”

“As well, the peace of mind in knowing that should we ever be audited by the CRA, FBC would do the talking for us and represent us in all aspects regarding our taxes.”

“When it comes to our finances, we have felt like we are making decisions as a TEAM- we have been educated along the way and supported with our decision making.”

“When several colleagues were also down-sized, I didn't hesitate to recommend Chris to assist with their financial journeys and continue to refer friends who are seeking a trusted advisor.”

“In my very first meeting he narrowed down my need ( like to be honest he had a clearer idea about my insurance needs than I) and gave me a couple of choices .”

“Josh has been our financial planner for four years and we are very pleased with the growth of our investments and the financial advice he provides to us.”

“They worked with my wife and I to build a very detailed budget so we knew exactly where we spent each dollar every month and helped us find the right insurance for protecting our future.”

“The consultation is always followed up with an electronic copy of all your portfolio and a succinct, easily understood synopsis of decisions taken during the consultation.”

“Michele's knowledge, attention to detail, lender connections, responsiveness and client care are just some of the reasons why I look forward to working with her again and again.”

“Their combined financial knowledge and experience along with the ability to understand our needs and plans confirms to us that this is the financial planning company we we're meant to be with.”

“It is hard to find someone that you trust with your money, But John Fischer is just that person.”

“I appreciate this opportunity to express my thanks to Darryl for managing my portfolio which has made steady, substantial gains since 2008 under his expertise.”

“With the information that we gave him, Allan was able to demonstrate many different retirement scenarios such as : taking CPP at 65 versus 60 or 70; what our investment income and net worth would be like at various rates of return; adjusting other v...”

“Anytime I need support they're there to help me!”

“We take an individualized approach to each financial situation we encounter and provide a solution that will match your specific needs and financial constraints. In addition to our personalized approach, we are also able to provide flexible schedulin...”

“This amazing company filed my company's tax for me and they did fantastic job.”

“Amazing new Barrie office for our clients, partners, growing network of female founders & independent advisory professionals serving Ontario, Canada and the United States.”

“She breaks finances down in an easy to understand model, has great suggestions and helps us to see money from a whole new perspective.”

“I've invested in Liahona MIC for well over a decade, and it has consistently been the best performing investment in my portfolio.”