Best Financial Advisors in Essa, ON

“I have met many financial planners over the years from banks, financial institutions, and personal planners, and Adam is the only one that has put me first.”

“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.”

“Our visit was a professional yet pleasurable experience so much so we referred our daughter Kate Todd to join FBC and to book an appointment to meet with Russell.”

“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.”

“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.”

“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.”

“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.”

“Divorce the Smartway helped to ensure my ex and I knew what we were entitled to and helped to make sure both of us were fair in what we were negotiating.”

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

“Recently I received financial services from Joy Adams and I was very pleased with her explanation and detailed information about our family insurance policies.”

“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.”

“Over the years Peter has always kept my books in impeccable order, been readily available to answer my questions, has given me sound advise and has continually strived to keep my dollars working for me in the most ingenious ways.”

“Having a child with autism, I had many questions about my child's future and making sure that she is financially taken care of.”

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

“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...”

“Not only was she knowledgeable but she answered them quickly and and used language that was easy to understand for a lay person.”

“Mortgage referrals and insurance products, including segregated fund policies, are offered through Financial Empowerment Inc., and Michael Suter offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.”

“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...”