Best Financial Advisors in Guelph, ON

“You asked us many questions regarding how we wanted our retirement to look, how much risk we were comfortable with, and you are clear to explain any questions we have within our portfolio.”

“Whitney has a unique talent for breaking down complex business concepts into simple, actionable steps, making it easier for women from all walks of life to understand and apply them.”

“In conclusion, I want to add that I find Doug extremely easy to speak with, he is very knowledgeable about his business, very honest and most of all, Doug is very trustworthy and thats very important when someone in his position is handling your mone...”

“Client assets are held by a custodian that is closely regulated by the Investment Industry Regulation Organization of Canada (IIROC), and are protected through the Canadian Investor Protection Fund. This fund covers a maximum of $1million for all non...”

“This was the easiest process made easy by the team at steven welker, no one made me feel bad for the debt i had caused or made me feel like i was less than, (this was a worry for me).”

“Ram's Curated training for new Agents is cutting edge and have to compliment him for bring multiple mortgage scenarios to new Agent which gives real world experience.”

“I am a mortgage agent who has had the pleasure of working with them on multiple occasions, and their dedication to finding the right product for clients is immaculate..”

“Chirag's attention to detail and thorough understanding of tax laws ensure that his clients receive the best possible service and maximize their tax savings.”

“It is already clear that Nancy's work will pay for itself several times over, not to mention the peace of mind that comes from having a predictable plan to meet all of our retirement goals.”

“Highly recommend Lexaltico LLP for legal services they helped me close a deal for my mortgage, very helpful and professional group will definitely use them again !!”

“Outstanding client-focused, professional and competent service with the best "post-sales" support, help and expertise that I have ever had with a professional service.”

“It was a great experience, I never believe I could get my income tax return without paying money, this is the right place to file your taxes, (guys is free)am so excited Thanks for your service.”

“My husband and I had a great experience working with Charles who helped us sell one home and buy 2 more properties to grow our real estate portfolio all within one year!”

“For small business owners, this type of knowledge and advice is invaluable as it helps us navigate the ever-changing landscape of compliance and filing requirements.”

“I had several years of taxes that I needed to file including factors such as foreign income, new home purchase and having worked as an independent contractor.”

“I was very satisfied during the ZOOM meeting they provided my case to me & share the documents & cover letter they prepared to strengthen my visa application.”

“I reached out to Chris because I was in desperate need of financial advice from someone that is trust worthy and professional, and Chris was definitely able to fulfill that role.”

“The team at Maktax demonstrated a high level of responsibility in handling my tax affairs, ensuring that everything was accurately completed and submitted on time.”