Best Financial Advisors in Guelph, ON

“Both ladies, Christine and Whitney have always been exceedingly professional in my communication with them.”

“Darren was very professional, and knowledgeable when I called last spring for an impromptu consultation about LTD insurance and critical illness coverage.”

“His experience and in- depth knowledge extends to cover several investment accounts and many other financial services which help clients in taking the optimum decision for their mortgages.”

“He is a caring and compassionate professional who not only will get your taxes and numbers in order, he will help you manage your business so that you are financially sound.”

“After 2 years we got RESP for our kids , he educated us for the investments and other insurance plans like Term life and critical Health insurance as well.”

“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.”

“Morgan and Martha are 2 professionals that keep your best interests in mind and provide expert advice with relation to Taxes, investments, estate and risk insurance.”

“Many of our clients at Disability Tax Results have had Ken set up their RDSP and they are extremely happy with the results.”

“Matt McGill is 100% professional in his approach to financial consulting.”

“We've been using Rockwood Financial for years and have always been impressed with their service and knowledge!”

“Got me a pension well done guys”

“Talking with Mac, he helped set me up with something really affordable that will make sure my family is taken care of and there was a lot of other benefits to boot.”

“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.”

“I've been dealing with their Mustafa, their National Team Lead and he's always gone over and beyond for all of our needs and requests.”

“Tony and Beverly have been great to me and my family, i've dealt with them for atleast 15 years and watched as their business grew and evolved into what they are now.”

“Eleanor worked with me on understanding a comprehensive life insurance plan and the value in it at a reasonable rate, making me feel safe and secure in my future and "worst case" scenario that we will all inevitably face.”

“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...”

“Peter Dickieson Wealth Management is a boutique financial services firm. We have a 25-year track record. Based in Guelph, Ontario, Canada”