Best Financial Advisors in Keswick, ON

“Trevor is one of the best professionals myself and my spouse have ever met: apart from his high academic background, many years of certified knowledge and experience, his intelligent approach to every problem, his kindness and patience when explainin...”

“Adam took the time needed to fully explain to me the entire process of how everything worked and made me feel a lot more comfortable and confident with my decision.”

“Working with Lindsay and Green Group Private Wealth Management gives me and my family the confidence that we will be able to achieve our financial goals.”

“Since I put my trust in FBC several years ago I have not only become stress free by thier service but I have all the power of FBC not just behind me but beside me and in front of me when it comes to all aspects of my business taxes, book keeping etc.”

“His methodical and pragmatic approach to wealth management is refreshing in a profession where there is a lot of mediocrity and people looking to make a quick sale.”

“These are priceless in her industry and help Julie to stand out as a top candidate to those seek services like those offered at Podium Prosperity Group.”

“Right from the beginning she ensured we knew every little pros and cons of all the plans that she recommended including what should be the coverage amount, term and if we needed a critical illness or disability product aside from the coverage as part...”

“I participated in the money mask session with Marlene and learned a lot about my self, my unconscious views about money and how to manage my finances to reach my personal goals.”

“Michele is wonderful, she looks after her clients- if she doesn't know something with mortgages she is on the phone right away finding out what can be done.”

“After meeting with Richard on Thursday, I came away with a clear understanding of what my portfolio looks like and what changes need to be made to keep my assets strong.”

“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.”

“He put together an extensive financial plan for my husband and I, detailing how we can use our savings to their full advantage through investments to secure a great future for our family.”

“Year after year they've been there with great service and fees.”

“John has been amazing in helping my Financial needs.”

“I especially love Joy's attention to detail and she spends quality time ensuring that the customer understands what is being done and is in total agreement.”

“It got a little tense when, as a Board Member of a local charity, I was charged with overseeing the investment of a six figure amount that had to be in safest place that would offer the best returns.”

“A short time ago, I had the opportunity to connect with Robert Reynolds, the president of Reynbridge, and cannot say enough great things about the experience.”

“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.”

“They have built a solid plan for me and my family.”

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

“Looking forward to greater financial planning in the future.”