“He has given me advice that is simple and easy to understand, from the perspective of someone who is just starting out in the world of finance and business.”
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EBT Chartered Professional Accountants
(21)
Team
“I have used Dan Thompson at EBT for my personal accounting services for over 18 years and I am extremely happy with the service and advise he has provided me.”
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Wilton Solutions
(12)
“He has truly been an asset to helping our business and the support he has given has felt he has partnership in which his genuine desire to see us succeed has been a huge asset helping us run our café.”
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Baker Wealth
(4)
Investments, Group Benefits, Financial Planning
“He will take a serious interest in you personally (refreshing) and is consumed with creating a life long experience of (actual) growth for you that fits your goals and needs.”
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Sevenoak Private Wealth
(5)
“Tyler is genuine, respectful and a well spoken professional.”
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Sean D. Miller Professional Corporation
(1)
“Helped me out with a complex accounting situation; they made everything much easier and less stressful.”
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Cameron J. Kemp Law Office
(1)
“Amazing service, personable, looks out for your best interest!”
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Sean Wheeler Team - IG Wealth Management
“Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geograph...”
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Elder & Punko Wealth Advisors of RBC Dominion Securities
“At RBC Dominion Securities, we have helped Canadian investors achieve their financial goals since 1901. Today, we are Canada's leading full-service investment firm, with over 400,000 clients across Canada. Whether you are investing for yourself, your...”
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Mission Financial
“We take the time to help you really understand the various vehicles you can use to secure and grow your investments. The more you know about financial planning, the more likely you are to reach your financial goals, and we're here to help you do that...”
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The Smith Group Business & Estate Planning
“Meet your insurance and investment goals to secure a prosperous future for you and your family. We assist with Estate Planning, Wealth Transfers, Insured Retirement, Tax Planning, Disability and Critical Illness Insurance, and Charitable Giving.”
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Advantage Financial Services
(50)
Insurance
Markets
Knowledge
“Ryan and Dan have always been responsive to our needs and have handled our investments in a manner that made planning for our retirement a positive reality.”
“I received well informed advice on how to navigate the Canadian income tax system and how to save money not only on my 2019 taxes, but in future years as well.”
“I would highly recommend her as your first point of contact when looking for a job, or looking for a recruiter to fill the important roles within your organization.”
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Kranzler Financial Services
(25)
Products
Questions
Benefits
“Kevin is great to work with, he is knowledgeable and provides honest sound advice to products that align with my financial goals, I would definitely recommend him.”
“Especially now, as we have navigated through the ups and downs of COVID, they have been so supportive keeping me informed and current in order to stay on track.”
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4 Pillars Personal Debt Restructuring Lethbridge
(4)
“There was no judgement of my situation and the whole process went smoothly.”
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Cox Financial Group
(16)
Options
Team
Business
“We consult with them anytime we look at altering our benefits program and they put in a ton of effort to provide us with the all the best options/solutions.”
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Capstone
Tax Advisory, Business Advisory, Assurance & Accounting
“That's where we differ. We're familiar with your industry and know how to help you align your individual, family and corporate finances for your business to thrive now and for generations to come.”
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Cindy Duclos Peterhans - Financial Advisor Dfsin
(3)
“She takes the time to listen to your needs and provides the best products accordingly.”
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Financial Health Associates
(9)
Company
“Being a bsuiness owner also means there is alot to think about for the future and they have been incredibly accomodating and answered many many questions.”
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Tyrel McLelland, CFP RRC - IG Wealth Management
(8)
“He walked us through everything we had questions about and has provided us with a wealth of knowledge and confidence to take control of our future financial goals.”
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Bridge Benefits
(2)
“I use Bridge Benefits exclusively for almost 10 years and I feel I can count on him to help me make the right financial decisions.”
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Quintus Financial
(1)
“She is kind knowledgeable and knows how to make your money money!”
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Retirement Planning and Investment Management Services in Medicine Hat, AB Cost Estimates