Best Financial Advisors in Quinte West, ON

“Elaine always provides the best service year after year and always a phone call away.”

“QB has done my taxes for last three years I have never had any problems with my taxes and thry are quick and they get everything rightfully returned to me.”

“Trenval has been instrumental in helping all of my businesses get started in the beginning, grow during the good times and pivot during the tough times.”

“A particular aspect I like is that they provide general information on their personal investments as a measure against what we/they are doing with our investment … it is nice to have a comparison despite the different levels of risk that we might be ...”

“I left with more knowledge and tools that I can use to enhance my financial security and well-being.”

“I transferred from another company where I was making peanuts in return on investments and I am finally seeing some great results.”

“A through explanation of investments and financial planning was covered. Our representative Wendy was fantastic, by giving so much time, care and expertise in a most comprehensive manner, established a positive rapport from the start and reached out ...”

“Insurance products, including segregated fund policies, are offered through Bridge To Wealth, and Jeanette Molloy, Paul Halloran, Matt Mawer, Julie Obstfeld, Paul Mawer, and Sara Hitchlock offer mutual funds, referral arrangements, and GICs through Q...”

“For executors or estate representatives who want total peace of mind including everything in the Complete package, plus an additional jurisdiction, additional notarized documents, additional representation hours and asset liquidation by an Estate Pro...”

“Life can be complicated. I help you sort through the details and map a plan to help you meet challenges, develop a vision, and achieve your goals.”

“At Life Value Financial, the three areas of Cash Flow Planning, Income and Asset Protection, Wealth Creation and Preservation are all elements of a single concept we refer to as Lifestyle Protection Planning (the Plan). Income is the driving factor f...”

“From the first time I met Dylan, it was evident that he cared deeply about what he was doing, and that he was going beyond the 9-5 hours in terms of staying up to date with the financial markets, and the best ways to take care of his clients.”

“Very helpful and don't mind answering questions 100% recommend Will continue to bring my”

“When you invest in CIBC Market Linked GICs, you'll get peace of mind knowing your principal is always protected with the potential to earn a higher market-linked return.”