“Everything is well explained and they take all the time needed to answer our questions and ensure that we can easily reach them if we need to ask other questions.”
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Rivard
(37)
Strategy
Team
Monetary Investment
“After several years of investing with a virtual bank with reduced management fees, I was disillusioned by the impersonal, difficult to access and "one size fits all" customer service!”
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Daniel Binet Notaire
(3)
Price
Service
“Always excellent service from Me Binet and his team.”
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LP Wealth
“From Undervalued opportunities prospection to the final acquisition, we master every step of the project and ensure that our business partners contribute adequately to your goal (Brokers, Financing, Off-Market Sellers, Architects etc.).”
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
(3)
Estate and Insurance Planning, Corporate Planning, Retirement Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
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Sekure Payment Experts
(44)
“We are a small non-profit organization, and we recently switched merchant processors and servicers and Neville has helped me with all the snags that have happened along the way.”
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Stratéginc Groupe Financier
(50)
Popular Science
Monetary Investment
Planning
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
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Olivier Truchon Conseiller en Sécurité Financière
(50)
Merger
Honest
Patient
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
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Financière AT - Gestion de Patrimoine
(45)
Planification de la Retraite, Planification Successorale, Assurances
“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”
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Émergence Cabinet de Services Financiers Inc.
(48)
Pressure
Explanation
Sympathetic
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
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Rothenberg Wealth Management
(47)
Happy
Team
Patience
“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”
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SV Taxes and Accounting
(45)
Accountant
Advice
Trust
“We've been using SV T&A services since 2013 for personal income tax filling, as well as for more complex questions, such as cross-border personal income tax and pension income.”
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Assuruni
(44)
Home Insurance
Merger
Company
“I am very grateful to my insurance advisor "Evan Paniconi" who is a super efficient and professional person, since he spared no effort to help me get the best insurance for my car and for my budget.”
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Annie Pelletier | Assurances et Investissements
(50)
Labor
Facebook
Understanding
“She also manages the Facebook page “Financially Smart Parents” and is able to simplify financial concepts and explain the different advantages/disadvantages of each subject she addresses.”
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Moon Tax Services
(50)
Understand
Financial
Expertise
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
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Groupe Natale
(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”
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Services Financiers Ton Courtier
(45)
Efficient
Quality
Team
“She was very nice and understanding, she would take the time to explain to me some things more in depth and actually seemed like she wanted to help me!”
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Mathieu Marcil, Pl.fin.
(30)
Planification Pour Entreprises, Planification Financière, Tarification
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
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Services Financiers Avie Financial Services
(44)
Work
Questions
Professionalism
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
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Lacasse Financial Services
(34)
Monetary Investment
Trust
Questions
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
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TÙS Gestion de Patrimoine
(33)
Monetary Investment
Labor
Merger
“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”
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Reei.ca
(32)
Patient
Information
Empathy
“Very good service, the super friendly representative who was able to answer all our questions.”
Assurances de Personnes, Gestion de Portefeuille, Planification de Retraite
“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”
Optimisation Financière, Investissements et Retraite, Gestion Des Risques
“Mylène is always available to answer questions, she is extremely keen to help me set goals and above all she always has good advice on how to achieve them.”
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Retirement Planning and Investment Management Services in Terrebonne, QC Cost Estimates