Financial consultant
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Gulf & Fraser
6 Reviews
7871 Stave Lake St E-100, Mission, BC V2V 0C5
Join today! Sign up online. BC residents get a free Smart Money Plan from Gulf & Fraser, your community credit union.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
4 Pillars Consulting - Debt Relief Specialists
14 Reviews
54 Cedar Pointe Dr Unit #1207, Barrie, ON L4N 5R7
- Wheelchair-accessible parking lot
Cornerstone Capital Financial Group
9 Reviews
214 Brant Ave, Brantford, ON N3T 3H9
Brantford Financial Planner - Shannon McMannis - Cornerstone Capital Financial Group
- Wheelchair-accessible parking lot
- Wheelchair-accessible washroom
- Washroom
VEA Office Professionals
10 Reviews
940 6 Ave SW Suite 200, Calgary, AB T2P 3T1
There Are Better Ways To Scale. VEA Offers Customizable Virtual Executive Assistant Services That Allow You To Add Exactly The Amount Of Support You Need.
- Wheelchair-accessible parking lot
- Identifies as women-owned
- Online appointments
- Washroom
D. Botha - Life Insurance, Estate Planner, Financial Planning, Financial Advisor
14 Reviews
1918 25a St SW, Calgary, AB T3E 1Y5
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Greenfeld Financial Management
35 Reviews
4877 Delta St, Delta, BC V4K 2T9
At Greenfeld Financial, we educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Edward Jones - Financial Advisor: Shawn G Gardner
14 Reviews
4018 50 St NW, Edmonton, AB T6L 5N3
Shawn G Gardner is an Edward Jones Financial Advisor serving Edmonton, AB. Get the personal financial advice you need to achieve your goals.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Michael F Cecutti & Associates Inc
6 Reviews
1527 Paris St, Sudbury, ON P3E 3B7
A person’s goals are as unique as their fingerprints. We at Michael F. Cecutti & Associates understand the importance of getting to know you and your individual aspirations. We’re confident that our friendly service and quality consultation will make your experience a positive one. In the pursuit of integrity, we offer clear, honest, and ethical advice that you can trust.
- Wheelchair-accessible parking lot
- Washroom
Grieco & Sachs Financial Solutions For You Inc.
20 Reviews
608 Belmont Ave W, Kitchener, ON N2M 2M2
- Wheelchair-accessible parking lot
- Washroom
Recommended Reviews
Oliviana Cinco
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Ben was super helpful in walking us through the right insurance plan for my partner and I. He answered all our questions and was very patient throughout the whole process!
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Avnish Aggarwal, CPA-Tax , Accounting, Corporation
Vanish is Very professional. I will definitely keep coming back to him only . Filed my taxes quick and with no hassle. Thank you !
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23.10.2023
BMO Bank of Montreal
Again Angelo Papanikolaou and Gabriel Frances of came to my rescue to settle an imbroglio with their Head Office Customer service. They are the best representatives of Bank of Montreal, they offered me a proactive and intelligent service.I ma so grateful for their presence.
T S KWEK
23.10.2023
Vancity
My wife and I visited the Richmond Branch this afternoon. We were attended to by 2 very pleasant customer service staff who very efficiently helped us with our cheque deposits and the issue of replacement Member Cards. They very patiently walked us through the steps to set up online banking and use of the cards at the ATM. We want to express our thanks to Ms Linda and Ms Emma.We also found the banking hall to be neat and pleasant. Reserved parking in front of the branch is also convenient.
Patrick
23.10.2023
Ian McCulloch CFP, Sun Life Certified Financial Planner
Ian and his team have been a pleasure to work with. They are knowledgable, organized, and go the extra mile to answer your questions. I needed advising for personal, family, and business planning - Ian's team was able to help meet all of these needs. I like the idea of having one team manage all aspects of insurance/investing/planning as it helps create a focused strategy. Ian's team made this process simple and efficient.
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BMO Bank of Montreal
Horrible bank ( every week locked out of account randomly, input new password and I get you can't use your last password" )Call online support an they say there is nothing they can do ..I've been a customer for years. And I'm ready to move all my stuff out of there just to stop this.It just keeps happening."
Designer Inspired Clothes
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BMO Bank of Montreal
I honestly hate going into this bank as each and every time seems like a horrible experience dealing with the ladies here. More recently I had a very rude bank teller with long dark hair and glasses. This woman should not be in the industry of serving customers. Before I had a run-in with her I could see how she was treating and speaking with the customers ahead of me and it was bad. She has no business working at this bank or any other bank. Another experience like this and I will be moving my banking over to TD or Scotia.
Miaou
23.10.2023
Allan Marshall & Associates Inc. Licensed Insolvency Trustee
Definitely recommend Olivia Harper. So very easy to talk too and was able to offer some real solutions when I felt I had no other options. Now I’m starting fresh and never felt better!
Susan Hall
23.10.2023
Menon Financial Solutions
I am so impressed with Krishna. He has been so helpful explaining in detail choices for my financial needs. As a senior I was hesitant. His knowledge and how he went over every aspect repeatedly was impressive. He is thorough and so informative, suggesting ways for me to lean after our transaction was completed. I am so grateful we chose his firm and had the pleasure of working with him. Thanks a million Krishna.
Karine Denault
23.10.2023
Jean-Yves Labaky, Scotiabank Mortgage Advisor - Conseiller Hypothécaire
Jean-Yves nous a donnée un service exemplaire. Il prend le temps d’expliquer tous les détails et nous avons la tranquillité d’esprit avec notre prêt hypothécaire.Nous le recomandons fortement.Avec lui, vous aurez le sentiment d’être un humain et non un numéro.Merci Jean-Yves !