Financial Consultants in Edmonton

“Matt helped me with my mortgage! He was very efficient, honest and made the process seamless! I would highly recommend him to anyone looking for mortage advisor!“

“I have a great experience with Advisor Daniel! He know what he is doing, very smart and educate. Very happy with his service ??“

“We have just started dealing with Carlos over the past 4-5 months, based on the recommendation of a friend who was very satisfied. Carlos has been a breath of fresh air in an industry that caused us to feel increasingly disillusioned. He is one of the most professional people with whom we have had the pleasure to work. He is highly knowledgeable, a good communicator, forthright, and is honest with extremely high integrity. He is not afraid to admit that he doesn’t know something, but also constructively defends his beliefs if he thinks you will benefit from it. He sees us as individuals. We are not wealthy investors, but all the same he treats us like valued clients. That is what we are looking for from a financial advisor.“

“Craig Connor has been an absolute blessing for our family. Craig made sure I earned from my investment he was there to guide to ensure smooth and easy trading season with no fee paid for withdrawal. I will recommend him as a friend, an expert trader and best account manager.“

“Dino has been monumental in helping me get to my financial freedom goal. He made sure that I was aware of all options before making a final decision, and he was very detailed in explaining the difference in each one. We had multiple check-ins which gave me relief to know that he was on top of my file and that I didn't miss anything. Really appreciate all the help!“