Financial Consultants near St. Albert

“Aron and Sonia, are hands down the best team to bring your life savings to. They will also help you design and plan your retirement. I highly recommend!!“

“Kim was amazing to work with, she was able to turn what I thought was going to be a difficult and stressful process into something simple. Highly recommend her for anyone needing some assistance.“

“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.“

“March 2020I would like to recognize Vatsal for his professionalism, dedication in providing an excellent customer service experience to me as a client.This is the 3rd time I needed his expertise and I'm so impressed with his friendly demeanor.Thank you so much Vatsal, much appreciated!To management, kindly send my appreciation to Vatsal.“