About Mindset Wealth

Mindset Wealth is a highly regarded financial services provider that offers personalized and knowledgeable guidance. Clients praise the team's expertise in life insurance and investment products, as well as their patience and clear communication in understanding individual goals. The process is described as quick, easy, and tailored to meet the specific needs of each customer. Mindset Wealth has consistently delivered a wonderful experience for those seeking to secure their financial future.

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Reviews for Mindset Wealth

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  • Jun 2025

    My girlfriend and I recently got in touch with mindset wealth about life insurance. Lucus was very informative and patient with our questions and getting the appropriate coverage. Quick and easy process from start to finish.

  • May 2025

    Their knowledge with financial products is extremely helpful, especially when there are so many different options out there. Thank you for understanding our needs and suggesting a few options that would work for myself and my family!

  • May 2025

    The team at MW has managed my accounts for several years, and my experience has been wonderful. I’d confidently recommend them to anyone looking to invest or secure life insurance!

Hours

Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

Location

145 19th St, Courtenay

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