Edward Jones - Financial Advisor: Lucian J Vermeulen, CFP®|CIWM|CIM®|FCSI® is a trusted financial partner known for personalized guidance and dedicated service. Clients appreciate Lucian's deep knowledge and patient approach, as he takes time to understand both short-term and long-term financial goals. He maintains regular contact to keep plans on track and helps clients make informed decisions, such as finding the best term life insurance policy. The business also demonstrates commitment through perseverance, as shown in a complex RDSP transfer case where clear communication and research helped overcome obstacles. Clients value the supportive environment that keeps them accountable and focused, preventing impulsive decisions and ensuring they stay on their financial path. Overall, this financial advisor offers reliable expertise, attentive service, and a strong dedication to helping clients achieve their financial goals.
I reached out to Perry Hart over a year ago when I needed help transferring an RDSP out of a bank and into my name. It was a long, frustrating, and drawn out process but Perry stuck with it, doing all he could to make it happen. He always communicated well, gave me suggestions to take back to the bank when we hit yet another road block, and researched the obscure CRA rules so we were on firm ground. Now that this transfer is done, I look forward to our continued working relationship.
Luke is very knowledgeable at what he does. He is a patient listener. He fully understands my short term and long term financial goals and strives hard to implement them. He always keeps in touch to stay updated of any changes to my financial plans. He also helped me find the best term life insurance policy.
Yesterday I was reviewing my finances and preparing for tax season. In the process, I realized something: During these crazy last six months, more than once I thought to my self: "Oh, maybe I should invest just a bit on X. It's a long shot, but everyone is making money out of it!" All of those times, the next thought was along the lines of "I'd have to call Lucian, and explain to him what I want to do, and he is going to tell me that is reckless, and he is probably right... Oh well, better not touch what works." Invariably, a few weeks later, I'd discover how screwed I'd have been if I had made the bet.Investing with Lucian has helped me stay on track. Just knowing that… read full review
7 Edinburgh Rd S Suite 4, Guelph, ON N1H 5N8
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