Reviews for Chris Salmans, Financial Planner - Sun Life
Write a reviewFrom Chris Salmans, Financial Planner - Sun Life
Hours
Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed
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Susan Lee
- HaliburtonRatings
Google: 5/5Chris Salmans, Financial Planner - Sun Life
13321, 13321 ON-118, Haliburton
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Chris helped my father-in-law create a financial plan for his retirement. Chris listened to us and asked questions to ensure he had a good understanding of my father-in-law's goals, and then he created a tailored plan to meet our needs. He answered all of our questions and was patient, kind and professional. We would confidently recommend Chris' services to anyone else.
My wife and I have been working with Chris since June 2020 and have introduced him to some of our relatives as well. He is professional, knowledgeable, personable, sincere, polite, a keen listener. He is a pleasure to work with and very responsive to phone calls and emails. His advice for us has spanned RRSPs, TFSA and RESP. His monthly ZOOM webinars offered to clients are a welcome means for clients to gain insight on a wide array of topics (wills, TFSA, RESP, teaching children about finance, retirement planning, etc.). I have playfully encouraged Chris that one of his roles is "to protect me from myself" and this sets the stage for us to have very open and respectful...read full review
Chris has been a pleasure to work with. Planning for the future as far as protecting ourselves and setting ourselves up for success he has had great advice to give and put excellent plans in place. Looking to get life insurance or plan your financial future give Chris a call.