Financial Consultants near Waterloo

“Allan Bush and his team are extremely talented and easy to deal with. They really look after my financial needs and give excellent advice! Would recommend to anyone.“

“I really enjoyed Ms Carrie Pryce’s services, she is extremely helpful, patient, and knowledgeable about all forms of insurance. She made me feel comfortable enough to ensure I’m making the right choice for my family. Her service is highly recommended, you won’t regret it!“

“My husband and I were looking for someone who could help us put together all the puzzle pieces of our personal & business finances. While we've only been working with Nate a short time, we are super impressed with the plan he has put together for us. Nate's incredibly knowledgeable and passionate about the industry. We are both looking forward to continuing to work with Nate for years to come.“

“Karch and Kayla are formidable advisors! From my very first meeting with Karch, until my most recent, he has displayed true professionalism and understanding in every single conversation we have had. I can easily reach out to Karch - his quick and educated responses make me feel at ease with my financial questions and decisions. He always does a fabulous job explaining and helping me understand the concept and strategies involved in reaching my short and long term goals. I can easily reach out to both of them, and I have confidence in their responses about any issues or concerns I may have. I highly recommend Karch and Kayla to anyone searching for very competent, empathetic and reliable financial advise.“

“Never had any problems with TD bank, they really are perfect and a class act,Great customer serviceGreat monthly feesLong hours even during covid19 lockdown they were open longer than any other bankTheir phone service has been greatThey are friendly and they never leave any customer unserved and unhappy. I was at the line 5 minutes before they were closing, once I was inside they had to close but they still served me. Scotiabank is the opposite, it sucks actually Scotiabank closes before their closing hour, they just don’t care about their posted hours.“

“This campany serves lots of people reach their loved ones with needed funds easily on time.Customer service is nice, liked it.“