Financial consultant
Sort: Highest Rated
Thom & Associates Financial Planners Inc.
21 Reviews
1890 Cooper Rd #312, Kelowna, BC V1Y 8B7
As Kelowna-based financial planners and certified executor advisors with nearly 30 years of experience, Thom & Associates is here to offer expert advice to executors, help you make smart investments, find the right insurance policy, and more. Make an appointment today!
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Wheelchair-accessible washroom
- Washroom
CIBC Financial Advisor: Jason Doucet
24 Reviews
2107 Harvey Ave, Kelowna, BC V1Y 9X4
Ready to work together towards your financial goals? Our advisors are here to help.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Ben Hunter,CFP,CIM Financial Planner, Investment & Insurance Advisor
6 Reviews
155 Princess St, Kingston, ON K7L 1A9
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
FrancineDick-Certified Financial Planner
21 Reviews
25 Wright Ave, Toronto, ON M6R 1K9
DISCOVER THE BENEFITS OF LEARNING CASH FLOW MANAGEMENT WHILE CREATING A PLAN TO REACH YOUR GOALS
- Washroom
L'agence Design Conduct
30 Reviews
5705 Rue Pasteur, Laval, QC H7K 2X8
Grow your online business with Agence Design Conduct, Rated Top 3 agencies in Laval, the leading AI marketing pioneers Metropolitan Montreal. Call us today!
- Wheelchair-accessible parking lot
- Onsite services
- Online appointments
RBC Dominion Securities
6 Reviews
545 Prom. Du Centropolis Bureau 200, Laval, Quebec H7T 0A3
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Edward Jones - Financial Advisor: Matthew Robertson, CFP®|CIM®|FCSI®
7 Reviews
2406 Fairway Plaza Rd S, Lethbridge, AB T1K 6Z3
Matthew Robertson is an Edward Jones Financial Advisor serving Lethbridge, AB. Get the personal financial advice you need to achieve your goals.
- Wheelchair-accessible parking lot
- Wheelchair-accessible washroom
- Washroom
David Sklar & Associates – Consumer Proposals & Licensed Insolvency Trustees
28 Reviews
380 Wellington St Tower B, Suite 690, London, ON N6A 5B5
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
- Wheelchair accessible seating
- Wheelchair-accessible washroom
Spencer Murray Mortgages
6 Reviews
400B Central Ave, London, ON N6B 2E2
Spencer Murray Mortgages, Mortgage Broker in London, offers Mortgage services to clients across London, Sarnia and Windsor, Ontario. Book a Free Consultation Today!
- Wheelchair-accessible parking lot
Axil Alliance
38 Reviews
1351 Matheson Blvd E #21B, Mississauga, ON L4W 2A1
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Identifies as women-owned
Recommended Reviews
Michelle
04.05.2024
BMO Bank of Montreal
What time do they lock their customers out from ATMs? It is very annoying to not be able to take out funds at.9pm.
Oliviana Cinco
23.10.2023
Ben Aldridge - Sun Life Financial advisor
Ben was super helpful in walking us through the right insurance plan for my partner and I. He answered all our questions and was very patient throughout the whole process!
NicAlina
23.10.2023
Avnish Aggarwal, CPA-Tax , Accounting, Corporation
Vanish is Very professional. I will definitely keep coming back to him only . Filed my taxes quick and with no hassle. Thank you !
Michelle Martin
23.10.2023
BMO Bank of Montreal
Again Angelo Papanikolaou and Gabriel Frances of came to my rescue to settle an imbroglio with their Head Office Customer service. They are the best representatives of Bank of Montreal, they offered me a proactive and intelligent service.I ma so grateful for their presence.
T S KWEK
23.10.2023
Vancity
My wife and I visited the Richmond Branch this afternoon. We were attended to by 2 very pleasant customer service staff who very efficiently helped us with our cheque deposits and the issue of replacement Member Cards. They very patiently walked us through the steps to set up online banking and use of the cards at the ATM. We want to express our thanks to Ms Linda and Ms Emma.We also found the banking hall to be neat and pleasant. Reserved parking in front of the branch is also convenient.
Patrick
23.10.2023
Ian McCulloch CFP, Sun Life Certified Financial Planner
Ian and his team have been a pleasure to work with. They are knowledgable, organized, and go the extra mile to answer your questions. I needed advising for personal, family, and business planning - Ian's team was able to help meet all of these needs. I like the idea of having one team manage all aspects of insurance/investing/planning as it helps create a focused strategy. Ian's team made this process simple and efficient.
Elizabeth Mullen
23.10.2023
BMO Bank of Montreal
Horrible bank ( every week locked out of account randomly, input new password and I get you can't use your last password" )Call online support an they say there is nothing they can do ..I've been a customer for years. And I'm ready to move all my stuff out of there just to stop this.It just keeps happening."
Designer Inspired Clothes
23.10.2023
BMO Bank of Montreal
I honestly hate going into this bank as each and every time seems like a horrible experience dealing with the ladies here. More recently I had a very rude bank teller with long dark hair and glasses. This woman should not be in the industry of serving customers. Before I had a run-in with her I could see how she was treating and speaking with the customers ahead of me and it was bad. She has no business working at this bank or any other bank. Another experience like this and I will be moving my banking over to TD or Scotia.
Miaou
23.10.2023
Allan Marshall & Associates Inc. Licensed Insolvency Trustee
Definitely recommend Olivia Harper. So very easy to talk too and was able to offer some real solutions when I felt I had no other options. Now I’m starting fresh and never felt better!
Susan Hall
23.10.2023
Menon Financial Solutions
I am so impressed with Krishna. He has been so helpful explaining in detail choices for my financial needs. As a senior I was hesitant. His knowledge and how he went over every aspect repeatedly was impressive. He is thorough and so informative, suggesting ways for me to lean after our transaction was completed. I am so grateful we chose his firm and had the pleasure of working with him. Thanks a million Krishna.