Ferguson Financial Planning | CI Assante Wealth Management
57 Reviews
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
About the Business
Home Page - Ferguson Financial Planning | CI Assante Wealth Management | Our team brings over 100 years of financial services experience. With our diverse background and expertise, we help our clients find the right mix of services and solutions to meet our clients’ goals and objectives.
Contacts
Call Us
+19052777933
350 Burnhamthorpe Rd W #218, Mississauga, ON L5B 3J1
Hours
- Thursday9 AM–5 PM
- Friday9 AM–5 PM
- SaturdayClosed
- SundayClosed
- Monday9 AM–5 PM
- Tuesday9 AM–5 PM
- Wednesday9 AM–5 PM
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
Recommended Reviews
Anna Polanski
13.10.2023
Ferguson Financial Planning | CI Assante Wealth Management
I did speak with Jacqueline and found her very knowledgeable and thorough regarding her analysis. I would recommend her to anyone who is looking into investing either for the short or long term. There is a fee to invest within the business - so if the investments outweighs the yearly fee - I would definitely recommend going with Jacqueline.
Mariam Antoun
03.10.2023
Ferguson Financial Planning | CI Assante Wealth Management
We started working with Jacqueline a few months ago and we're very impressed! Jacqueline is professional, offers highly personalized service, pays great attention to detail, and is responsive to our needs. Most importantly though, Jacqueline takes the time to get to know you well, and this is what has built trust.
Jennifer Binns
27.09.2023
Ferguson Financial Planning | CI Assante Wealth Management
Jacqueline was so insightful ! I can no thank her enough for her help with my budget and asset estimate. we cannot thank you enough! Her thoroughness was above expectations.We are grateful for your time and your amazing insight. I would highly recommend her.
Virginia Vitale
21.09.2023
Ferguson Financial Planning | CI Assante Wealth Management
The team at Ferguson Financial is exceptional. Steve has been my advisor for over 35 years and I have been extremely happy with the advice I have received.
Lucie M
02.09.2023
Ferguson Financial Planning | CI Assante Wealth Management
Wow! Almost 10 years! We have always received great service from Steve, Norma, Jacqueline and Carmina. Their effortless teamwork ensures that we get the answers we need; always with a smile. We truly appreciate your effort and expertise.
ian davidson
01.09.2023
Ferguson Financial Planning | CI Assante Wealth Management
Always the highest standards of professionalism & care. Financial planning, estate planning, tax planning & investment all covered in my financial plan.Making sure I have financial dignity in my retirement.
Karen Sutor
11.08.2023
Ferguson Financial Planning | CI Assante Wealth Management
Jacqueline, we cannot thank you enough! Your approach was very thorough and you looked at all aspects of our financial health. You dissected our budget, and took the time to outline areas of growth and financial possibilities while projecting our retirement outlook. We are grateful for your time and your amazing insight. I would highly recommend her.
Elyse Della Rossa
24.07.2023
Ferguson Financial Planning | CI Assante Wealth Management
I had the pleasure of working with Steve, Remy, Norma and their team, and I must say, my experience has been nothing short of incredible! They truly went above and beyond to help me with my financial situation. They made me feel comfortable and confident in their abilities to help me achieve my financial goals.To anyone looking for expert advice and guidance on their financial journey, I highly recommend them! Thank you again Steve, Remy, Norma, and team for all your hard work and dedication
Meral Ozdemir
23.07.2023
Ferguson Financial Planning | CI Assante Wealth Management
Jacqueline has been my financial advisor for a long time. I've been trusting her (and her team) with my finances and my investment portfolio. She always listens and provides great advice that gives me confidence that we are making the right decisions. As I am getting close to retirement, she is helping make sure that I am set up for the future to retire comfortably.
Mary Grace Suplito
20.07.2023
Ferguson Financial Planning | CI Assante Wealth Management
I am grateful for the chance of talking to Jackie. It was so informative and she’s so accommodating. A Very detailed explanation of something about finances is really helpful for someone like me who wanted to pursue new beginnings in Canada. Thank you very much. Job well done!
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Map
350 Burnhamthorpe Rd W #218, Mississauga, ON L5B 3J1
Ferguson Financial Planning | CI Assante Wealth Management