Optim Financial Solutions Inc. - Sun Life

I love the personal touch Optim provides. Andrew has always been an exceptional advisor - taking the time to understand our current and future needs/wants, anticipates our questions, actively researches fund managers - and looks for the ones that fits with us. He couples these discussions with our insurance needs and our future health needs (like long term care). Andrew is caring, empathetic, and knowledgeable.The office staff are always attentive and quick to respond.Finally, Kevin has been wonderful. You can tell he takes great care in creating a top-notch team to help you with all your insurance/financial needs.

Always a pleasure to meet with Kevin and get his assistance. He is easy to talk to and you feel comfortable asking any questions that you have. His office team is also very helpful and efficient.

I have been working with Kevin Bewick and his staff since 2018. They administer RRSP's, TFSA's and other investments for my wife and I.Our experience has been consistently excellent. Kevin is extremely knowledgeable about personal finance subjects from savings to retirement, tax planning, estate planning and even RESP's.Kevin's meeting schedule is flexible. He is a very engaging person to talk to. He also listens carefully and makes sure to understand my goals as well as my risk tolerance. He is always ready to discuss the pros and cons of my options. Kevin has us on track to retire comfortably.The staff respond very quickly and are always friendly and courteous, even when I have forgotten and missed appointments. They really are a great team!I would not hesitate to recommend Optim.-WB

It is always a pleasure to speak with Kevin on a zoom meeting to discuss my Sun Life investment portfolio and gain some further insight into what's happening in the financial world at large. I'm always pleased with the depth and breadth of Kevin's knowledge, so we sometimes discuss other financial concerns outside of my SL account. I also appreciate his ability to relate to the personal financial concerns of an individual of any age. Kevin is an honest, straight-talking fellow, and it is a pleasure to work with him.

Optim Financial Solutions is a great company to help you with all your investment needs. Kevin and his very helpful team have always been there for us whenever we have questions or need advice. Their helpful, down-to-earth approach has always made us feel comfortable and confident in our investment choices. They never pressure and always try to advise and find the best solutions for our personal and financial needs. Highly recommend them.

It is always a delight to work with Optim Financial Solutions - Sun Life. The staff, really? The people there are very friendly, knowledgeable, and helpful to even my mundane and often simple questions. As for the more complicated services I have nothing but praise for the overal experience of working with such professionals.I find a star rating is singularly inadequate to express the experience. Since life is filled with joys and delights and oftimes sorrow to merely set a star rating seems to diminish the positive feelings when leaving with a service complete and satisfaction granted.Have a great day!

I’ve had great experiences with Emily Peek as an advisor. Super knowledgeable about what my financial needs are and was able to come up with a great direction for me to go! The staff is also super friendly and helpful whenever you reach out with questions/concerns.

I have had nothing but a tremendously positive experience dealing with Kevin, Rebecca and Alanna of the Optim team. Their guidance has been outstanding and is given with a feeling of calm and reassurance. Would recommend this team to anyone!

The financial advisors at Optim Financial Solutions are responsive, respectful, and give advice tailored to the client's personal values and goals. I have been working with Andrew Johnson for several years and appreciate his balanced approach to risk and reward. I've had good return on investment, even through the tumultuous financial times of the pandemic. I would strongly recommend this firm.

Kevin at Optim is thorough, measured, and also kind. Over several years he has considered the changes in my life circumstances as he helps me make financial plans. Would definitely recommend.