Financial consultant
Sort: Highest Rated
Rose Blankenagel - Mortgage Broker - Atelier Lending
23 Reviews
546 St Paul St #250, Kamloops, BC V2C 2A2
- Wheelchair-accessible parking lot
Serviss Wealth Management
19 Reviews
1605 Pandosy St, Kelowna, BC V1Y 1P6
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Kindred Credit Union
6 Reviews
1265 Strasburg Rd, Kitchener, ON N2R 1S6
Values-centred banking that empowers you to make peace with your money.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
Ferguson Financial Planning | CI Assante Wealth Management
57 Reviews
350 Burnhamthorpe Rd W #218, Mississauga, ON L5B 3J1
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.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
Justin Manning - Vegan Financial Advisor
78 Reviews
6325 204 St Suite 306, Langley, BC V2Y 3B3
Helping impact-driven people and companies. Book your Zoom meeting today to find out if we're the right fit to work together.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Onsite services
- Online appointments
3D Financial
20 Reviews
3080 Boul. le Carrefour bureau 500, Laval, Quebec H7T 2R5
- Wheelchair-accessible parking lot
- Appointment required
- Washroom
4 Pillars - Financial Wellness Advocates
42 Reviews
920 Commissioners Rd E Unit 205, London, ON N5Z 3J1
We build a plan to put the burden of debt behind you. Locations across Canada. There is life after debt.
- LGBTQ+ friendly
- Onsite services
- Online appointments
- Washroom
Casb Management Group | Private Mortgage Lender/Broker, London Ontario
30 Reviews
395 Wellington Rd, London, ON N6C 4P9
Best mortgage broker London, Ontario, & private mortgage lenders with focus on residential mortgages. Contact us today at 519-649-2502.
- Wheelchair-accessible parking lot
- LGBTQ+ friendly
- Transgender safe space
- Onsite services
- Online appointments
Edward Jones - Financial Advisor: Leanne Beattie, CIM®|FCSI®
14 Reviews
2386 Main St, London, ON N6P 1A7
Leanne Beattie is an Edward Jones Financial Advisor serving London, ON. Get the personal financial advice you need to achieve your goals.
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- Wheelchair-accessible washroom
- Washroom
Socium groupe financier - Investissement - Assurance - Assurance collective
22 Reviews
1681 Rue de l'Industrie, Beloeil, QC J3G 0S5
- Wheelchair-accessible parking lot
- Wheelchair-accessible washroom
- Washroom
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.