WESTGROUP FINANCIAL MANAGEMENT INC

Meenakshi Sareen helped me look at my finances and figure out how to better plan for the future. She helped me take a detailed look at my budget and learn how to invest funds to enjoy more financial security. I appreciate her willingness to answer questions, which allowed me to learn new ways to get to my goals. I would recommend her as a financial advisor to help you learn more about how to manage your money more effectively.

I just recently started investing with WestGroup and have Harpreet as my advisor. I have received nothing but support, understanding, great advice, and wonderful communication on all aspects. Everything is always handled professionally and without judgement. I will definitely be recommending WestGrouo and Harpreet to others I know that want to know their financial health will be in good hands.

After moving from United States to Canada, it was very difficult to learn, research and understand the financial/wealth management system in Canada. We were lucky to have met Jayan Jayabal (now our financial advisor and friend @ West Group) and his team Karm & Bal. They helped us understand the nuances of the financial system here and kickstarted our wealth management journey in Canada.We have very high praise for Jayan's vast knowledge in this sector coupled with his professionalism and communication skills. He is highly responsive, very diligent and tirelessly answers all of our questions. Jayan and West Group regularly discuss wealth management strategies with us to keep up with changing tides.We highly recommend Jayan and West Group Financial Management's services.

Jayan is the best thing to happen to us in the last one year. What sets Jayan apart is the fact that he is our friend and guide first and the thorough professionalism kicks in after that. He has been our tailwind and has helped us achieve our goals in a time span we could not have dreamt of. Hope to continue this partnership for years to come.

As someone who is quite cautious about finance management, I am glad to be represented by Mr. Jayan Jayabal. He is precise and informed when it comes to finding the best solutions for his clients. He has been aiding us extremely well in our finance-wellbeing journey. And we know that he will be our ally and advisor on anything wealth-related in the future as well.Additionally, Jayan is a warm and positive person. And we regard him as our good friend!

Before starting investing with Westgroup several years ago, I personally knew Baljeet as a super reliable and honest person. Yet, I was pretty nervous before our first meeting because I had little knowledge about wealth management. And I was unsure if Westgroup could help me create a feasible plan.It turned out to be a great choice. Both Bal and Karm took time to understand my family situation and financial goals before patiently explaining available solutions. A lot of my questions were very basic but.. by answering them Bal and Karm dispelled my fears and misconceptions about investing. Just to be clear, they do not sell a magic wand or a secret stock. Instead they show a realistic approach that helps start and grow your savings steadily.It has been several years since I started using their services. The level of attention, the quality of the customer service and advice I've received from Westgroup has been fantastic. The plan they created has worked through the stock market ups and downs and continues delivering. Thank you, guys!

Exceptional customer service, Advisors are very knowledgeable and understanding of client needs, very professional environment..and beautiful office!!! I recently had my financial plan completed with this company, couldn't have felt better with the advice and recommendations that were provided. They took the time to listen carefully, assess my needs and helped me understand the importance of protecting my future. I've never had the opportunity to get all my financial needs taken care of at one place and accounting services. They were very thorough in asking questions and knew exactly what to do for me. I've never had such a good experience in the past, very impressed with the knowledge and service I received. Highly recommend this Company.

We cannot say enough good things about Karm, Aman, Bal and Sukhy and the rest of the team at Westgroup Financial. Their professionalism, knowledge and passion show through each time we meet. We always look forward to talking with them and learning from their vast wealth of financial experience and advice. Thank you to the team for your continued guidance and support. HIGHLY RECOMMEND! Simply the best!

It's been a pleasure to work with Westgroup Financial. Karm, Bal and the rest of their team are exceptionally well-informed with wealth management. They believe in the value of having a one-on-one relationship with their clients. Jay has been fundamental in understanding my current financial situation and what my future goals are. He is always a pleasure to talk to and is very empathetic and friendly. I get instant response from the team for my queries and they go over & above to help me with my investments, taxing and overall financial planning. I highly recommend their services to anyone looking for a great working relationship and simplify your financial life.