CFS Wealth Management Inc.

A Facebook friend shared a CFS Wealth Management post about unlocking pension funds. Mark took the time to explain the process, told me what to expect. Sent me clear instructions and forms and made it so simple for me that I couldn't make a mistake. Impressed by the attention to detail and genuine care.

To Start off, i learned CFS thru social media ads and a couple reviews; Honestly i was skeptical at first as I don’t see if their physical office if it exist as I’m far, I live in Saskatchewan, CFS Office is in Ontario, Like anybody else i don’t want to get scam of some sort. So I did my research and tried their services. Sure did CFS under Mark Sager delivers the best experience you would want from any Finance / Wealth Management guy, they actually exceed my expectations and they turn my LIRA account into cash within 5-8 business days which is pretty awesome.CFS team and Mark Sager will explain all the process, to help make the right choice suitable to your needs, will definitely recommend their services to anyone anytime !!!

I have been a client of CFS since 2020 and would highly recommend their services. I have recommended a number of my friends and family to CFS Wealth and they also are very happy with the service. I will definitely continue to rave about Mark and the team.

I can’t say enough about Mark Sagar! My experience with him exceeded my expectations. Mark genuinely cared about my situation and was always available when I had any questions. He always gave me open and transparent advice. I look forward to continuing working with him! Thanks again, Mark!

Great job Mark was fantastic and explained everything, even after another financial institution told me that it was not possible Mark worked his magic and funds arrived in a timely manner, highly recommended.

Mark Sager at CFS Wealth did a great job helping me access funds when I needed it. Professional prompt communication and results. I highly recommend.Troy, AB

CFS unlocked my pension from a previous job I had. It was just sitting there doing nothing and at the time I needed some funds as I was laid off of work. I couldn’t even think this was possible. Mark is really good at what he does.

Mark brings a very positive vibe each conversation. He is very promp and knowledgeable and we're really happy we have found him. We consider him family and it's amazing how the customer journey changes when you feel like you're truly unerstood. Thank you, Mark!

This is what financial advisors should do! If you met Mark, I'm sure you know what I mean. I truly appreciate the openess and approach he takes each discussion. I have never felt more secure about my financial decisions. Thanks, Mark!

Very informative and knowledgeable. Easy to work with and really quick I was shocked at how fast and easy the process was. If you need assistance in accessing your pension - Mark is the guy to go to. thanks Mark and company.