We Listen - Financial Planning Solutions

We Listen - Financial Planning Solutions





32 Reviews
  • Friday8 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8 AM–5 PM
  • Tuesday8 AM–5 PM
  • Wednesday8 AM–5 PM
  • Thursday8 AM–5 PM




We Listen - Financial Planning Solutions




About the Business

We Listen - Financial Planning Solutions Inc. | Financial planning to help you reach your destination. Whatever your destination looks like, we act as your guides by helping you navigate your finances and obtain financial freedom.

Contacts

Hours

  • Friday8 AM–5 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8 AM–5 PM
  • Tuesday8 AM–5 PM
  • Wednesday8 AM–5 PM
  • Thursday8 AM–5 PM

Features

  • Online appointments




Recommended Reviews

Guthrie Fong
03.10.2023
We Listen - Financial Planning Solutions
We’ve been with Jeff/ Mackenzie/ WeListenFinancial for almost 20 years!They really do listen to our questions and provide honest answers. There’s never any pressure to do anything you are not comfortable with.They will contact you at least yearly to review your financial goals and where to direct your investments. When was the last time a bank did that once they had your money?If we contact them via email, they respond so quickly, sometimes before the iPad is put down!We feel so confident with their guidance, they are financial consultants for our 3 children as well.
mair
26.09.2023
We Listen - Financial Planning Solutions
I have always found Jeff and Mackenzie helpful, efficient and extremely knowledgeable. Unlike other Financial advisors that I have used, they actually care about their clients and their money. I trust them 100% and would highly recommend their services.
Susan Kwan
19.09.2023
We Listen - Financial Planning Solutions
We have known Jeff for many, many years and pleased to see his daughter follow in his footsteps. They are both knowledgeable, professional, honest and will go the extra mile. They provide a peace of mind for our financial plans.
Jason Grew
03.09.2023
We Listen - Financial Planning Solutions
Jeff has looked after our investments for over 25 years, and have always done a great job keeping us informed and educated on the changing financial landscape. Mackenzie has also been great, since she began in the business
Maria Dutkowski
30.08.2023
We Listen - Financial Planning Solutions
We have been working with Jeff for 28 years. With his years of experience and added accomplishments, we highly recommend him. Mackenzie has recently joined the team and is extremely knowledgeable.
dwsmith416
27.08.2023
We Listen - Financial Planning Solutions
If you are looking for a financial planner who cares, who listens, and who understands your goals, then Jeff is your guy. I've been working with him for close to 20 years and, as someone with limited investment knowledge, Jeff and his team have guided and supported me through my financial decisions, and helped me reach my goals. Mackenzie joined the We Listen team a few years ago and her knowledge and insights have been incredibly helpful. I cannot recommend We Listen - Financial Planning Solutions enough. They are trustworthy, reliable, responsive, and all around great people.
Tammy M.
08.08.2023
We Listen - Financial Planning Solutions
I have been working with Jeff and Mackenzie for just over a year now and it is one of the best decisions I have made. Their team is knowledgeable, friendly and always quick to respond. I highly recommend We Listen Financial.
Nik Bells
29.07.2023
We Listen - Financial Planning Solutions
We've worked with Jeff for several years from newly married to several years down the line. At each phase he has offered suggestions and products that were relevant to our life stage and finances at the time. Mackenzie joined the team and brought some digital upgrades and a younger generation's perspective. I love their new site, it makes it easy to book a meeting, check out tips etc. They really cater to each individual family's needs and have always given sound advice.
Natalie Belley
24.07.2023
We Listen - Financial Planning Solutions
Jeff, Mackenzie, and the entire team have always been nothing but helpful! Been with them for the last almost 10 years and they're always quick to answer questions and get the best information and resources for you. Even through the pandemic, they always made it possible to get in touch with them in ways that didn't just feel like talking to a screen. Highly recommend.
Pat Cameron
19.07.2023
We Listen - Financial Planning Solutions
We Listen has had our back for many years. With the excellent guidance of Jeff and the team we were able to retire when we wanted and enjoy more time with family! We Listen has made our lives much easier and taken good care of our financial needs.

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We Listen - Financial Planning Solutions