CWP Financial Services Inc. (Sun Life Financial)

My husband and I have been with CWP Financial Services Inc for over 5 years. The service we have received from Chris Poole and his team has been fantastic. Any time we have questions or items to be looked into we contact Amanda and she gets us what we need in a timely fashion. Chris makes sure we have what we need financially for our day to day needs as well as our long term goals. I like that he will take the time to explain everything to you in an easy to understand way when it is needed.
Apr 15th, 2022

CWP Financial Services has been instrumental educating our family and helping us make well informed choices. Chris and his team (Amanda and Dawson) have been a pleasure to work with as they helped create a personalized plan for us taking us through all of our life's stages. I most appreciate Chris simple explanation when advising on complex options and helping us make adjustments as needed. I was most impressed that through our pandemic times, Chris has reached out several times not only to ask about our safety, health and well being but to also help explain market conditions. The personalized service is a game changer. I dont feel like a number instead a valued client and even family. Thank you Chris and Team!
Feb 7th, 2022

Trevor has been my financial advisor for well over 10 years now. I have gained tremendous insight on my finances as well as the operation of global finances. This has resulted in feeling empowered and confident with my investments and money - a continuous breath of fresh air. Trevor is articulate, knowledgable and incredibly reliable. Due to his high calibre professionalism and competence, I have perpetually recommended them to my friends and family. Trevor is an absolute pleasure to work with.
Jan 21st, 2022

Well informed advisors giving friendly service adapted to the clients particular needs.
Aug 8th, 2021

Always a great experience dealing with Chris and the whole CWP team - whether I just need an advice on how to do something, financial advice or a recommendation for a professional service, I always received a prompt, detailed and well informed response! I always felt like a valued client, especially during the pandemic when the team would reach out to check in, have a chat and build our relationship!
Jul 4th, 2021