Toronto, ON Investments

Anastasia helped me out of a bind a few years ago and am happy with her help every year! She is very knowledgeable and is an amazing person to have on your team :)

As the name suggests people from Finance Professionals are indeed very professional. Vishawa was amazing she helped me in order to score a job in an amazing bank . They ... more

Totally incompetent. I hope , people who are responsible will be investigated and prosecuted for any wrong doings.

They have my money. Yet no one responds to the phone or email. Don't waste you investments here

Trying to load the website for 15 minutes!

Very competitive rates. They provide one week notice before rates change. Thus allowing to make decisions to lock in or not. Once setup, transferring money in and out is ... more

Jamie Madigan is a financial professional who can wear many hats. For my business, I was looking to set up group benefits for myself and the staff, and turned to Jamie to ... more

It was informative and helpful .

Ryan Henderson is a rockstar!

Positive: Professionalism, Quality, Responsiveness, Value

Natalie and Steve have always been extremely helpful, respond in a timely manner, and have the best customer service and customer appreciation I have ever experienced. I ... more

Farwell Group has been my financial advisor for about 5 years now and I couldn't be happier. Darren and his team are very competent and has helped me build my wealth over ... more

An independent financial plan had been on my radar for a few years, and I approached Marlene to help me wade through what was a fairly trepidatious topic to me. Marlene ... more

Dishonest firm, we dont not recommend them at all cost. *You ll thank us later. :)

Highly recommend. I work with Andrew Feindel of Richie Feindel Wealth Management who has done a wonderful job on my portfolio, provides me a written financial plan every ... more

Hillsdale looks after my money and my kids money. They did a detailed portfolio review and put together a financial plan that made sense. We are thrilled with our resu ... more

Love working with Good Investing. I am risk-adverse and sceptical about the financial system overall. For the longest time I could not find a financial advisor who could ... more

Trustworthy advisors who have your interests at heart.

i passed my exam :^)

Great place to work

Working with Deloitte has rewarded me immensely. BAE is the best office in terms of building and also in terms of people. Lot to learn on daily basis. I'm grateful to Del ... more

Terrible organisation with very poor security protocols allowing my information to be compromised. Then making us wait hours and hours on the line to get the transunion t ... more

Positive: Professionalism, Quality, Responsiveness, Value

Thank you Richard for everything you do! Thank you for being an incredible listener coupled with patience and a unique ability to decrease the level of difficulty unders ... more

This is a scam etf and be aware of this kind of scammers.

A Driving force behind innovation

Fidelity investments is one of the worst companies to interview with. I was contacted for Client Service and Support Rep role. They conducted my telephonic interview alon ... more

Odete Martins has thoroughly taken the time to go over my financials & was able to improve them with things I didn't think of! & updated a Financial Plan outlook for me.

Have been with the Baskin team for years. It is a pleasure dealing with them, I have learned a lot from all and especially advisors like Benjamin Klein. He has walked me ... more

(Translated by Google) Fraud (Original) Fraude

DO NOT purchase life insurance from RBC DS at 181 Bay. RBC DS agents at this specific location agents push products they benefit from selling; they do not provide advice ... more

Very poor results for a long period

I am just about at year one working with Morgan. She has been wonderful to work with. She has clearly and professionally delivered on time and with great detail on everyt ... more

I have had nothing but a great time dealing with FP Canada representatives whenever I need help. I have often sent in a question on behalf of a colleague. FP Canada are v ... more

This branch is of NO use other than its ATM machines. This is the closest branch to me and I keep going there because I have a baby and cant go far distance. Out of 10 ti ... more

Four hours on hold still no answers or replies. Zero responsibility and extremely disappointed for paying any kinds of fees. Time to switch the banks

Chris is all you could ask for in a financial planner. Attentive, caring , patient. Thanks for all your help, Chris!

Called to Directly Register my shares. Was lied to several times..... first they tell me they can't due to the company being bankrupt (it's not bankrupt) Then they tell m ... more

Positive: Professionalism

ONE START IS ONE TOO MANY! STAY AWAY FROM THIS COMPANY THEY ARE CROOKS, NEVER RESPOND AND TAKE YOUR MONEY!

Everything is great about them, low fees great return on investment, sound diversification. But you cannot get anyone to answer to you anymore, emails go weeks answered a ... more

You're better off taking your money and business else where