Toronto, ON Financial Consultant

Nick at Edward Jones is a very professional and extremely knowledgeable financial advisor. He always looks out for your best interest. I would highly recommend Nick to an ... more

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 h ... more

My is very responsive any time of the day. He is very knowledgeable in his line of business. Mike has goes above and beyond to exceed my expectations. He had helped me ... more

I can't recommend Francine highly enough! She's very knowledgeable about insurance and financial matters, but she's also very personable and explains things really well. ... more

John's support was thorough, friendly, professional and kind.

Positive: Professionalism, Quality, Responsiveness, Value

I've been working with Richard for the better part of 30 years .. starting back when he was giving financial planning seminars in church basements! Richard and his tea ... more

Ashley was instrumental in helping us plan our Retirement. He has great knowledge on Insurance and Investment combinations. He never pushed us in a direction we felt unco ... more

Richter is an innovative, client-centric midmarket firm with whom I have had the pleasure of working with personally and professionally for many years now. Unpretentious ... more

I rarely post negative reviews, but I want to warn anyone who is considering hiring Cobella Financial to seriously reconsider their decision and find another provider. My ... more

This is the worst place to invest money in because once you invest it they won't give it back to you at all they make you wait and wait and wait and wait and wait instead ... more

From day 1 koby was very professional and take time to explain and plan what the best for me and manage my portfolio accordingly. Very prompt with his meeting and schedul ... more

Your plan is as good as the individual they've assigned to it, which appears to be an independent contractor. I thought my plan was mediocre. It used a standard templat ... more

Just starting with Kalkine. Had my initial talk with Scarlett. She took her time and made sure that I understood everything. So far the staff at Kalkine seem to care abou ... more

I had the pleasure of working for this outstanding company for a year, and I highly recommend it. One of the things that set this company apart is their exceptional leade ... more

Positive: Professionalism, Quality, Responsiveness, Value

Positive: Professionalism

My husband and I did a fair amount of research in trying to find an impartial financial planner, getting quotes from several firms and we were very pleased with our choic ... more

Horrible service. Overcharges, makes graves errors and charges an arm and leg to fix. Nearly crippled my business. Stay far away.

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

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!

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

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

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

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.

(Translated by Google) Fraud (Original) Fraude

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

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

I lost more than 2.5 K of my son's RESP with this company. Nobody contacted me in almost 20 years to discuss how to invest my hard-earned money better. My financial advis ... more