Here's The Rundown: Richard Sales is an Executive Financial Consultant with IG Wealth Management and the Lead Consultant of R Sales & Associates in Burlington, Canada. He is an experienced financial professional with 24 years of experience in the business. He brings extensive knowledge and experience in advanced financial planning and lending. More importantly, Richard’s reputation has been elevated due to his hard work, trustworthiness, and loyalty. Richard and his team can adapt to all generations and serve each client above and beyond their expectations. He holds designations as a CERTIFIED FINANCIAL PLANNER ®, Certified Life Underwriter (CLU), Certified Health Specialist (CHS), and Registered Retirement Consultant (RRC). At R. Sales & Associates Private Wealth Management, the team believes wealth is more than investing; it’s about all aspects of your family’s financial well-being, future, and legacy. Their Family Office offering is built around a Private Wealth Planning Experience. Embedded investment fees come from assets under management. Clients can expect professional and compassionate service. That’s why their valued clients can expect exceptional personalized service and comprehensive financial planning expertise that proactively responds to their full family picture today and for years to come.
3 Best Financial Services in Burlington, ON
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TOP 3 IG PRIVATE WEALTH MANAGEMENT - RICHARD SALES REVIEWS
Working with Richard Sales and Associates has been a wonderful experience. They have taken great care of us and our financial future. Whether it is answering questions promptly, giving great advice or taking the initiative to offer suggestions we would never have thought of ourselves, our experience has been nothing but first rate. I love that they offer services from looking after our kids begin their first investments to creating a retirement plan for us so that we are excited about our future. I highly recommend Richard Sales and Associates if you are looking for a great team to support your financial future.
Richard and his team are quite terrific to work with. Richard stays on top of our financial need and is always there to answer any questions that my wife or I may have. Amanda is a dream to work with as she is so helpful with all of my questions and handles all of my concerns in a very expedient manner. Richard and his team have always given us very good advice with regards to our current financial situation and what to do moving forward. We feel quite comfortable that Richard and his team are looking after our financial future in our retirement years. I would highly recommend Richard and team to anyone looking for help with their financial future and I feel good about saying that.
We have been using Richard Sales and his team at Investors Group services for over 15 years. He has never lead us down the wrong path. Our money has grown steadily over that time. He explained low - to high risk investments and always made us feel comfortable asking any questions. My own knowledge of investing is limited so it was crucial to find someone who I can trust. He is open to my queries and explains things in a way that I understand. I would never use anyone else. Thanks Richard for securing our financial future. Your advice is invaluable.
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Here's The Rundown: deGraaf Financial Strategies is a female team of Certified Financial Planners led by Leony deGraaf Hastings. Their focus is on holistic financial planning for women and seniors in the Burlington and Hamilton area. Leony began her career as her Dad's assistant, then became a financial advisor about 25 years ago. Since then, she has gone on to earn her Elder Planning Counselor (EPC), Certified Executor's Advisor (CEA), and Certified Financial Planner (CFP) designations to provide the best guidance possible for her clients. These credentials show her commitment to the industry and her clients as a trusted advisor with an excellent reputation. As a client of deGraaf Financial Strategies, you can expect personalized, expert advice for your specific circumstances, especially during times of life transitions such as divorce, retirement planning, or dealing with the loss of a spouse or parent. With 25 years of experience navigating clients through these changes, Leony ensures a professional and fully transparent process. Contact deGraaf Financial Strategies to see how they can simplify your season of life. Embedded investment fees come from assets under management, ensuring professional and compassionate service.
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TOP 3 DEGRAAF FINANCIAL STRATEGIES REVIEWS
I have worked with Leony and Laura this past year to invest my commuted pension, as well as other investments and the experience has been fantastic!!! Not only have my investments profited substantially over this past year, but every inquiry I have had has been met by an immediate response from both Leony and Laura. To top it all off, they are not only extremely professional, but also pleasant to work with and have given me a lot of inspiration for my financial future. Highly highly recommended.
I’ve worked with Degraaf financial strategies for well over a decade now and the service and performance has been top notch. Léony provides unsurpassed knowledge and acumen while being extremely accommodating, patient, and adaptable. Highly recommended.
5+starts! deGraaf Financial Strategies are kind, caring, understanding, patient but, professional. They have helped my father and I a tremendous deal when needed the most. I highly recommend anybody who needs financial assistance. Thank you.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Halton Wealth Management is one of the leading financial planners in Burlington, ON. The team is dedicated to enhancing your current and future lives, and this commitment is reflected in their efforts to improve the lives of Canadians nationwide. With over 25 years of expertise, they have guided clients toward the best investment choices for their unique situations. Nestled in Burlington and serving clients nationwide, their independent financial advisory firm caters to mindful investors seeking outstanding results. While they provide a wide range of services, they specialize in providing enduring financial stability for current and future retirees through sustainable incomes. They pride themselves on delivering superior custom solutions and innovative products often unavailable at other firms. Working with serious investors, they offer unique, cost-effective, customized solutions tailored to meet their needs. Clients benefit from reduced risk, lower fees, and tax efficiency, leading to predictable and sustainable results. They appreciate working with a highly disciplined firm dedicated to preserving clients' capital while generating solid returns through a value-based fundamental investment philosophy.
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TOP 3 HALTON WEALTH MANAGEMENT REVIEWS
I've been a client for several years. What I really appreciate is that everything is always explained in details and in a fully transparent fashion. My portfolio was upgraded, my risk was reduced and my returns were improved. The service is personal and geared towards me.
We highly recommend Jim at Halton Wealth Management. Over the years he has helped us grow our portfolio enabling us to retire a little earlier than expected and still live life within our means and worry free. Any questions are always answered quickly and explained thoroughly with his knowledge, expertise and guidance.
I have been a client of Jim and Katarina Gunn for many years. They are very patient, knowledgeable and professional. Also, they are always ready to help in a timely fashion. I highly recommend them.
We highly recommend Jim at Halton Wealth Management. Over the years he has helped us grow our portfolio enabling us to retire a little earlier than expected and still live life within our means and worry free. Any questions are always answered quickly and explained thoroughly with his knowledge, expertise and guidance.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.