Caledon Hills Private Wealth is a comprehensive wealth management firm situated in Caledon. At the helm is Shane Nixon, a seasoned professional with two decades of experience, serving as Caledon Hills Private Wealth's Manager and Senior Wealth Advisor. Shane Nixon, drawing upon his 20+ years of experience, is at the forefront of providing these financial solutions within Caledon Hills Private Wealth. Shane Nixon and his dedicated team offer a wide range of financial solutions that are founded on their distinct Wealth Creation and Preservation System. Their overarching mission is to establish themselves as the most esteemed and respected full-service wealth management firm in Caledon. Their reputation is rooted in their specialized knowledge, extensive expertise, and a stellar track record of providing exceptional customer service, all of which instill confidence and comfort in their clients. Through their unique Wealth Creation and Preservation System, they deliver comprehensive financial planning services tailored to each client's individual needs and objectives, ensuring a holistic approach to wealth management.
UNIQUE FACTS:
• Impeccable Customer Service
• Free Consultation
• Specialized Staffs.
3 Best Financial Services in Caledon, ON
Expert recommended Top 3 Financial Services in Caledon, Ontario. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
CALEDON HILLS PRIVATE WEALTH REVIEWS
It is always a pleasure to speak with Shane about our portfolio. He and his team are very organized, all paperwork is accessible and current, and they are constantly updating their knowledge of market trends to help us make the most positive gains in our portfolio. Thanks Caledonian Hills Private Wealth!
Shane has been a great help in my investing years. He has been open and honest and will tell you what he thinks about your portfolio and gives you sound advice about that portfolio. He also a good family man and that means something these days.
Being able to see and chat with Shane is a great customer service benefit. We had a few questions that we have been meaning to ask, this sessions gave us a great insight and a view forward.
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Rob Payne is among the top-tier Financial consultants within Edward Jones, located in Bolton, Ontario. His expertise lies in collaborating with families crafting tailored financial strategies that bridge the gap between their current financial status and their envisioned future. Rob firmly believes in the power of disciplined investing, emphasizing that individuals who consistently invest even modest amounts over an extended period can achieve success comparable to those who invest substantial sums over a shorter timeframe. In his view, investing is not solely about available resources but also about maintaining a steadfast commitment. Rob takes immense satisfaction in forging close relationships with his clients, making it a priority to understand them and their families truly. His active listening skills enable him to grasp their values and priorities, fostering a bond of trust that underpins his client relationships.
UNIQUE FACTS:
• Long-Term Financial Services
• Top-Notch Client Service
• Online Appointments
• Face to Face Conversations.
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Working Hours:
Sat: By Appointment
Sun: Closed
TBR® Inspection Report:
ROB PAYNE - EDWARD JONES REVIEWS
I decided to invest with Rob because I wanted more financial freedom later in my life. I am very happy I decided to go with Rob because he is a very kind person, family oriented and very responsive, not to mention very good at his job. My account has been seeing a very nice rate of return and continues to climb. I highly recommend Rob as a financial advisor, not having him can be consequential to your future financial liberty.
I've had such a great experience working with Rob over the past few months. He is very responsive and always ensures to keep me in the loop on even the smallest details. I appreciate Rob's professional but friendly approach, and highly recommend him as a financial advisor to anyone who is looking!
Rob has been our Financial Advisor for 2+ years and me and my family could not be happier. Through his professionalism and availability he has guided us to make the best decisions with our money. We are always well informed of where we are financially and where we need to be. Thank you Rob!
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Geraldine Viado stands out as one of the foremost financial planners in Caledon, boasting an impressive track record with over 14 years of experience in the financial services industry. Her unwavering commitment lies in empowering you to establish the confidence necessary for your financial future's security. Her services extend to the Nobleton area, demonstrating her dedication to serving a broader clientele. Throughout her career, Geraldine has actively cultivated robust client relationships and played a pivotal role in guiding clients toward achieving their individual financial objectives. Her primary focus revolves around exploring forward-looking investment strategies and solutions. At TD Financial Planning, the commitment to fortifying your financial future with confidence remains paramount. Their Financial Planner adheres to an ongoing process designed to maintain an optimal asset mix that aligns with your financial goals.
UNIQUE FACTS:
• Online Appointments
• On-Site Services.
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TBR® Inspection Report:
GERALDINE VIADO - TD FINANCIAL PLANNER REVIEWS
They have been actively engaged in fostering strong client relationships and helping clients achieve their personal financial goals.
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