Here's The Deal:
MDL Financial Group is one of the leading financial planners in Ottawa, Canada. The team offers a sound, long-term financial plan to grow your assets to their fullest potential. They will integrate your tax optimization needs, insurance requirements, and estate into a comprehensive financial plan. At MDL Financial Group, their goal has always been for their clients to save money for their retirement, be protected in the event of a disability, and when the day comes that they are no longer with us, to take care of their loved ones through life insurance. They explore if their services fit your needs, then explain and document the services to be provided and define the key roles and responsibilities in the engagement. They will ask about your financial situation and personal and business goals and assess your tolerance to risk. The team then gathers all necessary documents and financial information at this stage before giving you any sound advice. MDL Financial Group also serves Casselman and Embrun. They have 27 years of experience and offer online appointments.
3 Best Financial Services in Edmonton, AB
Expert recommended Top 3 Financial Services in Edmonton, Alberta. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price to the general excellence. You deserve only the best!
TOP 3 MCGUIRE FINANCIAL GROUP REVIEWS
Samantha and I are so blessed to be working with this team of professionals. From the first meeting, to years of ongoing reviews, Glen and his team have been there for us to answer all of our questions. Attending on of McGuire's bootcamps, and just recently a webinar, they are topnotch. Highly recommend McGuire, Glen and his team.
Just completed my first bootcamp and am almost through reading the book. All I can saw is WOW...wish I knew this year's ago. Glen was a great presenter and all the examples were easy to follow along in the notebook. Would definitely recommend the bootcamp to others. Great job! Looking forward to my follow up call to see how I can implement this in my life.
The best short presentation that I have seen on keeping more money in MY POCKET! I’ve been in the industry for 10+ years and loved how simple and easy it was to understand. 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.
BLACKBURN DAVIS FINANCIAL INC.
Since 2001
Here's The Deal:
Blackburn Davis Financial Inc. is one of the leading financial planners in Edmonton, Canada. John Davis is the partner and certified financial planner of the firm. He is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Chartered Investment Manager (CIM®), and member of the Society of Trust and Estate Practitioners (TEP) with over 30 years of experience in the financial planning field. Before helping found Blackburn Davis Financial Inc. in 2001, he was a marketing consultant with a major life, disability, and group insurance brokerage company. The Blackburn Davis Financial Inc. team focuses on wealth management and retirement planning but also advises on risk management and estate planning. Their unique business model involves referring clients to discretionary portfolio managers as their primary investment solution. The team offers in-person and video appointments to their clients. They are based in Edmonton, AB, but serve clients across Western Canada.
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Sat & Sun: Closed
TBR® Inspection Report:
TOP 3 BLACKBURN DAVIS FINANCIAL INC. REVIEWS
We have dealt with Blackburn Davis Financial for almost 13 years and have been very happy. John and Stephen who we have worked closely with, listen to their clients, access their needs for the future and provide recommendations based on sound investment principals. They provide you with a plan that answers the question, "will I have enough when I retire?' As the world changes, and you have the highs and lows in the markets, the financial managers Blackburn Davis Financial deals with have a sound investment strategy and work hard at ensuring that your investments continue to due better than the status quo. They are always available to answer all your questions and work hard at keeping you not only informed, but also to ensure that as things change in your life they continue to review and update your plan so that you can retire stress free.
We became clients of Blackburn Davis Financial several years ago and have entrusted our retirement portfolio to John Davis. Since that time, our adult children have also become clients. We have always found John and his staff to be very honest and dedicated professionals. Throughout the years he has been helpful in explaining financial matters in terms that make it easy to understand. Not only does John send frequent financial updates to us, but we also meet with him on a regular basis. Whenever we have a financial question he or one of his staff are quick to respond. We would have no hesitation in recommending Blackburn Davis Financial.
My experience with the Team of Blackburn Davis Financial dates back 27 years… beginning with Cecil Blackburn, then John Davis and for the past 15 years or so, Stephen MacDonald. Throughout this time, each member of your team, have consistently been there for me… by offering the utmost in professional yet caring, skilled yet guided, comprehensive service. With our combined practiced patience ( Stephen’s words), I have developed trust in all those involved in nurturing my nest egg, as they would their loved one’s. Moving forward in my senior years, I remain confident and grateful for Stephen and his Team’s ability to continue nurturing my retirement nest egg. Thank You All! Barb F.
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.
FDG FINANCIAL DESTINATION GROUP
Since 2002
Here's The Deal:
FDG Financial Destination Group is an independent financial consultant in Edmonton, Canada. Marie Prefontaine is the partner and advisor of the firm. She is a Certified Financial Planner with over 30 years of experience in the financial services industry. She works closely with clients who care about their financial future and assists them in developing and implementing their own unique financial plans. Her focus is to provide financial planning services, strategies, and products to her clients so they can achieve their goals. She views every client as unique and approaches the financial planning process according to her client's needs and comfort levels. The team's goal at FDG Financial Destination Group is to help you make informed decisions about the products in your portfolio. From securing a comfortable retirement, saving for a home, and financing a child's education to protecting your family in the event of death, disability, or critical illness, they have access to a comprehensive portfolio of financial security planning products and services to help you address your financial security planning needs. They also have access to products specifically designed to meet the unique needs of small and large businesses.
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Sat & Sun: 10am - 6pm
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TOP 3 FDG FINANCIAL DESTINATION GROUP REVIEWS
Thank you So much for working with us this year. We have the best rep Margaret, she did an amazing job helping us with our benefits package! Thank you.
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.