Best Financial Services in Grande Prairie

I was referred to Mitch a few years ago. I'm glad I took the referral and since then I've had multiple meetings with him. He always takes the time to answer my questions and will ensure I know exactly what options are available for my personal situation. Mitch is a professional in his line of work, knowledgeable and cares about his clients. My family and I are at ease knowing he's in our corner for the future.

Mitch has been wonderful to work with. He always has our families best interests in mind. He’s professional, educated and respectful. He was patient and provided thorough answers to our questions. Having financial freedom is our goal, Mitch will help make that happen. Highly recommend him!

Mitch is excellent to deal with. His expertise allows him to creatively fine tune my small businesses benefits program to exactly suit our needs. He went over and above to ensure everything was as smooth as possible. Thank you for your effort Mitch!

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Friendly, knowledgeable, professional and efficient! You won't find a better group of people to look after your hard-earned money. We've been working with Plan-it for a number of years now for different types of investments, insurance and health care plans. They go above and beyond to make sure you're well taken care of! You'll watch your money grow and have peace of mind, knowing your advisor is personally invested in your well-being.

I would like to thank Myste and her staff for the care I was given when setting up my RRSP. They followed up on every process to ensure my requirements were meet and went beyond assisting with my retirement review. Highly recommend the services.

Janet takes her client's individual needs and concerns into account, so you get a customized plan just for you. I would highly recommend her

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Mike is such a great guy, he really knows what he’s talking about and has such a passion for it! He helps me and my family in so many ways and helped set us financially straight so we are on the path we want to be on for our future and for our retirement. He worked with my mom and “convinced” her to do things I’ve been trying to tell her to do for years! Now she is headed out of the hole and looking forward to financial freedom all because of mikes great and honest advice! And it was zero benefits to him he genuinely cares about people and they are well being and wants everyone to retire comfortably if not better!!

I've known Mike for 3+ years and I can tell you he is always in the know for the latest investment stocks with great buys. I have received some investing tips and in a lot of cases, Mike was dead on with the stock value rising based on his financial projections. If you are looking to invest money I would highly recommend a sit-down conversation with Mr. Hoehn, well worth your time!!!

Working with Mike Hoehn, you can't help but realize this man knows his stuff. He understands the market, its trends, and always is willing to give helpful information and guidance. I would recommend, and do, Mike Hoehn to anyone who wants to work towards and achieve financial freedom!

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