Martin Christopher Investments (MCI) is an independent financial advisory firm serving primarily Waterloo Region and the surrounding areas of Southwestern Ontario. They are a team of friendly and enthusiastic wealth management professionals who have made it their life’s work to know the right answers to your financial questions. They provide personalized financial and estate planning solutions to individuals, families and small businesses in an atmosphere of trust, transparency and collaboration. They believe that financial success requires teamwork and collaboration. That’s why they integrate their own experience with that of their strategic partners in complimentary businesses such as accounting, taxation, legal, real estate, mortgages and lending. This approach means they can pull all the pieces of your financial life together and cover every contingency for you. Whatever your stage in life, whatever you’re working toward, they’ll find the right financial solutions for you.
UNIQUE FACTS:
• Online Appointments
• On-Site Services
• Deep Client Discovery
• Regular Status Reports
• Proactive Problem Resolutions
• Consistent Communication.
3 Best Financial Services in Kitchener, ON
Expert recommended Top 3 Financial Services in Kitchener, 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.
MARTIN CHRISTOPHER INVESTMENTS REVIEWS
Worked with Mason for a number of years now. He has been very accommodating and helped me push my finances further. We've done house calls, virtual appointments and office visits as well. It's been a seamless experience. Very glad to work with someone who has their CFP and a good grasp on economics. Planning to work with him for the foreseeable future. 5 stars.
Mason is a very patient, respectful and very knowledgeable Financial Planner. He takes the time to ensure you really understand the ins and outs of your investment plan and strategies. It is a pleasure to work with him as well as send clients his way in need of properly educated financial planning. Reach out to Mason for all your investment planning needs today!
Mason has been a fantastic financial planner! I've been working with him for a few years now to increase my financial situation & he has been a great teacher. Very responsive, honest and to the point. Great sense of humor & all around genuine guy. Would definitely recommend.
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Liana Carvalho, a Financial Planner affiliated with Sun Life and holding the position of President at Lucerna Financial Services Inc., boasts an extensive career spanning over 15 years in the financial sector. Leveraging her vast experience, Liana Carvalho introduces a multifaceted approach to financial planning that establishes a robust foundation, equipping clients to navigate unforeseeable circumstances, prioritize objectives, and amass assets effectively. Her offerings encompass a diverse spectrum, including an array of investment options, life insurance, health coverage, disability protection, critical illness insurance, and long-term care insurance services, catering comprehensively to her clients. Fluent in both English and Portuguese, Liana Carvalho engages in a close partnership with you, delving deep to comprehend your specific circumstances and aspirations. Through this collaborative approach, she crafts tailored strategies that align precisely with your unique goals.
UNIQUE FACTS:
• Online Appointments
• On-Site Services
• Certified Professionals.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
LIANA CARVALHO - SUN LIFE FINANCIAL REVIEWS
Liana is a true professional by definition of the word. She takes the time to explain and make sure you understand everything. Not only am I using her services myself, but I also send my clients to her as well. Being a real estate professional, I know I can trust Liana with my clients and be very confident that they will be looked after. Liana continues to go above and beyond expectations. Before I began my real estate career, I didn't really know where to start from a financial planning perspective. After sitting down with her over the course of about 2 meetings, we were able to put together a financial plan so I could focus on real estate full time. I very highly recommend Liana for any and all of your financial planning needs.
Liana is the best financial advisor I have ever worked with. She is very knowledgeable and truly cares about you as a client and as an individual. She really looks after your best interest and puts your needs into prospective. Her advice and guidance was truly appreciated. I have recommended Liana to all my family members, and they were impress with Liana.
Liana is by far, the best Financial Advisor around! She is friendly, extremely knowledgeable on all Financial topics and always goes above and beyond to help her clients. She takes the time to explain things in a way that makes sense and is very patient. We trust her 110% with our finances and couldn’t be happier with her service and expertise. VERY highly recommend Liana Carvahlo to anyone in need of Financial services. She’s truly one of a kind! Thank you so much Liana!
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Ahmet Jakupi Financial Solutions (AJFS) emerges as a premier integrated private wealth management establishment situated in Kitchener. Spearheading this operation is Ahmet Jakupi, the chief strategist of the firm. Collaborating with his adept team, Ahmet Jakupi orchestrates comprehensive, integrated private financial advisory services. His linguistic proficiency extends to Albanian, Croatian, and English, facilitating effective communication. They specialize in offering astute and attentive financial support to businesses and high-net-worth families. The firm extends its portfolio to encompass insurance services and tax preparation. Through the application of reasonable and intellectually robust strategies, they craft bespoke financial solutions tailored to individual needs. Ahmet Jakupi Financial Solutions maintains an unwavering commitment to furnishing clients with exceptionally qualified financial services, cementing their dedication to delivering excellence.
UNIQUE FACTS:
• Over 14 Years of Experience
• Online Appointments
• On-Site Services
• High Quality Ideas.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
AHMET JAKUPI FINANCIAL SOLUTIONS INC REVIEWS
My wife and I have been clients of Ahmet Jakupi for approximately eighteen years and found that he has the highest degree of integrity, and his work ethics are impeccable. Ahmet's knowledge and understanding of the financial world as well as global affairs is outstanding. We have given Ahmet our ultimate trust as he has done very well for us financially. We both feel very fortunate to have a man of this stature looking after our financial affairs.
Ahmet is that person! Ahmet is the only financial advisor who has earned our respect and confidence. We understand Ahmet's principles and the results prove that he is working for us. Ahmet's philosophy, experience and ethics have given us confidence that his first priority is his clients and their principal. We also have a strong sense of security about our retirement income and we appreciate the reasonable and sustainable growth in our equity.
Ahmet is a volunteer in the Albanian Community, He assists our people in integrating and learning about our laws and regulations in Canada with his knowledge and patience. Highly recommended.
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