Relevant Life Financial Group, based in North Bay, is a highly regarded financial planning firm. Their team possesses a wealth of experience and unwavering integrity, making them invaluable guides throughout every phase of their clients' lives. They specialize in delivering top-notch, cost-effective financial strategies, enabling clients to realize their financial aspirations. Their approach involves gaining deep personal insight into their clients' lives and the role of money within them. The firm's expertise in financial planning and investment management, coupled with their wisdom, transforms them into dedicated coaches who aid in achieving personal objectives and attaining financial peace of mind. They are eager to initiate a dialogue with you, get to know you better, and aid in the development of a customized strategy for accomplishing your goals. Their mission is to foster an environment where an expanding team of advisors can effectively serve a growing client base through comprehensive financial planning.
UNIQUE FACTS:
• Top-Quality Cost-Effective Financial Strategies
• Comprehensive Financial Planning
• Online Consultation.
3 Best Financial Services in North Bay, ON
Expert recommended Top 3 Financial Services in North Bay, 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.
RELEVANT LIFE FINANCIAL GROUP REVIEWS
They believe that because Life happens, their firm will provide top-quality cost-effective financial strategies that are designed to help our clients realize their financial goals
Karin was very nice to deal with, reach out and Karin will get you going with all your needs.
Brandon is great to work with. Helped make things clear and provided great advice.
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David Schmidt is a renowned financial planning team at Ig Wealth Management in North Bay. He excels in establishing precise planning objectives, identifying gaps, uncovering opportunities, and crafting an all-encompassing financial plan that harmonizes every facet of your financial journey. Their mission is to enhance your financial well-being, empowering you to make informed decisions that pave the way for a future brimming with limitless possibilities. They eagerly schedule meetings to delve into your immediate aspirations and long-term objectives. Supported by a cadre of experts specializing in investment, retirement, taxation, life planning, and more, they are dedicated to ensuring you are well-positioned to achieve your life's aspirations.
UNIQUE FACTS:
• Online Consultation
• On-Site Services.
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DAVID SCHMIDT - IG WEALTH MANAGEMENT REVIEWS
I was very apprehensive about leaving my big bank in favor of the "shady" vacuum salesman type as I used to call it....but David took the time to gain my trust with his understanding of how it all works. I was very happy to become a client of Davids and he is always pleasant to deal with. I now look forward to having an intelligent conversation with the person I trust my money with...it was a very wise choice for me and I would encourage others to trust David's knowledge to get them to their retirement goals. - JR.D
These two are amazing, I recommend them to anyone! They sit down with you, breakdown your finances, listen to what you want your future to look like and come up with a way to do it! I’ve never felt so financially stable in my life and I’ve made far more money in the past just didn’t know what to do with it! Great guys.
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Thomson Financial Partners stands out as a distinguished financial firm based in North Bay. In addition to their stellar reputation, they maintain a Client Advisory Council composed of individuals like yourself. This council convenes regularly to offer candid and forthright feedback on the firm's processes, plans, areas for improvement, and achievements. The advisors at Thomson Financial Partners are deeply committed to addressing your core needs. They firmly believe that cultivating the right mindset is crucial for your success in investments. Adopting a collaborative team approach, they are dedicated to providing you with the highest quality service. One noteworthy aspect is that they typically receive compensation directly from you for their financial advice, ensuring that their primary focus remains firmly aligned with your best interests.
UNIQUE FACTS:
• Certified Professionals
• Online Appointment
• On-Site Services.
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Sat & Sun: Closed
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THOMSON FINANCIAL PARTNERS - ASSANTE WEALTH MANAGEMENT REVIEWS
Some years earlier as part of a business venture, we were coaxed away from Thomson Financial Partners and soon became disillusioned with the new advice, service and the security of our investments. We were welcomed back to the friendly, efficient and professional atmosphere where we are again treated as their number one priority.
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