Jun Shin stands out as a prominent financial consultant within Edward Jones in North Vancouver. His journey with Edward Jones commenced in 2015, during which he began establishing a strong presence within the local community. Collaboratively, he devises tailored strategies to enhance your financial prospects, guiding you toward the attainment of your objectives. His expertise lies in furnishing specialized retirement planning income approaches as well as estate and legacy strategies. Jun Shin further offers the invaluable service of tracking your advancement, ensuring you remain aligned with your objectives or identifying the need for any necessary adjustments. He crafts personalized financial strategies that harmonize with your distinct goals and your comfort level with risk. Additionally, the convenience of booking online consultations is at your disposal.
UNIQUE FACTS:
• Online Appointments
• Face-Face Conversations
• Personalized Financial Strategy.
Best Financial Services in North Vancouver
Expert recommended Top 3 Financial Services in North Vancouver, British Columbia. 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.
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JUN SHIN - EDWARD JONES REVIEWS
Financial advisor Jun has been handling my families wealth and I cant stress enough the high quality service and advice that he provides. He is clearly an educator - he easily explains the current market and makes bonds, stocks, funds and all the financial lingo very easy to understand. He is always striving to grow our money and I truly appreciate all the regular check ins that he provides. I feel very well taken care of and happy to recommend his professional services to anyone in need of a financial advisor. Cant forget to mention that he does insurances as well!
I have been with Jun since 2016. I still tell him the story of, do you remember how I gave you just few hundred bucks a month? Who would have thought this was just a mere beginning of my so far so great, personal finance journey alongside my one and only Jun Shin who guided me the whole way! Jun is not only knowledgeable and smart, he is attentive and caring as well when he is advising. I have referred 10's of clients(friends) and they are more than satisfied! I hope those that read this review would give Jun a chance for a quick coffee session. He will impress you with his old school "binders" of information, and as he physically flips through those pages you'll be impressed ;).
Jun is a pleasure to work with. Very knowledgeable and responsive to my inquiries regarding the stock markets and my other investments. I refer all my Mortgage clients to Jun Shin's Edward Jones branch in North Vancouver. All of which are also are very impressed with him and feel comfortable moving over their RRSP's and trusting his advise as he provides them with a road map for their financial future and portfolio's growth. I will continue to work with Jun today and forever more.
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Annie Kvick, B.Ed, CFP assumes the role of a certified financial planner within Money Coaches Canada. Money Coaches Canada holds a prominent reputation as a distinguished financial planning establishment situated in North Vancouver, BC. They specializing in various domains including Financial Planning, Pre-Retirement Planning, and Retirement and Pension Planning. Her distinction lies in her ability to empower and educate her clients, guiding them towards optimizing their financial circumstances and achieving financial wellness. Annie Kvick crafts individualized financial and retirement strategies, enabling her clients to make the most of their financial resources and lead enriched lives. Money Coaches Canada enjoys nationwide recognition and trust as a reputable brand. Their team of advisors contributes a diverse range of qualifications, professional backgrounds, and approaches. Notably, Money Coaches Canada extends an invitation for a complimentary consultation to interested parties.
UNIQUE FACTS:
• Online Appointments
• On-Site Services
• Fee-For-Service Financial Advice.
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ANNIE KVICK, B.ED, CFP - MONEY COACHES CANADA REVIEWS
Managing my money and finances has always been daunting and overwhelming until I met Annie. Now, I have a solid plan and my financial future is much improved. Annie was great; I felt she understood my situation and created a clear and easy spending and savings plan for me to follow. Annie’s financial knowledge, advice and overall ability to coach me through this process were excellent. It’s really great to know there is a service like this out there. Before I was just aware of financial planners who are biased and I was never sure if they were working for my best interests or their own. Annie was looking out for what was best for me and I feel great knowing that I will be in a strong position with my future finances
My husband and I were looking for unbiased financial advice to help us save for retirement. We found that advice with Annie. She not only helped us reach our long term goals, but helped us with our short term goal of a home purchase. She was readily available by phone or email and was an absolute pleasure to work with. She provided us with a plan that gives us confidence we will be financial secure in our golden years. Thank you Annie
We have been uncomfortable, and unsure about so many aspects of our financial situation for a long time. Now, we have more control over our finances and can use good strategies to keep track of our money. We have a better handle on things as a couple and my wife and I are finally on the same page with respect to our financial situation and can make better decisions together. Annie has been a huge help
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Smart Investments is a family-owned financial consulting firm in North Vancouver, British Columbia. John Smart brought about the company's inception in 1997. Kelsey Smart followed in John Smart's "financial advisor" footsteps, beginning her financial career in 2008. John is now retired and delighted to see the company continuing to evolve with Kelsey at the helm. The firm is fortunate to retain John's involvement for a number of years to come. Their primary objective is to understand your priorities, enabling them to devise the most effective strategies for optimizing your hard-earned finances. The adept team at Smart Investments extends their expertise across three pivotal domains: retirement, investments, and insurance planning. Their commitment also lies in simplifying the complexities of the financial realm, thereby aiding clients in navigating through it more sensibly.
UNIQUE FACTS:
• Schedule a No-Obligation 20-Minute Intro Chat
• Online Appointments
• On-Site Services.
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Sat & Sun: Closed
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SMART INVESTMENTS REVIEWS
Kelsey Smart has been my financial advisor for over 5 years. During this time I have has professional advice and support that has helped me make good choices with my RRSP and other financial planning. While, in theory at least, I could manage my portfolio without help, I'm convinced that by working with Kelsey I have experienced a higher growth in my portfolio. I value the personal approach that Kelsey takes with her clients and feel that she has my best interests in mind when recommending different financial planning scenarios and approaches. I'm a satisfied customer.
Working with Kelsey Smart at Smart Investments has been a total game changer for me and my business. Kelsey and the team at Smart Investments have been there for me every step of the way. Be it to offer guidance, adjust my portfolio or educate me on products that will help me reach my goals. Kelsey always respond quickly, puts care into every email and call, and gives me a complete sense of trust, calm and encouragement! We all need our own panel of experts to help us navigate life and I am so grateful that Smart Investments is on mine.
Kelsey did two financial planning sessions for our church - one in person and one over zoom. They were very helpful around the tax credits available for charitable donations and other useful hints about legacy giving and the importance of having a financial plan. She is an excellent presenter - very relaxed and approachable and professional. We were very pleased.
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