Volpe Financial Solutions emerges as a family-owned brokerage establishment nestled in Oakville. Their dedicated focus revolves around the meticulous pursuit of an optimal insurance and investment framework tailored to harmonize with your distinct personal or corporate requisites. Playing a pivotal role within this venture, Michael G. Volpe assumes the mantle of co-owner and Chief Operating Officer. Specializing predominantly in the realm of financial services, Volpe Financial Solutions sets forth with an unwavering resolve to deliver a level of service that transcends your anticipations. Whether your objectives encompass retirement planning, income generation, or a stance somewhere in between, rest assured there exists a finely crafted solution specifically designed to cater to your unique circumstances. A cornerstone of their approach lies in enabling you to adeptly navigate both financial and non-financial facets that may arise for you and your family. Volpe Financial Solutions takes an innovative stride by incorporating a retirement potential calculator tool on their website, further exemplifying their commitment to facilitating your informed financial decisions.
UNIQUE FACTS:
• Online Appointments
• Book a Free Consultation
• On-Site Services.
3 Best Financial Services in Oakville, ON
Expert recommended Top 3 Financial Services in Oakville, 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.
VOLPE FINANCIAL SOLUTIONS REVIEWS
Dealing with Volpe Financial Solutions has been nothing short of fantastic. Approaching my retirement, Brett made significant and beneficial changes to our portfolio that allowed us to look forward to a more comfortable future, even in these uncertain times. Being very unfamiliar with financial strategies and markets, it was a pleasure to deal with someone who was quickly able to offer solutions, make recommendations, put a plan in place and make it happen. I only wish we had pursued Volpe Financial Solutions sooner.
I have nothing but positive things to say about Gavin and the team at Volpe Financial Solutions. Gavin came recommended from a close friend and I'm so happy I got in contact with him. He made getting life insurance fun and easy (crazy, i know). From his vast knowledge, to his ability to break things down into simple and understandable terms, and even the fun banter in between, Gavin made the entire process enjoyable. I am looking forward to working with Gavin and the team in the future and will recommend them any chance I get.
Gavin helped me start my financial portfolio, making an easy seamless transition. Not only did he invest my money, he educated me on the plan he implemented to help me understand how my money would be invested. I appreciated the learning process and am confident in having my money with Volpe Financial Solutions.
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.
Nour Private Wealth Inc. stands out prominently as a frontrunner in the realm of financial services within Oakville. Spearheading this dynamic enterprise is Elie Nour, who assumes the dual roles of founder and Chief Executive Officer. Elie, along with his dedicated team members, brings to the table an encompassing proficiency spanning the entire spectrum of wealth management. At the core of Nour Private Wealth Inc.'s mission is a specialized focus on catering to the discerning requirements of an ever-growing segment of high-net-worth families. Their client base is composed of retiring or retired investors and enterprising entrepreneurs, all of whom hold high expectations for robust investment performance and an exceptional standard of service. Nour Private Wealth Inc. is adeptly equipped to extend comprehensive wealth management services to high-net-worth investors, including but not limited to entrepreneurs, professionals, family trusts, private charitable foundations, and estates. Notably, their service footprint spans beyond Oakville, encompassing Montreal, Toronto, and Pointe-Claire, signifying their dedication to serving a broader demographic.
UNIQUE FACTS:
• Online Appointments
• An Integrated Approach
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
NOUR PRIVATE WEALTH INC. REVIEWS
Positive experience with Nour Private Wealth. Very knowledgeable. I got explained my financial plan in detail. I felt being in good and safe hands. Elie Nour merits his 5 stars entirely. Team is great; very professional and friendly. I got greeted by a lovely receptionist which offered me a delicious cappuccino.
No doubt I wasn't too sure if I needed another financial opinion. However I went and meet with Nour Private Wealth team and don't regret it. Great input and amazing service and financial knowledge. I have referred Mr Nour to my friends and family as well. Thank you for being persistent Nour Private Wealth.
The team here is beyond professional, knowledgeable and prompt. I wouldn’t trust my money with anyone else. Highly recommend.
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 Campanella Group can be attributed to Fabio Campanella CPA, CA, CFP, CIM, and Lisamarie Franzone CPA. This establishment is primed to deliver an array of services encompassing financial planning and filing for both businesses and their respective families, along with investment and estate planning. As a comprehensive tax and financial planning entity, The Campanella Group caters specifically to high-income earning families and entrepreneurs who seek a seamless integration of financial services. This firm embodies a novel paradigm in the domain of tax, estate, and financial planning tailored for entrepreneurs and affluent families. The Campanella Group presents an innovative approach by effectively amalgamating the strengths of a full-service accounting and financial planning entity under a single roof. Notably, the partners of The Campanella Group have collectively amassed substantial experience in the tax and financial planning realms since 2002. They have been instrumental in assisting a multitude of clients across various sectors in meticulously strategizing their tax, estate, and financial affairs.
UNIQUE FACTS:
• Online Appointments
• 30-Minute, Online Consultation
• On-Site Services.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
THE CAMPANELLA GROUP REVIEWS
Fabio has been a dependable, responsible and knowledgeable financial planner for my retirement portfolio for many years now . He keeps abreast with the market trend and fund managers' performances and organized regular review with me for appropriate investment strategy as well as any adjustments to be made. His conservative view for retirement savings is a good balance for my more aggressive approach. I trust him to guide me for the growth of my portfolio to meet my financial needs. I highly recommend him and his team to anyone looking for a dependable Financial Planner.
Fabio has been giving me tax and investment advice since 2002 and I would never go anywhere else! I put 100% faith in Fab and his team and they have never let me down. I always refer him to my friends and family and will continue to do so. 100% 5-stars!
When I was dealing with my parent's estates, the tax situation quickly became overly complex. I turned to Fabio and his team and they took the stress off my shoulders. I really recommend Fabio and The Campanella Group for any tax and estate planning matters. They are efficient and knowledgeable with top notch service.
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.