Here's The Rundown: Volpe Financial Solutions is one of the leading financial planners in Oakville, Canada. After successfully operating a financial services company since 2011, the father and son team Mike and Brett decided to establish Volpe Financial Solutions in Oakville, Ontario, in 2017. They identified an opportunity in the market to provide all clients with optimal insurance and investment advice. By opening an independent brokerage, they can offer a wide range of products and services without the constraints of a large corporation. This flexibility allows Volpe Financial Solutions to work with various vendors to create the best combination of products tailored to your specific needs. They assist you in navigating both financial and non-financial challenges that you and your family may encounter.
3 Best Financial Services in Oakville, ON
Expert recommended Top 3 Financial Services in Oakville, Ontario. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
TOP 3 VOLPE FINANCIAL SOLUTIONS REVIEWS
Tyler has been amazing to work with in optimizing our life insurance policy coverage. In fact, he reached out to us recently to advise us that he had discovered an improved plan with a lower premium compared to our initial policy purchased two years ago. Notably, this exemplifies Tyler’s continued commitment to provide the best customer service possible. Most importantly, Tyler’s enthusiasm and charisma pave the way for a wonderful working relationship! With sincere appreciation for all of Tyler’s efforts, Christine and Andrew.
Riaz at Volpe Financial Solutions has been incredibly helpful! He made starting my financial portfolio so easy for me, and truly took my needs into consideration when planning which route to take. He cares about ensuring that his clients financial needs are met, not just selling them a product. I trust him completely with my finances and would definitely recommend him to everyone.
Brett Volpe and Riaz Haniff from Volpe Financial Solutions have been incredible in helping me with our corporate estate and tax planning. Their expertise and teamwork resulted in a tailored plan that optimized our tax efficiency. They’ve guided me through the process with clarity and patience, making me feel confident every step of the way. I highly recommend Volpe Financial Solutions for top-tier financial guidance.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: Nour Private Wealth is an independent financial services company in Oakville, ON. Elie Nour is the firm's portfolio manager and insurance advisor. Nour Private Wealth recognizes that each client is unique, and their investment and wealth planning strategies must evolve accordingly. The team provides expertise across all aspects of wealth management, including portfolio construction, wealth planning, insurance, and private capital. Their mission is to address your financial security needs over the long term comprehensively. Their success in fostering enduring client relationships is built on shared values, a deep understanding of client goals, and a commitment to earning trust and confidence. Their clients include retiring investors and entrepreneurial business people seeking strong investment performance and exceptional service. They offer wealth management services to high-net-worth individuals, including entrepreneurs, professionals, family trusts, private charitable foundations, and estates. Additionally, they serve a select number of institutional clients.
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TOP 3 NOUR PRIVATE WEALTH REVIEWS
We have used five different financial Institutions (major banks) over the years and Nour Private Wealth is the by far the best I have found anywhere. Most companies sign you up and then turn your account over to assistants to manage. I do not know about you however this is not what I pay commissions for. We have been using Andrew Oproiu for over two years and he manages our entire family. His rates are very attractive and he is on top of your investments constantly. When we needed help with estate structuring for a parent and he did an excellent job that will save us thousands of dollars. When I have a problem I know I can call him and he would come to our house after 10:00 pm at night or on the weekend to look after what we need. What I enjoy is that he is “proactive” and listens to what we want. He also looks after our taxes and insurance needs. With Elie Nour and Andrew we sleep well knowing our finances are being well managed. We highly recommend the Nour Group. You get what you pay for.
Thoroughly enjoyed the event. Our table members were friendly and social. Found the speakers informative and knowledgeable. It helped to see the market as a change of seasons and the preparations required in advance of the change in season.
You shall expect the most trusted and reliable financial advice and customer experience provided by a very dedicated and professional team. WK
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here's The Rundown: The Campanella Group is a top-notch financial services company in Oakville, ON. Fabio Campanella and Lisamarie Campanella are the co-founders of the firm. At The Campanella Group, the team provides comprehensive tax and financial planning services tailored to the unique needs of high-income families and entrepreneurs. Their mission is to simplify the often complex world of wealth management by offering streamlined and integrated solutions for clients seeking clarity and efficiency in their financial affairs. Their client-focused approach emphasizes building lasting relationships and crafting personalized solutions that address each client's financial goals and challenges. Whether navigating tax strategies, developing investment plans, or planning for future generations, their team is committed to enhancing your financial well-being and success. They recognize the importance of an integrated approach to financial planning and strive to be the trusted financial quarterback their clients rely on.
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TOP 3 THE CAMPANELLA GROUP REVIEWS
Professional, responsive and effective team at Campanella Group. Each and every one of their employees from the top down is consistent and incredibly knowledgeable. We utilize their services for year end filing, investments and general tax advice related to our personal and business finances. Considering the amount of work they do they are reasonably priced when comparing them to other firms of their caliber. Fabio, Lisamarie and Ana are always there to educate and instruct us on the course of action that will best suite our needs. Without question the best firm I have dealt with in the industry. Fabio is my life line when I have a tax or investment question. I don't even bother searching Google for the answer, I email him directly. Highly recommended.
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.
My family has been using Fabio for investment and tax advice for over a decade and I can't express how happy we are to have him on our team. His knowledge of the markets are second to none and he has a great ability to keep you informed and in-check. In addition to market knowledge he has a deep knowledge of tax and real estate investments to round out his advice. We always feel that we are getting the best possible service when dealing with him. Great work and highly recommended.
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 ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.