3 Best Financial Services in Orangeville, ON

Since working with Terry Sullivan and Trevor Pugh they have met and surpassed my expectations of working with financial advisors. They take the time to really know their clients which gives me every confidence that not just my financial goals are well understood but also my comfort level. They regularly provide updates and have always been available to answer any questions or to explain options within my portfolio. Transitioning into retirement has been much easier thanks to Terry and Trevor’s guidance.

We have known Terry and Trevor for a couple years now and during this time we have been very impressed with their competence not only with their wise and skillful placement of our money but also their very professional organization. They regularly get in touch with us and also visit us several times a year to review our situation and to make suggestions on any improvements they think they can make. They have a proactive approach to their work and, after each visit, they later follow up and forward a very detailed report explaining the current situation. We have been more than pleased with Terry and Trevor’s individual service and would highly recommend them.

Terry Sullivan and Trevor Pugh have been our financial advisors for the past two and a half years. They have always offered sound financial advice based on our investment objectives as well as our personal needs. They keep in regular contact with us and provide us with ongoing financial advice as our needs and markets change. They take the time needed to fully explain our options and to guide us in an appropriate direction. We feel as though they truly care about our family, our finances, and our future.

I was referred to Mitch 3 years ago, wish I knew about him a long time ago! Best decision I made was moving my money over to him as my returns each year have been positive! Very professional and well spoken individual. Not that it matters but his suit selection is on point as well! My wife and I are very happy with the path Mitch has set up for our daughters education plans and even our retirement. Mitch always reaches out to make sure we are doing well and even send a little gift every year on your birthday! Very satisfied with Mitch and everyone at the Orangeville Edwards Jones location. Highly recommend.

Mitchell is an exceptional advisor with an expert level understanding of investing. Whether it's with helping families plan and invest for their children's education or helping business professionals such as myself with optimizing my capital so that I may attain my financial hopes and dreams, Mitch is able to tailor his expertise to meet the goals of his clients. Definitely recommend to anyone looking to take their investing to the next level and have someone help them navigate through the often complex process of investing for your future.