Here's The Rundown: Brandon Kirk & Shane Sienaert. Assante Wealth Management is one of the leading financial planners in Prince George, Canada. They appreciate that you have worked hard to attain wealth and understand your desire to do good, invest wisely, and pass on your wealth and values to future generations. They will help you define and prioritize your goals and build a comprehensive wealth plan to achieve them. Then, they will support you throughout your life to help you navigate any challenges. With 26 years of experience and access to professional resources such as analysts and lawyers, their advisors are well-equipped to make informed financial decisions about your wealth management, from retirement to estate planning.
3 Best Financial Services in Prince George, BC
Expert recommended Top 3 Financial Services in Prince George, British Columbia. 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 BRANDON KIRK & SHANE SIENAERT -ASSANTE WEALTH MANAGEMENT REVIEWS
I met Brandon a few years back at a networking event. I’ve had the pleasure of working with him to achieve/create my financial goals. As a young guy myself as quite pressed with 1. How knowledgable he was 2. How eager he was to help me, but also my business out. I remember even brought a list of potential clients that I should get in contact our first meeting. Talk about above and beyond! It sure is nice to have an all in one solution when it comes to this side of financial planning, as he really does it all! Thanks for everything you do Brandon and team.
I had an excellent experience working with Brandon. I highly value his insights and recommend his service to anyone looking for great advice and support on personal finances. He is also a very friendly and valued member of our community. His expertise as a financial planner is superb.
My experience with Brandon was one of a kind. He’s a great guy, with a passion to serve the people he works with. He was very educational and understanding of my situation, and he made me leaving our conservation knowing there’s a solution to every problem. 100% would recommend to anyone looking to build that financial relationship and have a smile on there face by the end of it.
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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.
![MDN Trinity Financial Services Inc MDN Trinity Financial Services Inc](https://threebestrated.ca/images/MDNTrinityFinancialServicesInc-PrinceGeorge-BC.jpeg)
Here's The Rundown: MDN Trinity Financial Services Inc. is a top-notch financial planner in Prince George, Canada. When working with them, you can rest assured that you're in capable hands. They are dedicated to meeting your needs and helping you build a personalized, holistic solution for lifetime health and financial well-being. Whether you're just starting, approaching retirement, or somewhere in between, a strong financial roadmap can help you achieve your short and long-term goals. They discuss and implement wealth management and insurance strategies for corporate and personal clients. Additionally, they collaborate with industry partners and educators to promote ongoing education in the financial services industry, providing the knowledge and support necessary to ensure clients receive the best experience.
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Sat & Sun: Closed
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TOP 3 MDN TRINITY FINANCIAL SERVICES INC REVIEWS
David Mothus is awesome! If you want a financial advisor who truly listens to your needs and cares about you as a person, not just as a client, then you really can't go wrong with Dave. I've got all my investments and my life/disability insurance through him. I had used other companies in the past, but Dave is the only one I feel I can completely trust to do what's best for me based on my personal circumstances. I always recommend him whenever I get the chance. Thanks so much, Dave.
Matt is incredible! He helped me get into my first mortgage, and continues to help me with my financial goals, big and small. He gives sound advice, explains everything well, and listens to me with kindness. I would 100% recommend Matthew and Trinity Financial to everybody.
Matthew is top notch! We have worked with him for over 10 years and it has been nothing but positive. He genuinely listens to what our insurance needs and financial goals are and consistently helps us navigate to make the best investments. You can tell his clients are important to him. He makes himself available to them.
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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.
![Bob Hlina - Edward Jones Bob Hlina - Edward Jones](https://threebestrated.ca/images/BobHlinaEdwardJones-PrinceGeorge-BC.jpeg)
Here's The Rundown: Bob Hlina is a well-known financial consultant in Prince George, Canada. He and his team begin their collaborative journey by delving into the details of your vision, aspirations, and dreams. They take the time to understand the opportunities you're pursuing, your challenges, and the dynamics of your family and business. This thorough approach allows them to create personalized financial strategies tailored to your unique situation. They aim to ensure you feel confident and informed as you navigate your financial path. By deeply understanding your needs, Bob and his team can offer clear, effective guidance to help you achieve your financial goals and secure your future.
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Fri: 8am - 3pm
Sat: By Appointment Only
Sun: Closed
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TOP 3 BOB HLINA - EDWARD JONES REVIEWS
Bob is so great to work with - has tons of experience and calm professionalism - just the right combo for reassuring clients.
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.