3 Best Financial Services in Regina, SK

I’ve known Amrit for years and have trusted him with my personal and corporate investment portfolio. I have nothing but good things to say. We sit down every month or two, for a catch up and he shows a genuine interest in my businesses, while providing me updates on the progress of my investments. Amrit keeps everything very simple and straightforward, but has always been able to answer any specific questions I’ve had. He’s connected me to some fantastic financial and legal resources within the community, and his support team is very punctual, friendly and easy to work with. I can always rely on him to give me the best advice. I 100% recommend Amrit.

I have worked with Adam, Tyler and Amrit in helping them build a firm that truly reflects their personal values and the values of the communities they support. In every discussion, their passion for helping clients achieve their goal of protecting their families exceptionally well was paramount. I recommend ATA Financial to anyone who is values-and-performance driven, and expect their financial advisory firm to be the same way.

Amrit is very professional, he knows his stuff, he cares, he listens, he is not pushy. My wife and I highly recommend him! He made us feel very comfortable, very informed, and with the proper amount of time to make the decisions we needed to make. We Trust Amrit 100%.

We met Shane thru the recommendation of one of our best friends. He is as advertised! He has a great work ethic, knowledgeable, and very professional. He will not overwhelm you with loads of information on your first meeting, instead, he will patiently show you how stuff works step by step until you have an idea on how everything works even though it will take few more set of meetings. He will make sure that you are well informed and happy before you decide to entrust him with your hard-earned money! We know that he cares for his clients because of the way he took care of us this past few months! My wife and I are very happy that we decided to work with Shane because we know that we are in great hands! Thank you Shane! Keep up the excellent work.

I met Shane 8 years ago through work, he was our group insurance adviser. I had just left another company that had an investment plan and the new company did not have one. I talked to him about my other investment plan and he got right on it to get my new company enrolled into the same plan. I was so impressed with his work ethic that my husband and I switched all our investments into his capable hands. He has been nothing but amazing with our investments. I have and will continue to recommend him to people looking for an investment advisor. Thank you Shane for all hour hard work.

Shane has been excellent in supporting Monique and I for Insurance and Investment advice. We enjoy regular visits with updates on our portfolio and continuous investment advice. I strongly recommend Shane to friends and family to support financial growth and security planning.