ATA Financial stands out as a premier financial services provider in Regina. Their core belief revolves around the desire of individuals to contribute to and engage with progressive and fruitful endeavours. The dedicated team at ATA Financial designs all-encompassing, personalized financial strategies aimed at facilitating the realization of these aspirations. Their area of expertise lies in furnishing specialized services such as estate and succession planning, group benefits, individual life and disability coverage, as well as group retirement solutions. Catering to a diverse clientele, including families, individuals, seniors, entrepreneurs, and professionals, ATA Financial meticulously tailors financial plans to align perfectly with the unique pursuit of paramount fiscal objectives. A distinctive aspect of their service is the provision of complimentary consultations to clients.
UNIQUE FACTS:
• On-Site Services
• Unique Approach
• Online Appointments.
3 Best Financial Services in Regina, SK
Expert recommended Top 3 Financial Services in Regina, Saskatchewan. 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.
ATA FINANCIAL REVIEWS
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.
Amrit is very knowledgeable, trustworthy and incrediblely professional. I was very impressed with how prompt he was to respond to my queries and requests. I would recommend Amrit to anyone looking for a financial planner.
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%
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Worby Wealth Management is a distinctive financial planning enterprise that crafts tailor-made financial strategies. The company is wholeheartedly committed to furnishing top-tier financial services to families, individuals, and entrepreneurs based in Regina, Saskatchewan. The dedicated Worby Wealth Management team formulates plans that are results-driven in nature. Regardless of market fluctuations, the team maintains a consistent and frequent engagement to evaluate the effectiveness of their approaches. Worby Wealth Management boasts a wealth of proficiency spanning Investments, Estate Planning, Retirement, Insurance, Tax Planning, and a myriad of other financial facets. Clients of Worby Wealth Management can rest assured that their array of financial planning concerns will be diligently addressed along the trajectory of their financial roadmap. The company offers insightful and deliberate counsel, guiding clients through translating advice into actionable steps. Employing their in-depth familiarity with investments and a clear comprehension of fund managers, Worby Wealth Management meticulously constructs personalized portfolios for each client.
UNIQUE FACTS:
• 22 Years of Experience
• Service to Individuals and Families
• On-Site Services
• Unique Approach
• Online Appointments.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WORBY WEALTH MANAGEMENT REVIEWS
Chris has been helping us manage our retirement savings since way back in 2005. He’s proven to be professional, trustworthy and ethical throughout, which has taken much of the stress out of financial planning. With help from Chris, we are currently transitioning into early retirement. By now he knows us pretty well, but he still takes time to understand what’s happening with us and our financial goals and he continues to provide recommendations that fit our changing needs. Chris is also very friendly, personable, and genuine. I can recommend Worby Wealth Management without any hesitation.
I've known Chris since he first started out. He has never wavered from his commitment to serving his clients with dignity, integrity respect. He shares his knowledge through regular one-on-one and email newsletter updates. He does triple A work with triple A staff!
Based on previous positive rating provided, we chose Worby Wealth Management and we are very pleased we did. Chris is very conscientious, open to sharing, honest, giving and seeking feedback. Reaches out semi annually but always available if needed.
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Wascana Financial Group operates as an all-encompassing financial planning establishment. Acknowledged as a prominent trailblazer, the firm delivers reliable financial solutions, an array of products, and expert guidance, all within a framework of professional relationships. At the helm of this enterprise is Ron, the founder and president. Wascana Financial Group offers an array of specialized services and products meticulously tailored to address the distinct requirements of individuals, businesses, and employee benefits. A comprehensive range of insurance offerings is at the disposal of clients, aimed at safeguarding both themselves and their loved ones. The firm is also the driving force behind "The Wealth Optimization Program," a transformative initiative that brings lucidity and concentration to the financial journey. Further underscoring its commitment to clients, Wascana Financial Group extends its offerings to encompass employee benefits, group insurance, and medical and dental coverage.
UNIQUE FACTS:
• Specialized Services
• On-Site Services
• Online Appointments.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
WASCANA FINANCIAL GROUP REVIEWS
Wascana Financial Group Inc., has provided excellent service to our group of companies benefit and investment plans since our inception. Ron and Shane have guided us thru the design, build, defining and maintaining of our benefit and pension packages with great care and detail. We consistently receive prompt, knowledgeable, first-rate service and always refer them as an exemplary trusted insurance provider.
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.
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