Here's The Rundown: Christopher Simpson, CIM, is a well-known financial consultant in Whitby, Canada. In 2011, he followed his passion for helping business owners, professionals, and families directly as a financial advisor. In 2019, he was nominated for the Investment Industry Association of Canada's Top 40 Under 40 award. As a senior investment advisor, he works with business owners, professionals, and retirees to help them achieve their financial goals. Specializing in retirement transitions, generating tax-efficient income, and providing guidance on structuring your estate in the best possible way, he is dedicated to managing every aspect of his client's financial situation. Christopher and his team pride themselves on offering sound, honest financial advice based on education, knowledge, and experience. Whatever your stage in life, they can help you feel financially assured with various financial products and services to meet your specific needs.
3 Best Financial Services in Whitby, ON
Expert recommended Top 3 Financial Services in Whitby, 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 CHRISTOPHER SIMPSON, CIM REVIEWS
It has been 6 years since Chris was introduced to us as our new financial planner. From that moment on it was very evident that Chris possessed passion, knowledge and was genuinely interested in achieving the best for us His calm demeanour has been very reassuring over the years and he always takes the time to make the complicated world of investing clear and understandable. His professionalism and integrity has been particularly reassuring to us as we always feel confident in what Chris recommends. Not only are we fortunate to have Chris look after our portfolio but Chris has also been nominated for the Investment Industry Association of Canada's top 40 under 40 award. "This award recognizes and celebrates the new generation of highly motivated and talented young professionals whose drive, dedication, personal and professional qualities and accomplishments have brought distinction to the investment/financial industry". --a well deserved accomplishment! We are so blessed to have Chris and his team working for us and I happily recommend his services whenever possible.
Looking for an advisor? I would highly recommend Chris. Been with him for a few years and have seen the value of my portfolio steadily increase in spite of all that has been happening in the world. His approach really works. In addition his professionalism and overall level of responsiveness and customer service has been great. Very easy to speak to and in a language that is easy to understand. Again, highly recommended.
Christopher and his team consistently provide fantastic customer service and detailed information to help us make smart financial decisions. Christopher's knowledge, experience and approach is refreshing and the management of our portfolio proves he's one of the best in the industry.
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.
Here's The Rundown: Chris Bibeau has had a successful tenure at Edward Jones in Whitby, Canada. As a former police officer, he used to run towards danger when others ran away. As a financial advisor, he is prepared to do the same for his clients. When there is market turmoil or downturns, he is not afraid to face them head-on and do what's best for you. His clients are business owners, professionals, and families, and Chris partners with them to achieve their financial goals. Chris and his team work together to develop personalized strategies to prepare for retirement, increase income in retirement, and assess risk, pension, tax, and estate needs. Listening closely to their clients and paying attention to the details is key to helping them reach their financial goals. To discuss how they can help you achieve your life goals with tailored solutions, visit their office or call them.
Specialty:
Contact:
Working Hours:
Fri: 9am - 4pm
Sat: By Appointment Only
Sun: Closed
TBR® Inspection Report:
TOP 3 EDWARD JONES - CHRIS BIBEAU, DFSA™ REVIEWS
Chirs is incredibly knowledgably, personable and extremely helpful with it comes to investing. He makes you feel comfortable and provides the best level of understanding in the investing world. He is passionate about the job and more about his clients and treats us all with respect. He provides that perfect level of understanding and high level of attention needed for this role and to make clients feel at ease. Not to mention his personality makes the conversation enjoyable when you have to get through numbers.
My wife and I have been working with Chris for a few years now. He has been exceptional to work with. Our investments have performed very well. He always takes the time to talk with us and clearly explain everything he does on our behalf. I have recommended him to a number of people and they have told me how happy they are as well. I can wholeheartedly recommend Chris.
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.
![Geraci Financial Group Geraci Financial Group](https://threebestrated.ca/images/GeraciFinancialGroup-Whitby-ON.jpeg)
Here's The Rundown: Geraci Financial Group is one of the leading financial planners in Whitby, Canada. Tony Geraci is the founder and financial advisor of the group. He is an active and proud member of Advocis, the association for financial advisors. He is proud of his strong dedication to his clients. Tony has developed an in-depth familiarity with the industry's major carriers and their products. He has been in the financial services industry for over 30 years and has been operating his practice for nearly twenty-five years. Tony Geraci is proud of his strong commitment to his clients and considers this commitment to have played a big role in the industry distinctions and achievement awards he has earned over the years.
Specialty:
Contact:
Working Hours:
TBR® Inspection Report:
TOP 3 GERACI FINANCIAL GROUP REVIEWS
I Highly Recommend Geraci Financial Group for all your financial planning needs. I have been a client of April Simpkiss for many years and she makes sure to always stay up to date with all kinds of different policies to always make sure i have the best deal as well as the most coverage while making sure it remains affordable
Tony and his team offer excellent service and are very professional. It has been my pleasure to deal with them.
Tony is a great guy! Makes you feel at ease and guides your best interests.
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.