3 Best Financial Services in Red Deer, AB

Hi,I had the delightful pleasure of meeting with Serena and I knew immediately that I wanted to become a client of hers. From the first email to introduce myself to the face to face meeting I was so relaxed and knew that I made the right decision. Serena is extremely friendly and courteous and answered all of my questions and doubts. Her knowledge of what she felt was in my best interest blew me away. She is fantastic at her position and I would recommend her to anyone that is looking for guidance. I came away from my appointment actually smiling and knowing that I was and will be taken care of to the utmost degree. Thank you.

Serena is a wonderful person to deal with. Both in business and as a human. On top of her busy work schedule she finds time to support animal rescue. Both with donations and volunteering. Truly a great person. Highly recommend her to anyone.

It’s very nice to meet Serena today. She is amazing and make me feel comfortable and explain everything so clear. If you looking for the life insurance I absolutely recommend Serena Rohrer she did an amazing job and she’ll get back to you ASAP through the email and phone or text!!! Thank you Serena you are so professional . Thank you foe getting don’t for me so quickly.

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Having begun an intership at Investors Group in January, I have nothing but good to say about the organization. I could go on at length, but I will keep this brief. As an intern, I have been welcomed into the organization, and included in various aspects and team building activities within the company. They are very goal orriented as an organization, and as such, there is little if any present office politics. Everyone is there to achieve something, and will work together as needed no reach the best results for the organization, and for each member of the teams.

We have dealt with them for two mortgages so far and the rates received and support from the staff was excellent. In addition, we have had good experiences with our investments with them and have RRSPs, an RESP, and non-registered investments with them.

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I switched to Integrated because I never received information from the banks and even when I would ask, it was not forthcoming. Integrated Financial has always made a point of informing me of what is going on with my investments and the market. They are very easy to work with and extremely knowledgeable. I highly recommend them.

Integrated Financial has always made a point of informing me of what is going on with my investments and the market. They are very easy to work with and extremely knowledgeable. I highly recommend them.

Can't say enough good things about Bill McTaggart - my husband and I would not be ready for retirement without his help! We really appreciate his knowledge, expertise and how great he is to deal with! His team is awesome as well - 5-star customer service always! ????

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