3 Meilleurs Services Financiers à Airdrie, AB

We recently transferred our investments to Lorne as he was highly recommended to us by our family and just had a penultimate meeting outlining our financial future. We are not seasoned investors but Lorne has been amazing at educating us, listening to our goals, financial needs and dreams and creating a financial blueprint for our future. His patience, expertise and professionalism is outstanding. We are beyond happy with Lorne's services and feel very reassured that our money is in such good hands. Honestly can't recommend him highly enough.

Lorne is awesome indeed. We met years ago virtually and then by chance (or divine opportunity perhaps) in person which led to some great conversations, ideas, and suggestions to augment the current strategy. So many great insights to carry forward. Highly recommend Lorne and his team to keep you on a good path for your investments.

Absolutely welcoming! Lorne is a great communicator and listens to my needs with care. He's clearly passionate about his work, and meetings with him are informative and enjoyable! If you get the opportunity to work with him and his team, you will not be disappointed! Highly recommend.

We went to Lorne to ask advice on our retirement plan. He took time to explain options and possible strategy's but made it very clear he was there to support us in reaching our goals for a retirement plan! He was very professional and a good communicator, with absolutely no pressure to invest with his company just simply wanting to assist us in reaching our retirement goals. We would highly recommend Lorne and his team! - Mark C Répondre

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There’s not enough words to express how grateful we are that we found Veronica! We were unexpectedly laid off from our jobs and were in need to move our pensions from our former employer’s program. Veronica was the ONLY advisor talking about tax implications and how to make sure we paid as little as possible. Not only that, she handled all the interactions with our former providers to ensure the transfers were handled as quickly as possible. I’m excited to say our portfolio with Veronica is making more money than we ever dreamed it could. On top of all that Veronica also did our taxes this year. All her tax planning for us was spot on and we ended up with a very large refund this year. I am positive if we went with anyone else we would have had to pay through the nose. Veronica is so patient and non-judgemental. She wants to make sure you understand everything and takes the time to explain anything you don’t understand. We definitely have a partner in Veronica and we couldn’t be happier.

TaxAdVise has been taking care of mine and my family’s taxes for years and we know we will always get the best return! Veronica the owner, is always up-to-date with all the new tax laws and all the newest information which makes her the most knowledgeable person we know! After getting a complementary financial check up, she is now looking after our finances too! HIGHLY recommend.

Veronica is the most knowledgeable person I know when it comes to both finances and taxes. She specializes in everything from personal to businesses, and you can really tell she wants the best for clients! Very passionate and you can tell she truly loves what she does. I would recommend her to anyone.

First and Main has been a tremendous help to both my wife and me in managing our private health insurance for quite some time now. Additionally, she quickly and easily helped us set up our health spending account for our small business. We're truly grateful for the consistent availability of Kate and her team, always ready to address any questions we may have. If you’re wondering about private health insurance I highly recommend reaching out to First and Main.

Kate has been my go-to insurance advisor since day 1 back in 2016. She has a high level of knowledge of the products , and takes the time to educate on all of the options available . Kate is reliable and professional and I can count on her to review the insurance plans as often as needed. Highly recommend working with her.

I needed to increase my life insurance policy, and of all the different advisors there are to work with, I don't think I could have gotten a better one. Kate and Genna have been great to work with, and went above and beyond to get the work done. Life insurance is the only product I needed, but I'm sure the same high quality of work applies to all products. I highly recommend going to Kate for any insurance or financial needs.