3 Meilleurs Services Financiers à North Vancouver, BC

Financial advisor Jun has been handling my families wealth and I cant stress enough the high quality service and advice that he provides. He is clearly an educator - he easily explains the current market and makes bonds, stocks, funds and all the financial lingo very easy to understand. He is always striving to grow our money and I truly appreciate all the regular check ins that he provides. I feel very well taken care of and happy to recommend his professional services to anyone in need of a financial advisor. Cant forget to mention that he does insurances as well.

I have been with Jun since 2016. I still tell him the story of, do you remember how I gave you just few hundred bucks a month? Who would have thought this was just a mere beginning of my so far so great, personal finance journey alongside my one and only Jun Shin who guided me the whole way! Jun is not only knowledgeable and smart, he is attentive and caring as well when he is advising. I have referred 10's of clients(friends) and they are more than satisfied! I hope those that read this review would give Jun a chance for a quick coffee session. He will impress you with his old school "binders" of information, and as he physically flips through those pages you'll be impressed.

Jun is a pleasure to work with. Very knowledgeable and responsive to my inquiries regarding the stock markets and my other investments. I refer all my Mortgage clients to Jun Shin's Edward Jones branch in North Vancouver. All of which are also are very impressed with him and feel comfortable moving over their RRSP's and trusting his advise as he provides them with a road map for their financial future and portfolio's growth. I will continue to work with Jun today and forever more.

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Kelsey at Smart Investments is incredible!! She has helped me set (multiple) financial goals that are tailored to both my professional and personal ambitions. From the moment I first met with her she educated me about different options which have allowed me to feel more knowledgeable and confident in my finances; I’ve never felt this way before. I am very grateful that I was referred to Kelsey. I have since referred her to my closest friends, which I think says a lot about how great she is.

Kelsey Smart sold me a key man insurance policy to cover a mortgage on a commercial property I acquired over ten years ago. More recently, my business account manager reviewed the insurance policy with his insurance specialist. They both say it is an excellent policy and I was lucky to get it when I did. Kelsey is great to deal with and I would highly recommend her services.

Kelsey was highly referred to me, and she has lived up to the recommendation consistently. She is diligent and is always dropping me a line with updates on my investments and suggestions on what I can do to improve my financial standing. I feel confident that not only does Kelsey always have my best interests at heart, but that her good intentions go beyond that to a true and innate expertise in financial advisory.

Chris Mills and his team are wonderful people who really care about their clients. Chris makes sure to contact me on a regular basis and makes sure I understand anything I bring up about my account. - transparency is key. He and his team (Katie and Heather come to mind) are patient and kind, encouraging an "open door" policy where I am welcome to contact them with any questions or concerns I may have. I highly recommend Raymond James with Chris at the helm!.

Chris has been my financial advisor for almost a decade. He has helped me navigate through uncertain times in the market and helped diversify appropriately. He has a well thought out strategy and approach that has kept my mind at ease all these years. His team is incredibly responsive and have always gone above and beyond for me. Highly recommend Chris and his team.

I had a consultation with Chris a couple of weeks ago. He was very knowledgeable, easy to talk to, and helped answer the questions I had. Thank you for the time you spent with me!.