3 Meilleurs Services Financiers à North Vancouver, BC

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!.

Ces avis sont fournis à titre informatif et pour vous aider à prendre des décisions éclairées.

Pour partager votre expérience, cliquez ici ou envoyez-la à reviews@threebestrated.ca.

Nous afficherons à la fois des avis positifs et négatifs. Tous les avis soumis sont publiés après vérification de l’authenticité et de la conformité avec nos Conditions générales, notre Politique de confidentialité et nos Directives communautaires relatives aux avis.

Laura and her team are great. I have been with Vitalis since 2007 and Laura has managed my portfolio since that time. She has enabled me to reach my retirement goals early with her expert advice and careful considerations concerning my financial planning. She has always been there for me to guide me in making decisions around investing but more importantly she truly cares about her clients. When I recently lost my spouse Laura took it upon herself to ensure all financial matters were looked after. Her and her team helped take a huge burden off my shoulders and for this I am forever grateful. If you want more than just financial advice, if you want a person who will listen to you and understand your needs and goals I highly recommend Vitalis.

Laura and Vitalis have provided investment advice over the past 17 years of our retirement. Initially she organized our financial assets into a moderately conservative that has had steady and consistent returns over the years. In addition she set up a long term care policy that will offset medical costs if needed in the future. Laura has organized regular reviews of our portfolio and has promptly dealt with any questions we have had. We sleep well at night knowing our financial future is secure.

Our experience at Vitalis Financial Services Inc is really satisfying and Laura is great Financial advisor.

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.