Compass Wealth Partners est une entreprise financière familiale et indépendante située à Oshawa. L'entreprise compte plus de 28 ans d'expérience dans l'industrie financière. Ses conseillers financiers professionnels s'efforcent continuellement de voir chaque client réaliser ses rêves financiers. Compass Wealth Partners met l'accent sur la conception de portefeuilles de placement personnalisés. Leur programme de constitution de patrimoine en 5 points est créé en tenant compte en premier lieu des besoins du client. Ils proposent une large gamme de services, de produits et de plans pour répondre aux divers besoins de leurs clients. Le cabinet met en œuvre un plan financier bien construit pour vous aider à atteindre la sécurité financière que vous méritez. Compass Wealth Partners propose des évaluations gratuites à ses clients.
3 Meilleurs Services Financiers à Oshawa, ON
Expert recommandé Top 3 Services Financiers à Oshawa, Ontario. Tous nos services financiers sont en fait soumis à une inspection rigoureuse en 50 Points, qui comprend tout, de la vérification des avis, des notes, de la réputation, de l'historique, des plaintes, de la satisfaction, de la confiance et des coûts jusqu'à l'excellence générale.
COMPASS WEALTH PARTNERS AVIS
Compass Wealth Partners have been providing our family with financial services for more than 15 years. Their team has always been very helpful at explaining our options. They always answer all of our questions and concerns to ensure we are satisfied and comfortable with our investment choices. We truly appreciate all the advice and help they give us! We would, without a doubt, recommend them to our family and friends.
The team at Compass Wealth Partners has helped us organize our finances and helped our growing family feel more secure about our future. Isaac and the team have great knowledge of the industry and are quick to respond and ensure we understand our investments. Thank you for all that you do!
Beyond their knowledge of the industry, what has impressed me most about Compass Wealth Partners is their commitment to the community. Their vision of success goes well beyond their own doors. I look forward to continuing our strong working relationship and would highly recommend Compass Wealth Partners to others.
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B G Financial Corporation est une société indépendante de planification financière située à Oshawa. L'entreprise compte plus de 12 ans d'expérience dans le secteur des services financiers. Brandon Gurley est un planificateur financier agréé de l'entreprise. B G Financial Corporation aide ses clients en matière d'investissements, d'assurance-vie, de rentes, de prêts hypothécaires, d'avantages sociaux et de pensions. L'entreprise développe une plateforme où l'investisseur peut traiter avec un seul professionnel. Ils ont des outils en ligne pour en savoir plus sur les solutions d'assurance abordables. B G Financial Corporation tient compte de vos besoins, de vos objectifs et de vos rêves pour mettre en œuvre un plan financier bien construit.
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Ven : 8h00 - 17h00
Sam & Dim: Fermé
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B G FINANCIAL CORPORATION AVIS
We worked with Brandon as first time home buyers. He was patient, thorough and professional throughout the entire process. He took the time to make sure we understood what would be asked of us and what steps would be involved. Not only was he extremely responsive and attentive during our meetings, he did his utmost to get us the best rate out there. Since then he's been available for any questions that have popped up. We recommend Brandon wholeheartedly, not only will you have someone who knows his stuff, but you'll have someone in your corner to make sure you get the best outcome possible.
Brandon has helped me out immensely, finding me a great price on mortgages not once but twice. I was referred to him through a mutual friend initially, and would definitely recommend him to anyone I know moving forward. I really appreciated his professionalism and preparedness as I told him I really wasn’t familiar with all the ins and outs and he was able to break it down so I understood everything he was showing me which really put me at ease.
Brandon Gurley has managed my fianances for 13 years now. I've always found him to be supportive of my comfort level, concerns and anxieties regarding money and quick to respond to emails. He is also very knowledgeable about the newest changes within the market. Brandon is easy to talk to and has a lot of options for investments to offer. I always recommend him to friends and family when asked.
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Jim French est conseiller financier principal et planificateur financier agréé chez IG Private Wealth Management. Il est spécialisé dans la gestion de portefeuilles de clients fortunés et offre des conseils avisés et un soutien financier aux familles multigénérationnelles. Jim French est un comptable professionnel agréé qui incorpore ses connaissances et sa spécialisation dans les fiducies, la planification fiscale et successorale, la planification du revenu des retraités et la gestion de portefeuilles solides. Il conçoit des solutions sur mesure pour atteindre les objectifs financiers de votre vie, en dirigeant tous les aspects de votre vie financière. Son cabinet s'engage à aider les familles à atteindre la tranquillité d'esprit qu'elles méritent en concevant et en fournissant des solutions de gestion de patrimoine uniques et personnalisées. IG Private Wealth Management élabore un plan basé sur des objectifs et des trajectoires financières clairement définis.
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Sam & Dim : Fermé
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JAMES FRENCH - IG PRIVATE WEALTH MANAGEMENT AVIS
We have had a financial planner since the mid 80s. Never during this time did we ever have the personalized attention to our portfolio as we get with Jim. If only we would have known him before 2015. Jim is very knowledgeable and personable. He takes a personal interest in our lives so he can provide us with the best financial advice. Jim takes the time to explain everything in detail to ensure we understand the direction he is suggesting. Then of course there's Mary...friendly, kind and caring with the highest attention to detail. A fantastic team indeed!
I have been a long-time client of Jim’s and I am very happy with the level of service he provides. He is very professional, knowledgeable and friendly. He takes time to understand your goals and investing personality. He then works with his clients to create a plan with an asset mix to meet your goals and investment style. Jim tracks your investment progress and meets with clients regularly to adjust where necessary.
We have been a client of Jim French for over 10 years and found that he is very professional, insightful and personable. He truly invests his time and effort to understand your goals and match those with a solid plan for the future. He takes a proactive approach in your journey and meets with you throughout the year to reassess, if necessary, your results and future expectations. His personal touch, knowledge and genuine concern for your future financial welfare are some of the reasons we would highly recommend him and his team.
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