3 Meilleurs Services Financiers à Red Deer, AB

Serena was a very good choice for us to plan our future in regards to the insurances. She was thorough and explained the products in great depth. She was very accommodating and helped us make a decision with open options to change or increase the services. I would definitely recommend my friends and anyone reading this review to ask for Serena Rohrer at Sunlife in Red Deer. We feel safe and content about our future.

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.

We met Serena and immediately ,she showed us great knowledge and interest , making us feel real positive and secure working with her . She explained every step with great patience and provided us with many options sharing her experience! . We definitively recommend her.

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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.

Kevin is one of the most financially knowledgeable and well-rounded Certified Financial Planners I’ve come across. His deep understanding of investing, retirement planning, and wealth management is clear, and he’s always up to date with the latest strategies and trends to help you towards your goals. What really sets him apart is his passion for educating others—he takes the time to break things down and truly empowers people to make confident financial decisions. A true professional who genuinely cares. Would highly recommended!.

Kevin is great to deal with. He's very proactive and looks out for our best interests. Kevin is extremely responsive, professional and very helpful. We have already recommended him to all of our adult kids when it comes to financial management.

Kevin has been our financial advisor for over five years. He is personable, dedicated, and very knowledgeable. He helped us develop a retirement plan perfect for us, and we highly recommend him!!.