3 Meilleurs Services Financiers à Sherwood Park, AB

Kyle Watson is our advisor. We are very grateful for his professionalism and his advice on the life insurance plan he recommended to me and my husband. Kyle is very generous with his time and was able to answer or seek an answer to all our questions. He is very accommodating to our busy schedule and is great at following up on the next steps throughout the process. We have already recommended him to family members and would highly recommend him to others as well.

Advico's team provide real solutions for businesses who are truly invested in not just their own long-term success, but also in the long-term financial success of their key-employees. Kyle brings a wealth of knowledge, and professional experience, which is key to his ability to deliver plans designed around the unique needs of each client he faces, which is why I'll keep referring business his way! Kudos to the Advico team.

Having moved from abroad to Canada, we were less familiar with a lot of the products and rules around insurance in our new home. Connecting with Kyle Watson and the team from Advico was exactly what we needed. Kyle has walked us through every step of creating an insurance portfolio that is tailored to our needs and plans for the future. Kyle is the consummate professional and his approachable, reliable, available commitment to his products and his clients puts him on the top shelf. Couldn't be happier.

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It has been an absolute pleasure dealing with Matthew Hammond at Sunesis over the past five years! We had built up a reasonable amount of savings through our self-directed investing efforts but felt we had reached the point where we wanted to involve a professional financial planner. As we are just under five years out from retirement (fingers crossed!) Matt has provided sage advice about our financial position, planning, and timing of retirement. He has helped us to access many excellent private investment opportunities that would simply not have been available to us otherwise. Through it all, he has made sure we had a healthy degree of diversification in our portfolio! Matt has always been very responsive to requests for meetings or information. Bottom line - my wife and I feel that our finances are in good hands with Matt and his Sunesis team!! I have already recommended him to family and friends and will continue to do so.

My wife and I approached Matt at Sunesis Financial to review our current investments and ensure we were doing the most with our money. Matt not only provided honest feedback on our current plan but developed a detailed financial strategy that addressed our current and long term goals. We felt more knowledgeable about our investments and were thrilled to be working toward a financial plan. Over the last few months Matt has continued to review and recommend adjustments. Our experience with Sunesis Financial has been fantastic. We have been treated with respect and the team is knowledgeable and professional.

My husband received an unexpected early retirement offer and we were stressed out with all the considerations you need to evaluate before making a decision. We search the internet for a financial planner and advisor and we found Sunesis Financial. We read the reviews about this company and its owner Matthew Hammond and decided to go with him. It was the best decision we could have made. You do not feel that you are dealing with a company but with a person who cares about your needs and who is very professional, knowledgeable and at the same time charismatic. After he received all the information we provided he prepared several financial reports and options for us and made us realize that we were in a very good position to make the best decision. Thank you very much Matthew for your great services and for the peace of mind you gave us. If we were in the same position again we would go to him with our eyes closed.

I have known Sam and his team for 22 years, when I started as a small investor. Sam has been a fantastic advisor and allowed me to grow to where I am today, with steady profits along the way and he minimized the losses even while we were going through bad years like 2008 and then pandemic. He proactively kept me informed about changes to my portfolio or the markets. I always enjoy the friendly conversations with Sam and his team is very friendly and they can handle day-to-day requests quickly and efficiently. I have felt that I can trust the team, as a lot of that comes from the strength of our relationship. Therefore, I recommend Sam to anyone as person guiding you on your money, as he plays a critical role in your life - as he will make sure his strategies align with your personal financial goals and risk tolerance. He will keep you informed, provide clear, comprehensible insights and maintain regular contacts, especially during turbulent times in the market.

I have been a loyal customer of Sam Yau at Raymond James for about five years now. The entire team consisting of Sam, Corina and Jill never fail to impress me with their attention to detail and the exceptional service. They have helped me transform my financial future with their insights, patience, and transparency. Working with them is a pleasure. If you are looking for a knowledgeable and trustworthy investment advisor, look no further!.

Sam is calm and measured in his approach to ensure solid returns and he and his team are always super responsive and happy, positive folks to deal with. Can't recommend them highly enough!.