3 Meilleurs Services Financiers à St. Catharines, ON

I’ve known Greg Sykora for over 15 years, starting with his early days at Raymond James where we worked together and then we both moved to Fidelity Investments. When it comes to advanced financial planning, portfolio construction and fiduciary duty, Greg has always acted in the best interests of his clients and peers and is an asset as a financial advisor. If you’re a business owner, physician or HNW investor especially, Greg has a plethora of tax-efficient solutions that he has used to solve complex problems. I recommend Greg’s services and hold him in the highest regard.

We have been working with the team at Zavitz & Sykora for almost a year now and they have surpassed all of our expectations. Before coming to Greg, we were working with an advisor at one of the big banks, and I have to say that we will never look back. For us, It was pretty obvious the difference when your advisor actually cares about your best interest and takes the time to coach you through understanding the choices you have for your investments. Maybe it was just our prevous advisors, but before Greg, everything seemed transactional and kinda generic, even some of the advice we received didn't really make sense for us. Greg's advice was highly personalized, tailored to our goals, and overall just fit our life. We are looking forward to working with Greg and team for a long time.

Greg excels at using evidence-based advice for long term financial planning and investing. Unlike many advisors he has the best interests of his clients in mind and the fee structure reflects that. His guidance has been helpful in refining my financial plan and long term goals.

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Our experience with Trevor was priceless. His advice was objective and he helped us articulate our goals and gave us a way forward on how to achieve them. Since he is not attached to any one financial institution, his suggestions have no strings attached and if implemented the way intended, the gain will be all ours. Thank you Trevor for helping us understand the impact of fees, benefits of budgeting and tracking expenses and opening up alternate pathways to investing. It was and will continue to be, a pleasure working with you.

My husband and I found Trevor's advice and expertise to be invaluable. We previously had no idea what to do or how to do it but have learned a great deal from Trevor. As a result we feel much more confident about the future and how to handle our finances. We highly recommend Trevor for anyone considering a money coach. He is personable, incredibly knowledgeable and very generous with his time and advice.

Wonderful experience with Trevor. Helped us get educated and aligned our goals. Have recommended Trevor to many friends and would highly recommend Trevor to anyone looking for financial coaching, education and planning help.

Kevin was kind, understanding and an excellent listener. He then applied what he correctly heard from me to a detailed plan.

We are very happy with how things are going. Investment seem to be performing well, communication is there and Kevin is doing everything that he said he would do. Highly recommend Kevin to anyone that needs help with financial advise.

Kevin was great! He explained everything in an easy way to understand and showed me how I can do more with my money. He set me up with a financial plan for my future. He was awesome!