3 Meilleurs Services Financiers à Sudbury, ON

There is no one that I would rather have as my financial advisor. You can count on her knowledge and experience. Sandra returned my queries promptly. She can be relied on to point you in the right direction for not only financial advice and needs, but also for long term family insurance and financial planning. She is great! Highly recommended.

I HIGHLY recommend Sandra Mews & Associates. Sandra is Fantastic. Great to talk to very knowledgeable and super helpful. Her approach and professionalism took the stress and apprehension out of getting our financial planning house in order.

Sandra has been my financial adviser for a few years and has been absolutely fantastic. She has guided me through my investments and taxes in one-to-one meetings throughout the year and I am confident that my finances are in very safe hands. She is easy to contact and always ready to help. She is extremely patient and happy to guide me through the jargon of the financial sector. I would 100% recommend her to my friends and colleagues (and indeed, I have).

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Having known Ray as an honest, hardworking and passionate person, we entrusted him with our finances right from the beginning of his career. He is knowledgeable and keeps up to date on all developments in the world of finance.He has your interest at heart, works tirelessly for you and communicates with you regularly to inform you and to update your portfolio if need be. He is a beautiful person whose work ethic is highly professional. He scores very high on our list recommendations.

We have known Ray for many years. We have always found him sincere, honest and community minded. He is always willing to answer, discuss, and give insight to subjects that don't directly pertain to his business. (real estate, retirement papers and world economics etc). His meetings are relaxed, unhurried and non business like. If you are looking for a long term realistic, intelligent way to investment money this is your team.

We have known Ray for over 20 years and have trusted Bisaillon Asset Management with our life savings for the past 15 years. He has allowed us the freedom to enjoy our retirement to the fullest. Our life long goal in retirement was to travel and because of our financial security with Ray, we have achieved our goal. We have travelled Canada and USA from Coast to Coast to Coast and even Central America and the Caribbean. With the help of Bisaillon Asset Management we will continue to enjoy our Senior years.

We couldn't be more grateful for Dorrie Corriveau at Innova Wealth Partners. Her dedication and expertise made all the difference in securing the best insurance policies for our family's needs. Dorrie's caring approach ensured we felt supported every step of the way. She went above and beyond to find the most competitive rates for both insurance and critical illness coverage. Thanks to her efforts, our family is now fully protected, giving us peace of mind for the future. Highly recommend Dorrie and the team at Innova Wealth Partners for top-quality service.

We are absolutely thrilled with the guidance and service provided by the team at Innova Wealth Partners. We've worked with different groups in the past and became clients two years ago. We've been grateful for their customized attention to our portfolio especially during the pandemic. I also appreciate Cliff and J.F.'s civic commitment to Sudbury through their various volunteering and charity work. Their values align with our family's and we have every confidence in their management. I highly recommend working with Innova Wealth Partners.

The Innova Wealth team are nothing short of professional, thorough and customer focused, which really makes it a partnership. Their full service and transparent approach has been simply awesome for me and my wife and takes a lot of stress out of the complexities of building and growing a foundation for wealth. The fact that JF and his team are selective with new clients speaks to their integrity and commitment to the business and its partners. It's a win-win philosophy that we value and respect.