Working with Oliver has improved my financial understanding. He took the time to explain the…read morevarious types of accounts that would be good options for me and discussed how these options would benefit me in the future. Oliver is genuinely interested in taking care of his client's financial well-being.

From the owner: As a Certified Financial Planner®, your goals are my top priority…read more Whether you're planning for retirement, saving for post-secondary education for your children or grandchildren, running or winding down your business, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. As an independent financial advisor, I work for you, not the bank.

Absolutely the best! I've been with Scott for several years and have found him to be extremely…read morehonest and trustworthy. His focus is his clients always putting them first. His investment strategy protects your money.

From the owner: Investment management, financial planning, retirement planning, estate planning.read more

Travis Strain and the team at A.W. Gray and associates are great. If you are looking for someone…read moreto help manage your investments and give solid advice, do not hesitate to give them a call. Travis will listen to your needs and give advice that few in the industry have his level of expertise in.

From the owner: Wealth creation, preservation and transition are challenges not easily overcome in today's…read moreturbulent markets. The multiple forces of sub-prime mortgage crises, covert inflation and skyrocketing healthcare, food and fuel prices impact every aspect of our material lifestyle and daily existence. There is an increased need to build a financial plan and protect ourselves, our families and businesses against the ravages of unpredictable and unstable circumstances which can crush the dreams of those not acting in a financially prudent manner. Life is too unpredictable to navigate the future landscape with the wrong financial guide and uncertain maps and directions. Stock markets may fluctuate, but personal service delivery should not. You should always receive top not service from your financial planner. What we do is to consolidate all of your family assets into one balanced program so that you can improve your asset accumulation in less time with fewer risks along the way.

Alison is an extremely intelligent professional who really takes the time to educate her clients on…read morefinancial concepts. What stood out to me the most out of all the other financial planners I've talked to is her wholistic and comprehensive approach. She covers everything from cradle to grave, including assisting with will preparation. Her service is stellar and really catered to clients' needs. She goes above and beyond to make sure we are taken cared of. At first I thought I was set with my previous financial planner, but Alison educated me on a permanent tax sheltering retirement plan that I had no idea existed! I wish someone had told me earlier! I highly recommend Alison if you're in need of financial information and even a second opinion or review of your finn

From the owner: Specializes in helping individuals, families and corporations / small businesses in cutting and…read moresheltering taxes, maximizing cash flow, saving and growing wealth, protecting from loss of income, protecting assets at time of death, and planning for passing on their legacy to future generations in a tax-efficient manner.

We reached out to Steve and Money Coaches Canada as we wanted true objective, independent advice on…read moreour financial state. Steve answered our questions, developed a plan, and now we are feeling far less stressed about our financial future. We felt like our plan was individualized and directed toward our goals. The process was worth the investment! We highly recommend him for younger people starting out, mid-career, and nearing retirement! I have already referred him to family and colleagues.

I found Money Coaches Canada and Steve in particular when researching the difference between a…read morefinancial adviser, financial planner and a financial coach. I was at a place in my life where I really wanting to take charge of my finances; however my bad habits and thoughts around spending and saving money were acting as huge hurtle. Because of these bad habits my savings were non-existent, my credit cards were maxed out and I was in no place to invest so naturally a money coach fit. After speaking with Steve on the phone my wife and I decided to meet with Steve for a FREE consultation. Steve is very knowledgeable and personable and seemed like a great fit to work with. I'm not going to lie; at first I was very skeptical and hesitant to commit to a program with Steve as I was barely getting by and thoughts of paying someone to tell me how to save/spend my money seemed foreign. Steve told us not to worry that we wouldn't even notice his fees in the long run.(Yeah right!) Well I pleasantly surprised by this experience! Not only did we not notice his fees but he actually helped us to get on track. Within 6 months of working with Steve our lives have changed so much for the better. The stress we use to feel in regards to finances has been lifted greatly. We are on track to pay off all of our debt in a record amount of time, AND we actually have savings building up monthly. In 5 months of working with Steve we were able to pay off over $12,000 in debt - YES you read that right 12K! He is not by any means a magician that just makes money appear and fixes your finances; you have to want to make changes for the better. Much like losing weight; you can't just do it for a bit and hope for the best; you need to be prepared to change your life style and habits and commit to the program. My wife and I both agree that working with Steve was the best decision we made in 2017 and we are looking forward to walking the path that Steve has help to create. Debt Freedom is on now on the horizon were I have never seen it before. Give him a call and see what he can do for you!

Robert has helped me with my disability and life insurance every step of the way. Initially he sat…read morewith my wife and I, listened to what we wanted, asked questions, and then came back to us later with options that were customised to our needs. My life policy ended up being more affordable and without the exclusions that I received a previous quote from someone else. Also, as my disability and life insurance needs have changed since taking my original policies and he has been great along the way in helping us adapt to our changing needs. Laurent has also been great at helping if Robert was away. Robert is professional, polite, on-point, timely, helpful, and never pushy.

I had a meeting with Laurent Munier to acquire health and dental insurance, and it was a complete…read morewaste of time. The whole event was rushed and disorganized. He made reference to health plan charts, which he had forgotten to send prior to the meeting as preliminary reference for my options. Still, we went through the usual exploration questionnaire, through which he also took the opportunity to pitch other businesses I wasn't interested in. I had taken an hour of work for Health & Dental insurance. When the meeting ended, Laurent Munier had explained that: 1. He would send the health plan charts he'd to forgotten to send prior to meeting 2. He would send a personalized health plan according to what he had learned in the interview/meeting. 3. He would send a follow-up e-mail, as customary, with details for our next meeting. None of that happened. Still, I took the first step to send a follow-up e-mail the next day because the whole point of the meeting is of importance to me(health). No response. No one should have to chase someone around for service. Meeting with Laurent Munier was a waste of my time.

Taayla worked with me for the last 10 years. She helped me save with the right investment program…read moreand educates me on what is required to reach my goals. I really appreciate her patience, her easy to understand solutions and the ongoing support. Super grateful that she's in my corner!

From the owner: We specialize in helping families get clear about their financial goals. That involves identifying…read morecash flow, protecting their income and using the right savings vehicles to minimise taxes. Our approach is holistic in that we walk alongside families for the long term in supporting their financial needs. We also work with business owners in developing unique strategies to flow money out of the corporation with tax-effective solutions.

Gladys is great and the only one I would trust with my companies books. She offers full charge…read morebookkeeping.