I was looking for a financial planner to help get my goals in line and set up a plan to organise my…read moresavings and retirement plan. Joe took me on as a new client in his a warm, fun, humorous way that made me feel at ease. I was intimidated to call him because I do not have a six figure account to invest and wasn't sure if my small nest egg would be worth his time. Joe Macek never made me feel I was an less valuable than his heavy-hitter clients. If you are looking to invest large or small and want honest, personable and qualified advice. This is your guy! Melanie Mitchell Winnipeg

From the owner: I have helped clients with financial planning and advisory services since 1998read more

I was very pleased with the service I received from Joe. He was very friendly and informative,…read moreexplaining questions I had and in suggesting a few changes to manage my investments better. I look forward to seeing him next year.

Kevin Harold and all the staff at Crescent Financial go above and beyond to explain our options and…read moreKevin gives good sound advice. Kevin is never to busy and always available to answer any financial questions we have, no matter how irrelevant to our accounts with him. We would recommend him 100% if you need advice and guidance on how to make your investments grow. This guy gives meaning to the words "personal touch", is extremely knowledgeable on all things financial, and we're so grateful to have him in our corner. He made us feel at home and comfortable from the very start. Chris and Lynette O