I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

We have been extremely well guided in our business and personal finances by Richard Games at BJGCPA…read moresince long before we opened our cafe (now open 1.5 years). Richard has been a supportive, attentive, meticulous, intuitive and articulate guide to all things financial. There is no doubt that his professional and precise guidance have played a critical role in our ability to open and operate a successful family-run business. He keeps us on track, gives us precise and pertinent information in a way that is easy to understand and ensures we are compliant. We are hugely grateful for this high quality of service, his kind, warm and attentive style and the peace of mind that working with someone who we know truly CARES is able to provide.

From the owner: By your side, all year round, offering personal & business tax preparation, advice & support…read more Giving you piece of mind.

If you need cross border accountants who actually know what they are doing, this IS WHO YOU NEED! I…read moretried many others who claimed to be Cross Border Experts and my taxes were never correct. Hutcheson is the best value. They are up to date with annual changes to tax law. I praise this group as it makes my stress absolutely zero. Let me not forget, they are so efficient and speedy. Canadian Taxes, US Taxes, FBARs, T1135, US Investments, Canadian Investments

Great experience working with Hutcheson & Co CPA LLP. Doug Lawson is fantastic to work…read morewith--practical, responsive, and genuinely focused on solving problems. Their cross-border team is knowledgeable, coordinated, and provides clear guidance through complex issues. Highly recommend.

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

Knowledgeable, good listener. He's a guy with integrity…read more(not easy to find in the financial world!) Totally satisfied with his work, well worth it.

One year ago we were introduced to Ron Hampton of Hampton and Company. This was one of the best…read morethings to happen to us. He helped us through our business purchase and start up and has been since a service you don't see today they are a great team We highly recommend them.

From the owner: Hampton & Company is a full-service accounting firm serving clients throughout Victoria and…read moresurrounding areas. See us for a range of accounting, tax, and financial advisory services. Call today to book your appointment.

Blue Mountain Wealth Management takes a truly personalized approach to your financial success. By…read moregetting to know you and listening to your goals, Nathan aligns with you, providing a comprehensive perspective, guidance, and unwavering support. Nathan is personable and trustworthy and will put you at ease during these times of market volatility. By staying focused on your individual investment strategy and the big picture, he'll help you avoid emotional decision-making to help you reach your long-term investment goals. He definitely comes highly recommended!

Nathan is everything you'd want in a financial advisor, knowledgeable, thoughtful, and genuinely…read morecommitted to your success. He takes the stress out of financial planning and turns it into a clear, empowering process. With his guidance, I finally feel in control and excited about my long-term goals. His insight and dedication are unmatched and you'll walk away wondering why you didn't start working with him sooner.

I went inside for the first time, today. It was a quick trip to get some paperwork taken care of…read more The lady at the reception desk was very polite, friendly, and competent. I was impressed with the aesthetic of the reception area. They managed to mix cozy and professional perfectly.

From the owner: Fors Financial Consulting is an independent financial advisor firm that offers professional,…read moreunbiased advice, investment management, retirement planning, holistic life planning, fee based asset management, and unparalleled client service. Call now for your complimentary consultation.

I've been working with Paul Holmes for a year now and would definitely recommend him. He's very…read moreeasy to work with and actually listens (rare in someone so knowledgeable.) He's good at explaining things, very open about how he makes his living, and I've never felt like he was selling me something. Of course, he is but he sells things that make sense for me more than him. Parking at the Chatterton office sucks.

From the owner: Investors Group Inc. is a Canadian leader in providing personal financial planning services, and is…read morededicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of Consultants. Investors Group offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services, including Registered Retirement Savings Plans, Registered Retirement Income Funds, Deferred Profit Sharing Plans, life and disability insurance, Guaranteed Investment Certificates and mortgages. Investors Group Inc. is a member of the IGM Financial Inc. group of companies. The shares of IGM Financial Inc. are listed on The Toronto Stock Exchange. The stock exchange symbol is IGM.