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.

David Chen is one of the most knowledgeable and trustworthy people I know. His knowledge about all…read morethings financial/tax related is absolutely staggering; he really looks at the bigger picture. I left my previous financial advisor because he kept assuring me that the Canadian economy "would be fine" but it felt like he was just sticking his head in the sand. With David, it's a different story; he looks at what's going on in the whole world and how it will relate to Canada - and therefore what you should be doing with your money! I have since found out that David got into this business because he genuinely wants to help people. He is an extremely ethical person, generous with his time, and I highly recommend him.

From the owner: private wealth management - personal and corporate investments and insurance, extended health and…read moredental programs, critical illness and long term care benefits, work place violence solutions, estate and financial planning including families with disabled family members

I have had a terrible time with Advisor Websites. I signed up as a new advisor for their special…read more They own my domain and are charging me to purchase it from them. I have contacted them on several occassions for update and service and never have recieved a phone call in return. It is very difficult to reach anyone in the office. I cancelled my subscription in March and they have continued to bill my VISA despite recieving the email request and speaking to someone in person.

From the owner: Grow Your Business with Personalized Websites & Targeted Digital Marketing Solutions for Financial…read moreAdvisors.

Horrible customer service. They will not be there when you have a followup tax question. The only…read morething they are good at is seeing you off in their high fees and not informing you of the true cost to prepare your tax returns up front. Go elsewhere !

If paying for basic corporate tax accounting $330 hour is reasonable, please use this firm…read more If the firm cannot provide details of billing when requested, use this firm. I was a long standing corporate client, the senior accountant I used retired, did not notify me prior to year end, over billed for services and when asked, said that his records of accounts were closed already? What kind of unethical practice is going on in the Vancouver office? Stay away from Crowe McKay

Reaching out for help with money management can be incredibly stressful and shameful. The workers…read moredid an amazing job of listening to our concerns without judgement and provided fact based information on how to get out of our situation. It relieved a huge amount of stress and provided tools to help turn our situation around. I would highly recommend them, whether just for developing a budget or for addressing debt.

Very understanding and professional. Answered all my concerns and questions. I wish I had called…read morethem earlier instead of trying to cope all by myself.

Perhaps one of the worst trustees in town (if not actually the worst). They leave you in the limbo…read moreafter the bankruptcy with CRA and other creditors. They asked for two years' worth of bank transactions and then at the end they provided a link to make corrections with CRA yourself and after the discharge it turns out they never reported it to the creditors that you were discharged and here I am sitting waiting for my credit score to change. You're better off to do things yourself or find another company even with the least rating which I am sure will do a better job than them.

During such a challenging time, I am still grateful for this team who continues to support me…read moreduring this uncomfortable process. I highly recommend David to help with your finances, he is knowledgeable, clear and respectful.

Outstanding service and understanding of the capital markets…read more Shawn Perger 778-686-0135

From the owner: If you live in the Vancouver area and are looking for someone to help you with investing your $1…read moremillion portfolio please call

I complaint their ad that put on the BNN Bloomberg which starts out "Calvin, meet your father"…read more The story of the ad has included the death of Calvin's mother that reminds me my darkest and deepest painful memory in my life when my mother passed away. It makes me stomach sick and very emotional every time I see it on the BNN everyday as this is my work channel. I asked Raymond James and BNN Bloomberg to remove this ad providing my reason, but they ignore me with no response. Now, I am wondering if they ignore my pain, they will ignore the same of your pain when they loss your money in their management. Raymond James seems has no emotional and no responsibility in someone's life saving.

From the owner: Financial Planning, Investment Services, Retirement Planning, Insurance & Tax Planning.read more