If you need financial advice of any kind, I can't recommend Shelley and the Pension Specialists enough. This house which is converted into the office automatically makes you feel more comfortable that a more corporate setting. She keeps her wording understandable and familial. When not meeting, she will contact you through email to keep you updated on any investments or potential changes you should be aware of to you funds. We are extremely happy with the Pension Specialists. read more

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Went to figure out what to do about investing my pension after my employers went out of business. I know very little about financial matters so I was really nervous. On a recommendation i tried The Pension Specialists. They put my mind at ease in a hurry. From reception to meeting's end, I couldn't have hoped for a better experience. Thank you Shelley for making this an easier process. read more

The Pension Specialists - Financial Advising Near Me - Whitby, Ontario