Client Focused. Results Driven.
Our Story
At Navigator Financial Services Inc., we understand that navigating the complexities of financial planning can be overwhelming. That's why we're dedicated to providing personalized and comprehensive financial planning services to our clients. Our team of experienced and professionally qualified financial advisors and portfolio managers are committed to helping you achieve your financial goals and secure your financial future.
Our Mission
Our mission is to provide our clients with the guidance and expertise they need to make informed financial decisions. We believe that every individual deserves a secure and prosperous financial future, and we're committed to helping you achieve it. Our team is passionate about delivering exceptional service, and we're dedicated to building long-term relationships with our clients.
Our Services
At Navigator Financial Services Inc., we offer a range of financial services designed to help you achieve your financial goals. Our services include:
- Personal and Comprehensive Financial Planning
- Estate Planning
- Retirement Planning
- Investment Planning
- Risk Management
- Financial Seminars and Education
- Ongoing Support and Guidance
Our Team
Our team is composed of experienced and professionally qualified financial advisors and portfolio managers who are dedicated to providing you with the highest level of service. Our team members hold various designations and certifications, including Chartered Financial Consultant (Ch FC), Certified Financial Planner (CFP), and Registered Retirement Consultant (RRC), among others.
Our Principles
At Navigator Financial Services Inc., we believe that our actions are driven by trust, reliability, empathy, prudence, and innovation. We're committed to contributing positively to the quality of our clients' lives and their financial futures. We prioritize respect, confidentiality, and empathy in our approach, and we work exclusively for our clients' benefit.
Our Commitment
We're committed to helping you achieve your financial goals and securing your financial future. Our team is dedicated to delivering exceptional service, and we're passionate about building long-term relationships with our clients. We believe that teamwork is the ability to work together toward a common vision, and we're committed to attaining uncommon results in the financial planning and management industry.
Get Started
If you're looking for a trusted partner to help you navigate the complexities of financial planning, we're here to help. Contact us today to learn more about our services and how we can help you achieve your financial goals.
Overview of Reviewers' Experience
Positive Feedback
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings. The praises are centered around Lou's exceptional service, expertise, and personality.
Key Strengths
- Informative and Patient: Reviewers appreciate Lou's informative tips and patient nature, making them feel comfortable and confident in his services.
- Timely and Efficient: Lou's quick turnaround time and ability to complete work in a timely manner are highlighted as significant strengths.
- Personalized Service: Reviewers value Lou's willingness to be involved in their bookkeeping as much or as little as they want, making them feel valued and supported.
- Fair Pricing: The pricing is deemed fair, adding to the overall satisfaction with Navigator Financial Strategies.
Common Themes
- Trust and Confidence: Reviewers express their trust in Lou and his services, recommending him to others and looking forward to continued collaboration.
- Simplified Experience: The reviewers' financial lives are made simpler through Lou's expertise and guidance.
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