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At Wolfond Financial, we believe that everyone deserves to have peace of mind about their financial future. That's why we provide personalized financial planning services to individuals, families, and businesses throughout Canada. Our team of experienced financial advisors will work with you to create a tailored financial plan that aligns with your unique goals and values. We take the time to understand your financial priorities and objectives, and develop a comprehensive financial strategy that incorporates investments, insurance, retirement planning, tax planning, group benefits, and estate planning. Our goal is to help you achieve financial freedom and security, so you can enjoy the things that truly matter to you.
The reviewers praised the company's financial expertise, personalized service, and successful investment strategies, with numerous authors highlighting specific benefits and outstanding customer service.
One reviewer, Ron Spring, gave a 4-star rating due to the company's limited investment options, but still praised their exceptional service.
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Wascana Financial Group is a recognized leader in providing trusted financial services, products, and advice, and professional relationships. We offer professional financial planning advice to help you make confident and informed financial decisions. Our services include individual retirement planning, business continuation planning, employee benefits, and wealth optimization programs. Our team of experienced financial security and investment representatives are dedicated to making a positive impact with every life we come in contact with.
The reviewers praised Shane and Wascana Financial Group Inc. for their professionalism, expertise, personalized service, and commitment to their clients' financial well-being.
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Brothers & Company Financial Consultants is a Regina-based financial planning firm that has been providing personalized wealth management services to individuals and families for over three decades. With a team of experienced professionals, we offer comprehensive financial planning, investment advice, and estate planning services tailored to our clients' unique needs and goals. Our team takes the time to understand each client's values, goals, and aspirations, and provides transparent and personalized guidance to help them achieve their financial objectives.
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Parwez Financial Group Ltd. is a financial services company offering insurance solutions for individual and corporate clients. Our team of experts provides strategic planning and tailored solutions for estate and financial planning, wealth accumulation, and risk management. We specialize in corporate life insurance for businesses and farms, as well as individual pension plans and retirement planning. Our goal is to provide our clients with financial security and a better quality of life.
The reviewer praises Adnan's professional and personalized approach.
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Astra Financial Services offers a range of financial planning services, including retirement planning, tax planning, CPP and OAS timing, investment management, divorce financial planning, and cash flow planning. Our team of experts, led by Certified Financial Planner (CFP) Zena Amundsen, provides personalized service to help individuals achieve their financial goals. We take a client-centric approach, prioritizing our clients' best interests and avoiding conflicts of interest. Our services are designed to simplify and organize your finances, helping you achieve financial freedom.
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Leipert Financial Group is a financial services company providing wealth planning, risk management, and employee benefit services to families, business owners, and individuals. Their team of experts helps clients achieve their financial goals by creating personalized plans and strategies. With over 53 years of combined experience, they aim to provide exceptional service to their clients and communities.
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Portfollio Access is a professional financial planning firm dedicated to helping individuals and families achieve their financial objectives. Our team of experienced advisors provides personalized services in financial planning, retirement planning, estate planning, tax planning, and portfolio analysis. We take the time to understand our clients' unique needs and goals, and work closely with them to develop customized financial plans that help them achieve peace of mind about their financial future. With a focus on investor education and trust, our goal is to help our clients make informed decisions about their financial investments and build a secure financial future.
The reviewer praises Kelly and his team for their excellent quality and customer service.
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CC&L Private Capital is a leading wealth management firm, providing innovative investment solutions and exceptional service to individuals, not-for-profits, and advisors. With over 25 years of experience, our team of experienced Wealth Advisors, money managers, and leadership work together to provide a comprehensive approach to wealth management, helping our clients achieve their financial objectives.
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At GP Financial Services, we provide personal financial planning and investment management for individuals and families. With over 40 years of combined planning and investing performance, our team of Financial Planners work with clients to create a detailed profile of their current financial position and provide professional advice and guidance in Retirement Planning, Financial Management, Investment Planning, Insurance and Risk Management, Estate Planning, and Tax Planning.
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