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InsureBizz is a financial services company that specializes in insurance and investments. Our team of experienced and qualified insurance advisors offers a range of insurance services, including term life, whole life, universal life, and critical illness insurance, as well as investment solutions such as registered education savings plans (RESPs) and tax-free savings accounts (TFSAs). We also provide retirement planning services and estate planning strategies for individuals and businesses. Our goal is to provide customer-focused solutions that meet the unique needs of our clients.
The reviewers have consistently praised Alex's exceptional service, professionalism, and knowledge, highlighting his ability to provide personalized care and adapt to their changing needs.
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TPC Financial Group Ltd. is a leading provider of financial planning and wealth management services to dentists and physicians across Canada. Our team of experts helps individuals and professionals manage their financial lives, offering a range of services including financial planning, investment management, tax planning, and more. With over 40 years of experience, we have built a reputation for providing comprehensive and personalized financial solutions to our clients.
The reviewers praise TPC Financial Group for their comprehensive financial planning, professionalism, and responsiveness, which has positively impacted their lives.
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Dixon Davis Financial Planning Corporation is a fee-only financial planning firm dedicated to providing unbiased financial advice to Canadians. With a team of experts, we help individuals create personalized financial plans to achieve their goals and live their best lives. From financial planning to wealth management, we provide a holistic approach to managing one's finances.
The reviewers praise the exceptional financial planning and counsel provided by Mark and Cole of Dixon Davis Group.
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Fischer Financial Services is a premier family-centric team of advisors specializing in wealth management, enterprise transition, and insurance services, providing personalized and effective financial planning solutions to help individuals achieve their goals and build a better financial future. With years of experience, our team, led by Vernon Fischer, is dedicated to building long-term relationships and fostering a positive impact on our clients' lives.
The reviewer praises Vern's professionalism, knowledge, and personalized service, making him highly recommended.
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Lorna Eastman Financial is a fee-for-service advice-only counselling firm serving clients throughout British Columbia, offering independent, confidential financial counsel and advice to individual and corporate clients in personal financial counselling, retirement, pension, personal, tax, and estate planning.
The reviewer felt the service was overpriced, poorly executed, and not worth the cost.
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The Wright Brothers Financial Services offers a comprehensive range of financial services, including financial planning, retirement planning, estate planning, investing, and insurance solutions, tailored to the unique needs of individuals, families, and businesses in the Greater Victoria area.
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Solguard Financial is a trusted and experienced financial services firm that specializes in helping individuals and families achieve their financial goals. With a team of experienced advisors, we offer a range of services including investment advice, retirement planning, estate planning, and more. Our team is committed to providing personalized service and expert guidance to help you make informed financial decisions. We take the time to understand your unique financial situation and goals, and work closely with you to develop a customized financial strategy that meets your needs. Whether you're just starting out or nearing retirement, we're here to help you build a brighter financial future.
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Adamek Financial is your one-stop hub for employee benefits, corporate insurance strategies, and financial planning. We handle all of our group benefits package, as well as personal retirement and financial planning for our employees. Our staff and their families are extremely pleased with the high level of integrity they receive. We are very happy with the great service and year-over-year consistent renewal prices negotiated for us.
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Peak Financial Group is a leading independent financial services company that provides a wide range of financial products and services to individuals, professionals, and families. With over 30 years of experience, they have built a reputation for providing unbiased and personalized financial advice. Their team of over 1,500 registered advisors and employees across Canada offers a comprehensive range of services, including financial advice, private wealth management, insurance, and mortgage services.
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At Hatch & Muir, we provide unbiased financial advice, comprehensive financial planning guidance, and wealth management services to help you achieve your financial goals. Our team of experts will work with you to minimize tax, legal, probate, and other administrative expenses, ensuring your financial wishes are respected, documented, and carried out. We offer a range of services, including retirement planning, estate planning, pensions, educational seminars, and more. Trust us to help you make informed financial decisions and secure your financial future.
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Our team at Exceptional Wealth Management Canada is dedicated to helping you achieve your financial goals. We offer comprehensive financial planning, investment advice, and risk management solutions to individuals and businesses. Our team of experts, including certified financial planners, life insurance advisors, and administrative assistants, will work with you to create a personalized plan that suits your unique financial needs. Whether you're looking to plan for retirement, manage your assets, or protect your wealth, we're here to help you make informed decisions and build a secure financial future. We pride ourselves on our exceptional client service, personal approach, and commitment to helping our clients achieve their financial dreams. By combining our expertise with your goals, we'll help you create a plan that's tailored to your lifestyle and financial situation.
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Paragon Private Wealth is a Canadian wealth management firm offering tailored investment management and financial planning services to individuals, private companies, family trusts, and foundations, with a focus on capital preservation, long-term growth, and exceptional client service.
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British Columbia Investment Management Corporation (BCI) is a leading asset manager that provides investment management services for British Columbia's public sector. With $250.4 billion of gross assets under management as of March 31, 2024, BCI is one of the largest asset managers in Canada. The organization seeks investment opportunities around the world and across a range of asset classes, converting savings into productive capital. Our investment returns play a significant role in helping our institutional clients build a financially secure future for their beneficiaries.
Exceptional work environment and pleasant atmosphere
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Meritage Financial Group is a team of dedicated Certified Financial Planners providing comprehensive financial planning, income modeling, exit strategies, and insurance planning to individuals and businesses. Our experts have years of experience and are committed to continuing education to ensure that our clients receive the best possible advice.
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