Best Financial Planner in Alberta reviews - page 3

Incompetent employees who ended up wasting 2 hours of mine during my work. They’ve hired people who have no idea what banking is. It’s a painful ordeal.

I’d stay away from BMO.

We have bounced around between various advisors and different financial institutions over the years. Until we eventually began working with the team at InvestorDNA. We are very happy with the service that we are now receiving! The explanations that...

I was just helped by the most wonderful person. They were kind, informative, professional and compassionate.just a lovely human being.

My wife had several appointments set up with Desmond about a fraud that happened on her account. He scheduled 2 phone calls with her and didn’t bother to answer either. The incompetence and lack of basic communication is truly astonishing. No apology...

Portfolio Strategies has provided the perfect place for my wealth management practice. It is an amazing and refreshing place to grow. From their compliance, to embracing technology, to providing a complete product shelf of ETFs and Mutual Funds, This...

I went into the bank with my 80 year old grandma and was helped by the Assistant Manager Kaitlin. She was so kind and helpful. She treated my grandmother with respect and patience as my grandma doesn't speak English very well. It was very basic...