With the professional help from Amber S, I was able to invest my money and will have something saved up for when I retire. And I have a great life insurance plan that will take care of everything when I'm gone.
Can’t say enough good things about WFG and more so Warren Kaczmarek. Warren was able to help me set up life insurance, a TFSA, traveling insurance, critical illness insurance, investments and a few other smaller things. Warren made sure that I understood everything Crystal clear and answered any questions I had in a professional manner, no matter the day of the week. Thanks to Warren I am now not only saving money but watching my money grow! I highly recommend people to reach out to Warren and see how he can help them.
I had an appointment to look over my finances with world financial group. They helped me switch from mortgage insurance to life insurance to ensure my family was protected and help me with savings. They were very helpful and professional.
WFG has been so helpful for us to have a better saving plan, Jordan Hagens is always helping us to understand our investments and how to get the best results.
We started working with Bailey Radford about year and a half ago and followed her direction towards our financial growth and stability. This young lady knows what she is talking about. We trusted her experience and guidance throughout this process. We are so thrilled to see our financial growth and peace of mind. Who ever is looking for any financial advise I would highly recommend Bailey Radford.
Extremely knowledgable and friendly staff. Jessica and Cierra really helped educated me on what I was invested in the bank, went from a 2% return to over a 10% return.
I would 100% recommend WFG and more specifically Chantal and Kalee. Both are extremely knowledgable and informative regarding policies that would apply to me and where I could gain the most benefit.
Jason Gauthier was able to help my husband and I get set up with Life Insurance and Critical Illness. He took a ton of time with us to explain everything and make sure we were set up with a plan that made sense for our lives. He has also helped me with Extended health insurance for my staff in my business.
He listens to your needs and makes it happen. Highly recommend:)
All I can say is WFG is the best company out there (no gimmicks) that’s helping people. Bailey R, is super professional, courteous, forever smiling, positive, humble, truthful and puts ones needs first. She is more than just a face of WFG and more like a wise sister. You can tell whatever service Bailey offers/provides, has been well thought out. WFG gives her the tools to bridge into the future for their clients, to leave bad choices and mistakes in the past. Bailey is God sent and ready to assist anyone in a bind!
I was very skeptical at first when this company was brought to my attention but Warren absolutely changed that for me he is absolute gem if you ever need help financially or with any kind of insurance Warren is your guy
I am a very busy person with little knowledge when it comes to investing my money. Choosing World Financial Group was the best decision I have made. Jason Gauthier has helped me so much with understanding where and why I should be investing. He is always there to answer my questions and I am so pleased with his efforts. For anything from Rrsps to insurance I highly recommend World Financial Group and Jason!
Jason Gauthier has been an awesome financial advisor for my husband and I! Things have changed in life, so financial needs are different. Jason actually spent a LONG time with us, to help us figure out what our needs are, where we want to go and a great plan of action. He has constantly, almost weekly, kept in contact with us, informing us of what we need to do, how things have progressed. I am so pleased and excited to work with him. He is definitely taking very good care of us! I highly recommend Jason to everyone I talk with, and whoever reads this, Jason would be my pick of a Financial Advisor to work with. His energy and passion for what he does is so obvious!
Jason Gauthier was professional, straight to the point, and was able to answer all the questions my wife and I had. He was thorough, went in depth, and clearly explained our options and outcomes from start to finish, I would Highly recommend this service and institute to others. Look forward to continuing my role with them Cheers
I highly recommend WFG! Always a pleasant experience and the representatives are very knowledgeable. They've helped me feel so secure and prepared for mine and my family's future.
I have my insurance with this company. The service I have received from Shannon has been educational and professional at all times. I would definitely refer them to anyone looking for insurance.
We sat down (via zoom) with Bill, Wendy and Shannon a couple months ago, to discuss life insurance. They were all very knowledgeable, kind and passionate about what they do. We are now set up with coverage that I am very excited about. Thank you to the Drayton Valley team! You are all absolutely fantastic!
My family and I have had the greatest experience dealing with Jason Gauthier! He has been incredibly accommodating with our meetings and makes sure times work for us and our kids bedtimes, even if it means he works late. He has also been extremely patient with all our questions and concerns, and he really makes sure we understand what is going on. We were also impressed with all the extras the company does (charity etc) and how they take care of their clients. They make you feel very valued and make things as easy as possible, which I appreciate. Our experience so far has been great and I would recommend this company (especially Jason) to everyone!
I entrusted my retirement savings with World Financial Group and it was one of the best decisions I have ever made. The office was clean and professional and the staff were extremely courteous. There was never any pressure applied and all decisions were mine. Any questions I had were answered to my satisfaction. The proof is in the pudding and my agent, Nick Schmidt was able to significantly add to my portfolio in less than a year during a time when the global economy was in crisis. I highly recommend the services of this organization. Give Nick a call, you will not regret it!
Chantel is a warm friendly person in general and you feel it right away. She takes her time getting to know you before anything else. She likes to understand you first, which I felt comforting. She was also always available to help explain even the simplest things. I’m feeling financially stable for the first time in my life and no, it’s not just because of Chantel. Putting in the time to think about it, with her cheering me on, gave me a lot of confidence. Now here I am, during a pandemic, not terrified.
World financial group is a great place to learn and enforce good money and spending habits. It is a one stop shop for almost all of your financial needs. Advisors are professional and respond in an appropriate time frame. My advisor is Jason Gauthier and he is always helpful and has the clients best interests in mind. I would recommend their services.
Be aware that this "broker" is primarily pushing insurance from its sister company without making you aware of the conflict of interest. There are expensive exit fees. Make sure you do your research. Do not sign anything without taking a day to research!
Great customer service. We have been a clients for about 3 years now. We have always had excellent advice and service from agents Kevin and Nicole Rogers. They have helped us save money and invest the saving at the same time. Better life insurance and critical illness insurance then the bank offered for less money. Then Investing then saved money and watching it grow. A dynamic team that changed our financial lives!