Best Financial Planner in British Columbia reviews

The other negative reviews are on point, check through those because I actually got the same experience as them. Met with a rep named Thea Niu, she started off already rude and pissed. When I said I wanted to open a savings account, she instantly got...

Rhys has been fantastic to work with. He worked tirelessly to find us exceptional rates, fill out paperwork and troubleshoot when we ran into difficulty with the third party. He was across all the details, even catching and negotiating for us something...

There is no accountability through this bank. I call the 1-800 number to clear things up and they tell my to call my local branch. Upon calling the local branch, I waited two weeks for a call back that never happened. Upon going into the bank and...

Not good customer service all three times I had to come to this branch in the last month. 1st appt: the agent wasn't in (and hadn't bothered to cancel) and the person I finally saw was constantly distracted. 2nd appt: the person made a serious...

Has been waiting for an hour. Super slow! The stuffs are so untrained! Every questions I asked, he has to ask the other lady! I request a print out statement, it needed to pay $5. No other bank does like this. What an amazing experience!

I was pleasantly surprised by the financial plan we received and the presenter, Jon, was very personalble and knowledgable about what he was talking about. To summarize, the plan (if it goes as presented) will give us a decent income and peace of mind...

One of the worst banks I’ve ever had the displeasure of using. Wait times are unusually and consistently long. I get asked what I’m using my money for. They hire security because of how sketchy their users are. Only 1 location in Vernon… will...

Smooth sailing with Benji and Tasha. Makes a consumer proposal simple to understand and the process easy and painless.

Highly recommend

Thank you BMO! All you did is to delete my review. Please look into my profile on where I usually spent my money at as well as how much do I spent (frequently dine out at places which charges few hundreds $/ person), and keeps challenging my ability...

My wife and I had the pleasure of working with Bily to develop a short term financial plan to help us meet our long term goals. Bily guided us through a thorough process where he came to understand our spending/goals and created a tailored plan for...

I have been with Joel for almost 15 years. I have and do recommend him to friends, family, and coworkers.

Usually got OK service, though dealing with phone calls was always a pretty frustrating experience, but they moved recently and I can’t believe they chose the location they did. I spent so much time wandering around trying to find their new location...

I frequent this BMO for business deposits etc and I've never had a negative experience. The staff are always friendly and helpful, and the line is usually quite manageable.

Thank you Daniel Luu, for the amazing help during my lunch break last week (west Georgia location) to fully explain imvestment options and what the risks are with each choice. Approached this years ago elsewhere and I left that office feeling uneasy...

More Corporate indifference. You would think considering their record breaking profits off the backs of their clientele they could at least post accurate hours, but unfortunately I had to drive here to find out they're closed, despite it showing...

She was very professional and helpful in getting us an awesome deal on our mortgage! Thank you

Great service. The tellers are all very cheerful and eager to help. The bonus is the water bottle re fill station. I've never seen that in a bank. Pretty cool

The staff I met here are friendly and most importantly helpful, which is part of nice memories during my two-day-visit in greater Vancouver area.