Best Financial Planner in British Columbia reviews - page 3

Great service! They are always so accommodating and kind. Very happy to do my banking here!

I had above and beyond service, I wished i had got the names of both the teller and the girl who renewed my account today and made sure I was set up as I had a travel to get home, on the gulf islands. Thank you so much, best service ive ever...

We visited this branch while travelling before thanksgiving a few weeks ago. Teller said we had to make an appointment for what we went in for - something we haven’t had to do before. Went back to our branch without an appointment and the teller...

I’ve left a few reviews but this is the first bad review I’ve ever left. Back in August 2023 I came to this insurance place to switch from Alberta car insurance back to BC car insurance (I had temporarily left for school). November 2022 ICBC gave me a quote...

I found the Branch very helpful and looked after what I required in a timely matter

I went there on Thursday august 10th around 2pm. The front desk guy who was wearing OVO, when I asked him to help me with new credit card he sighed. He then told me I have to call the company and that he could not. When I asked him if he could do it as the...

Thank Julie Zhou for her help. We relocated from Toronto last year. She helped us set up the accounts and followed up with us in time for investment renewals. She is professional and gave us useful advices. Her recommendations and helps have made our...

I have never had an issue with this location but I just had the worst service ever from here with Diana. She seemed pretty new there. No greeting even though I said “Hi” and her attitude was rude.

Terrible customer service, puts some money down on my car loan there only to find out that the money never made it to my car. Now I have to wait a week cause they have to look at the security cameras to find out how dumb they are. Absolutely...

I had the pleasure of working with Sara, a personal banker at this branch, and I couldn't be more satisfied with the level of service I received. Sara goes above and beyond to ensure her clients' financial needs are met. Sara's...

This business is NOT friendly to LGBTQ+ individuals. I specifically visited the branch to update my legal name and flag the correct pronouns/prefixes to use when referring to me. Issues: - Mail is incorrectly prefixed, which I was told during an in person...

Paul Jackson has proven himself to be a very trustworthy and highly knowledgeable financial advisor. We have entrusted our financial planning to him for many years. Our children have now as well, as they have grown and now have their own families...

Made a phone enquiry (July 9,2023) to Rob about signing two sets of power of attorney and last will (drafted by another lawyer) and was quoted $300. Rob was aware the last will was drafted by another lawyer. We went to his office on July 11,2023, and...

I was selling a cpu to a person that uses this bank. The etransfer wouldn't go through after 4 times, then was completely declined despite him having enough fund for the 5th time. I requested the money and the bank decided to just cancel it on his...

The teller I spoke with here almost convinced me to end my banking relationship with BMO. Never had any issues of disrespectfulness at other BMO branches. But at this particular branch, the employee spoke in such a condescending way that it felt like...

Excellent branch at Parkgate Village. Friendly personal service, cannot recommend them more!

Daniel has worked with our family for many years and he has never disappointed us. His knowledge and expertise are exceptional and he has always been very accommodating and responsive to our questions and concerns; his advice has never failed us. He constantly...