Financial Advisors

The people at Thompson & Wagner ensure that the clients' welfare stands central. This well established business has been in operation for over 40 years in Fairview and has an branch office in Peace River.

Best staff ever

I've used this H & R Block for the past several years. Very convenient, and I didn't even need an appointment. Wayne fit me right in.

Friendly, knowledgeable, professional and efficient! You won't find a better group of people to look after your hard-earned money. We've been working with Plan-it for a number of years now for different types of investments, insurance and health care plans. They go above and beyond to make sure you're well taken care of! You'll watch your money grow and have peace of mind, knowing your advisor is personally invested in your well-being.

Awesome experience!!! Kris made the process of developing a comprehensive financial plan very smooth and achievable. Everything was explained to us along the way so there was no confusion as to what our funds were doing or how they were working towards our financial goals. It's reassuring to know that someone with Kris' knowledge and care is looking after our investments and ultimately our future financial plans! The team at Perry Securities Ltd. has been a pleasure to deal with as well. Doug took care of all of our insurance needs and Kris' Administrator, Joan, is always helpful and efficient. I really can't say enough about how pleased we've been with Kris and Perry Securities Ltd.

Mitch was very professional and was able to give us expert advice on life insurance. This company was able to save us money and ensure we had the right coverage. I would highly recommend Mitch and the professionals at Rubbix Risk & Wealth Management!