Financial
Wealth Management
Investments
Insurance
Mutual Funds
Annuities
Health Benefit
RRSP
Stock
TFSA
Addis Tax Accounting
291 Carnduff Pl, Nanaimo, British Columbia, V9R 6Y5, CanadaSitka Wealth
5164 Owlstone Pl, Nanaimo, British Columbia, V9T 0B4, CanadaEdward Jones
5353 Georgiaview Crescent, Nanaimo, British Columbia, V9T 5Z7, CanadaIPC Securities Corporation - Darren Reid
4180 Island Highway North, Nanaimo, British Columbia, V9T 1W6, CanadaHinkkala & Associates Financial Services Inc.
100-5279 Rutherford Rd, Nanaimo, British Columbia, V9T 5N9, Canada
Andreas is the MAN! His team is great....If you are a seasoned investor or new to the idea, if you have a multi million dollar company or just starting out, if you want your money to make money for you Andreas is the only person you need to talk to. Andreas is easily one of the most intelligent people I know, he will take the time to listen to your wants and needs and then suggest the best possible way to achieve your goals. Andreas and Mandy, thanks for everything!...
Jordan Theedom
Arbutus Financial
4515 Uplands Dr #2, Nanaimo, British Columbia, V9T 6M8, CanadaEdward Jones
6188 Raphael Dr, Nanaimo, British Columbia, V9V 1M2, CanadaSun Life Financial Nanaimo
241-4750 Rutherford Rd, Nanaimo, British Columbia, V9T 4K6, Canada
I feel hard pressed to rate this company this high. When I first got my policies the agent I had in Ontario made a point to contact me via phone on a regular basis. He reviewed my policies and made suggestions for course corrections along the way. Since coming to Nanaimo the service has been terrible and advice worse. Not impressed.
Mark De Leon - Sun Life Financial Advisor
4750 Rutherford Rd #241, Nanaimo, British Columbia, V9T 4K6, CanadaIrvine Financial Inc.
4553 Uplands Dr, Nanaimo, British Columbia, V9T 6M8, Canada
I moved north. However, when I was later leaving nursing, I went through a financial crisis. I contacted their office explaining the situation and asked what my options were. I was told I had one month's grace on payments. When their company withdrew the payment anyways, from my thinly spread bank account, it created a domino effect on the bills that were meant to be covered by the funds therein. The result was an enormous cascade of bank fees at the worst possible time. I then contacted their office again in order to cancel automatic withdrawals, which was done. After a merry-go-round of emails back and forth with the receptionist, and unanswered emails to the company, I was then told I would have to pay for the whole year in one lump sum; during the midst of a financial crisis that they had made much worse. During all of this time, I never once got to speak to my broker, Mr. Irvine. And all of this raised an extremely concerning question: If they treated the person that gives them money in such an unaccountable way, how would they treat my beneficiary to whom they were being trusted to give money after I am gone?
I cancelled my contract due to lack of trust.
I have long since recovered from that crisis, but have had no interest in renewing a contract with this company, nor could I recommend this business.
Financial Horizons Group
5148 Metral Dr #unit 1, Nanaimo, British Columbia, V9T 2K8, CanadaAdonai Financial
5144 Metral Dr, Nanaimo, British Columbia, V9T 2K8, Canada
John Palmer of Adonai Financial is a very experienced financial planner and personal insurance advisor. John's experience shows in his great insight into wealth management and personal insurance. Keep up the great work John!
Woods Lifetime Financial
5180 Dublin Way #101, Nanaimo, British Columbia, V9T 2K8, Canada
Broad knowledge, gave all information so we could make an informed purchase, did not push only expensive options, prompt with returning messages and following up.