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Clayton Financial

Clayton Financial

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5.0 Google Review
8003 102 St NW #203, Edmonton, Alberta, T6E 0B9, Canada
(888) 988-1877 claytonfinancial.ca
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Dec 19, 2017
I booked an appointment with Melanie Wade after meeting with a financial advisor at a larger establishment to get a second opinion. Melanie was extremely courteous, organized and well versed in the world of mutual funds and investments. Melanie went through the investments that I had, explained them all to me and discussed comparable products with me that I can switch to, with a list of pros and cons. It is not often that you find a financial advisor who is willing to spend so much time doing background work, research and basic training on financial planning for an individual who is not yet a client. All the while being very understanding of my lack of knowledge of the details and nuances of her business. She was much more thorough than anyone that I have met to date. I have since begun to transfer my RRSP investments over to Melanie and am recommending her to everyone I meet. Adeel Qureshi AQurate Bookkeeping and Consulting

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Opening Hours

Mon:8:30 am - 4:30 pm
Tue:8:30 am - 4:30 pm
Wed:8:30 am - 4:30 pm
Thu:8:30 am - 4:30 pm
Fri:8:30 am - 4:30 pm