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Kris Podolski, CFP, Financial Planner, Perry Securities Ltd.

Kris Podolski, CFP, Financial Planner, Perry Securities Ltd.

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5.0 Google Review
10135 101 Ave #suite 102, Grande Prairie, Alberta, T8V 0Y4, Canada
(780) 532-7717
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Mar 1, 2017
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. Kris' Administrator, Joan, is awesome!! She's always helpful and efficient. I really can't say enough about how pleased we've been with Kris and Perry Securities Ltd.

Sep 5, 2017
Kris is amazing to work with. I trust him completely with managing my investments as well as financial advice. What I enjoy the most about working with Kris is his ability to explain things thoroughly and make sure I understand our direction before we proceed. As well as his honesty.

Sep 4, 2017
Kris has given us great advice as a Financial Planner. He has worked with us to create a diverse portfolio that works for us. He is a professional, prompt to return emails and is truly passionate about what he does. We have recommended him to family and friends.

Jan 30, 2017
Kris works very hard for us and we are very pleased with the results. He communicates on a regular basis and always returns our phone calls or messages in a timely manner. Kris displays patience and good listening skills. He takes the time to understand our goals and provides feedback accordingly. We find his office is organized and his assistant, Joan, is pleasant and welcoming. Whether you are new to financial planning or looking for someone to help you grow your existing portfolio, we would not hesitate to recommend Kris!

Sep 5, 2017
I wouldn't hesitate to send family or friends to go see Kris. He is a true professional who is dedicated to his clients and career. five stars all day!

INDUSTRY BLOGS

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Opening Hours

Mon:9 am - 5 pm
Tue:9 am - 5 pm
Wed:9 am - 5 pm
Thu:9 am - 5 pm
Fri:9 am - 5 pm