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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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Google Reviews

Refresh Reviews 5.0


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

The Chemistry of Whiskey Aging: Impact on Taste and Quality

#whiskey #smithville

Aging is a critical stage in whiskey production. The choice of cask, the length of maturation, and the aging environment all influence the spirit's final character. But what are the...

Smithville Whiskey

The Grain Game: How Grains Shape the Soul of Whiskey

#whiskey #smithville

Whiskey, a beloved spirit savored around the world, is a product of nature's simplest ingredients. At its heart, whiskey is nothing more than water, yeast, and most importantly,...

Smithville Whiskey

Creating Magic in a Barrel: A Step-by-Step Guide to Crafting Traditional Whiskey

#whiskey #smithville

Hello, whiskey lovers and budding distillers alike! Today, we're taking a fascinating journey into the heart of the distillery to uncover the meticulous step-by-step process of...

Smithville Whiskey

Grain Games: The Whisky Character Playground

#whiskey #smithville

Hello, whisky wanderers! Ready to hop, skip, and jump into the rollicking world of grains and their whimsical influence on whisky character? From the robust charm of barley to...

Smithville Whiskey

The Fascinating History of Whiskey: From Earliest Origins to Present Day Popularity

#whiskey #smithville

Whiskey, a distilled alcoholic beverage made from fermented grain mash, has a rich and fascinating history that dates back centuries. Its story traverses continents, cultures,...

Smithville Whiskey

Whiskeys of the World: Types and Distinctions

#whiskey #smithville

Whiskey, a beverage enjoyed globally, varies considerably in its characteristics, production methods, and styles. Different countries and regions have their unique whiskey styles...

Smithville Whiskey

Female Bootleggers of Prohibition: Stories of Defiance

#whiskey #smithville

Prohibition, the legal enforcement banning alcohol sale and consumption in the United States from 1920 to 1933, was a unique period that saw a rise in illegal activities designed...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey


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