Get to the top of the directory by claiming your business!
Kris Podolski, CFP, Financial Planner, Perry Securities Ltd.

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

Claim Business
5.0 Google Review
10135 101 Ave #suite 102, Grande Prairie, Alberta, T8V 0Y4, Canada
(780) 532-7717
Read our review guideline

Write a Review

Loading…

Write a review
Be the first to write a review.

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

Tax Advantages of Investing in Costa Rica Property

When evaluating international real estate investments, taxation often becomes one of the most decisive factors influencing long-term returns. Costa Rica has built a strong reputation...

Kindred Consulting C.R.

The Science of H2O: Why Water Matters in Whisky Production

#whiskey #smithville

Water, water everywhere, but not a drop to drink? Not so in whisky production! Here's a playful dive into the scientific significance of water in crafting the spirit we all adore....

Smithville Whiskey

How to Invest in Costa Rica Real Estate

Investing in Costa Rica real estate is a structured process, but success depends on following the right steps and working with experienced professionals.

Kindred Consulting C.R.

The Art of Distillation: How it Shapes the Flavour of Whisky

#whiskey #smithville

Hello, whisky enthusiasts! Today, we're embarking on a spirited exploration of one of the most significant steps in whisky-making: distillation. We'll delve into how this intricate...

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 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

A Whiskey Journey: From Water Source to Distillery

#whiskey #smithville

Every whisky connoisseur will tell you that the secret to a great whisky lies in three key elements - grain, yeast, and water. But did you know that it's the water, often overlooked,...

Smithville Whiskey

The Great Whisky Adventure: A Journey Back to the Earliest Drops in History

#whiskey #smithville

Join us, dear readers, as we embark on an exciting journey back in time, tracing the footsteps of our whisky-loving ancestors! From the mystic east to the rugged Celtic lands,...

Smithville Whiskey


Own this business?

Claim Your Business
• Update your photo and information
• Get notified when reviews are posted
• Respond and manage your reviews
• Select badges and keywords

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