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Astrolabe Financial Group Inc.

Astrolabe Financial Group Inc.

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5.0 Google Review
1775 Courtwood Crescent, Ottawa, Ontario, K2C 3J2, Canada
(613) 221-6061 astrolabefinancial.ca
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May 3, 2018
My wife and I were considering retiring and we decided to choose a fee-for-service professional to evaluate and create a portfolio for our situation. Ryan advised us on the feasability and formulated a very in-depth study, in writing, that detailed not only our current situation, but provided a precise plan for the next couple of years. It involved rearranging some investments and getting away from unnecessary fees at other institutions. The result was a large savings in expenses that immediately was greater than the fees charged for the review. We came out ahead and have a steady path for our future now. I think the greatest take-away from our experience with Astrolabe is the confidence they instilled in us that we were safe to retire without any cloud hanging over us. Finally, it is reassuring that they are always there for a quick question or two as our financial situation had a small change. The service is very professional and personal. We'd recommend anyone take their complimentary introduction meeting so you can make your own decision to hire their services.

May 28, 2018
I received exceptional results and an immediately executable financial action plan from Ryan Kerr at Astrolabe. My wife and I can now move into our pre-retirement phase with confidence and ease of mind. We will be able to optimize our financial situation while avoiding paying high management fees on the investments in them. I highly recommend Ryan and Astrolabe for anyone who wants to take control of their finances.

Mar 21, 2018
I am happy to highly recommend Stevan and Astrolabe financial. I am very happy with the portfolio and retirement planning advice I have received. Stevan made seamless adjustments in portfolio suggestions as my risk tolerance evolved. He walked me through and provided additional information above and beyond to help raise my comfort level with unfamiliar asset classes. All in all I would say they provide excellent value for quality fee for service financial advice.

Jun 9, 2018
Several years ago my husband and I decided to change to the fee-for-service financial planning model, and we began working with Stevan Dostanic at Astrolabe Financial. The quality of service Stevan provides is exceptional. The comprehensive financial plan which we received has provided us with peace of mind, knowing that we have a framework for both our short and long-term goals. I would highly recommend Astrolabe Financial to anyone looking for knowledgeable, personalized financial planning advice.

Feb 28, 2018
Astrolabe Financial has provided my family and I with excellent service since acquiring their services in 2014. If you are looking for a professional fee for service financial planner, I would highly recommend Astrolabe Financial.

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