Financial Advisors

I switched our investments over to Ecivda in Late 2015 after what I considered dismal support from our previous financial planner. I had known Shawn for years and knew he would be a moral, upright and honest person to entrust my retirement investment needs to. Certainly, being a Certified Financial Planner and tailoring my portfolio to my retirement and estate planning needs for Karen and I, was important. The smallest things like getting summarized quarterly reports from Shawn is important to us. I highly recommend Ecivda Financial Planning.

Matt Shipley is the real deal! Knowledge and integrity with a foundation that the client's needs are most important. This is the fifth year I have worked with Matt and he has proven this to me year after year with every interaction. I highly recommend Matt to anyone who wants "client focused" financial management.

My wife and I used to have our money invested with Scotia McLeod and after several years of seeing our portfolio decline we moved our money over to Edward Jones with Alberto Carbo as our advisor. It has been five years now and our average percentage of return over those five years has been 9%. Alberto's savvy selection of stocks earned us a better return on our money and that has allowed me to make plans for an early retirement. I highly recommend this Edward Jones office with Alberto Carbo as your advisor.

This place is just wonderful! I get my taxes done here and everyone is so friendly and nice

I have had Sean as my advisor for many years and I am more than pleased. I used several other advisors before with disastrous results. I have referred friends to his office also. They all thanked me. I know that he always looks after my best interests and stays current with my portfolio and my financial needs.