Financial Advisors

My wife and I have been working with the Grow Your Wealth staff since 2014 and have using all of the services offered except the Educational Planning. I can say first hand that the client service is outstanding. Prompt replies to questions, timely notification of changes that can impact our financial situation and well thought out suggestions on portfolio improvement are just a few examples. We have used a few other financial planning companies in the past and my wife and I were less than impressed. We always felt left out of the loop with regards to what our investments were doing. This is not the case here. The Team at Grow Your Wealth goes out of their way to ensure we not only know what’s going on, but understand it. Everyone wants to make money with their investments, that’s why we invest. However, not every horse is a winner. Having a sound plan to deal with both is what sets this company apart. The risks of each investment we have made were carefully explained and we have done well for the most part. On the few occasions where things did not pan out as well as we had expected, a plan was put in place to recover and move forward. I have recommended this company to my close friends and will continue to do so. The service is amazing, the advice is sound and the staff care about what they are doing.

Been with Rayelene for a few years now and I have seen good returns on my investments. She's been great for retirement planning and goal setting it gives me peace of mind knowing we are putting away enough. Also she knows the Suncor pension plan well.

Sometimes, you need a second opinion, a fresh set of eyes to review your current situation. When it comes to financial or insurance advice we are often reluctant to get that second opinion because we don't want to be sold, and let's be honest deep down we think all advisors just want to make a sale. Kent Zadko is different. I have heard Kent speak numerous times and am always impressed with the depth of care and concern he displays for his clients. I talked to Kent years ago about my insurance coverage and he gave me his advice and several times since then he's been kind enough to give me advice on other insurance policy matters. I'm not a client, yet. It's been years and Kent has never been pushy or tried to sell me, he has always been professional, courteous and helpful. Do yourself a favour and get a review of your existing policies by Kent Zadko, you'll either get better policy recommendation or the piece of mind that what you have is sufficient - either way you win.

I really enjoy the service and friendly people at the Fort Saskatchewan branch! I get valued customer service every time I go there.