Financial Advisors

Julia is incredibly knowledgeable, and is filled with great advice. She created a very thorough, and personal plan for me that will help me stay on the right track to achieve my goals. I look forward to continue to work with her throughout the stages of my planning needs.

Look no further if you want honest and trustworthy advice. Brendan is a genuine and honest professional who will not lead you a stray. He understands the market and thinks long term, helping you ignore the fluff, gimmicks and schemes that have begun the saturate the market. When I first approached Brendan I knew nothing about the market and I am now 100 percent confident that I will reach my financial goals through simplicity and consistency.

CIBC has been the most frustrating business regarding customer service experience. I would highly recommend a different bank, as CIBC regularly fails to provide efficient and friendly service. I recently had a typical experience at this branch in particular. I asked for written confirmation of why they were unable to process my cheque, which they refused to give. Instead of complying with my request, they sat me in the waiting room for over 40 minutes, while I watched them dial the CIBC toll free number just to prove me wrong. It felt spiteful and impersonal, as the manager refused to see me despite my repeated requests. I understood why they were unable to process my cheque, however, all I was requesting was written confirmation on how they were unable to provide me a service. Any respectable business would have easily complied, but as CIBC is regularly below par with customer service they naturally refused. Again, I would recommend avoiding CIBC at all possible costs if you value customer service.

Visionvest has helped us build a good portfolio. We have built a very good relationship with all of them

Dave Lee is very knowledgeable and convincingly answered all my questions while providing extremely helpful perspectives. I highly recommend his services for anyone interested in wealth management!