Cancel

    Open app

    Search

    AIO Accounting Halifax

    5.0 (1 review)

    Services - AIO Accounting Halifax

    Accountants

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

    AIO Accounting Halifax Photos

    You might also consider

    Recommended Reviews - AIO Accounting Halifax

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    12 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Verify this business for free

    Get access to customer & competitor insights.

    Verify this business

    Investors Group - Jason Savoy

    Investors Group - Jason Savoy

    (1 review)

    West End

    I should pre-face this review with a couple things: I used to deal with Glen at IG but then he…read moreretired and Jason took over my account, that happened around 2-3 years ago. For the most part, Jason is a solid guy, nice, punctual, etc. You might be confused since I'm giving him a 1 star, well here's why.... I booked a meeting with Jason on the 7th to talk about how my portfolio looked to buy a house. At the time that I made the appointment I was still looking for a house, but by the time the meeting came up, I already put an offer on a house and needed to move quick. I mentioned that we needed to move quick to Jason and that I need financing by the 14th as per my agent. He rolled his eyes to the effect that my agent is being melodramatic about being so hasty and it only takes a day or two to get financing in place. I had originally gone to BMO for my mortgage broker but the guy I was dealing with went on vacation during the time I needed him and the guy that replaced him wasn't returning my calls. So Jason made two suggestions that would be in place by the end of the day: 1) IG would be my broker or 2) Bonnie knew the guy at BMO very well and she would get him to call me back (you can find my review of Bonnie Haywood here: http://www.yelp.com/biz/investors-group-bonnie-haywood-halifax?hrid=vJHJrJKMdwmC7yb3ZPeaAw) I hear back from Jason later that afternoon, we went with option 1, he sent me the application and I filled it out and sent it back the same day. This is where it all goes to hell. For the next 3 weeks, I was out of loop communication wise and Jason met the financing deadline by a day before (even though he said it would only take a day or two to process). They even mailed out the financing papers to me on the 13h (the day before it was due) but I didn't hear back from Jason till the 23rd with the details of the mortgage and using my RRSP for the FTHB plan. He even wrote me and said 'You must be panicking right now' - damn right I am! It's the biggest financial investment of my life and you haven't been around. You said you've been on the road but couldn't take 5-10 mins to email me or call me to let me know what's going on. I understand that I'm a small fry in his big world and that things come up - that's not what the 1 star rating is for. The 1 star rating is a multi layered rating based on the following: - I didn't feel like I was appreciated even though I've known Jason for 2-3 years - I was left out of the loop for most of this process when he should've been guiding and supporting me during the entire thing - Complete lack of communication - I'm not talking about delivering instantly (that would've been nice, but I'm realistic) what I'm referring to is that he should've kept me informed on anything that caused any delays or issues along the way, which he didn't I'm currently looking for another Financial planner and will be moving my assets if possible asap.

    AIO Accounting Halifax - financialadvising - Updated June 2026

    Loading...
    Loading...
    Loading...