Initially, I heard of Gerry Connor on CFAX 1070 radio in Victoria, BC while listening to the Connor…read moreFinancial Report. During an initial consultation, Joel Gerrett (Gerry) Connor could not say enough to me about what to invest in before I invested with him. As a result, I invested with Connor in an RRSP in 1994. After I had invested, I received a letter from the British Columbia Securities Commission that Connor was being investigated for irregularities. When I tried to contact Connor to find out what was going on, the reception prevented me from speaking to Gerry Connor. On April 11, 1996, Connor was reprimanded by the British Columbia Securities Commission. Now, Connor was being investigated for tax fraud and had been fined $75,000.00. What bothers me even more is that CFAX 1070 has Connor back on the radio preaching to the public again! I would not invest with this company (Con)nor ever again! CFAX 1070 has lost all credibility with me as well for bringing Connor back on the radio.

Outstanding advice…read more They took the time to get all of my information from an in depth review and then provided a sound customized investment strategy for my investments RRSP, RRIFand TFSA. They were able to provide me, from anindependent source, withadirect comparison of the bank and life insurance company investment funds I held and I was able to see the under-performance of my previous holdings and easily change them. The added benefit of their in-housetax planning and tax preparation made for a big tax refund. I also enjoy listening to Mr. Connor on his live open line radio show on CFAX 1070 on Saturdays at Noon. The commentary and interviews help me stay in touch with my investments and keep me focussed.

I've been working with Paul Holmes for a year now and would definitely recommend him. He's very…read moreeasy to work with and actually listens (rare in someone so knowledgeable.) He's good at explaining things, very open about how he makes his living, and I've never felt like he was selling me something. Of course, he is but he sells things that make sense for me more than him. Parking at the Chatterton office sucks.

From the owner: Investors Group Inc. is a Canadian leader in providing personal financial planning services, and is…read morededicated to building lasting client relationships. Our primary objective is to help Canadians plan for financial security by providing quality financial planning advice and products through a network of Consultants. Investors Group offers financial planning, a unique family of mutual funds and a comprehensive range of other investment products and financial services, including Registered Retirement Savings Plans, Registered Retirement Income Funds, Deferred Profit Sharing Plans, life and disability insurance, Guaranteed Investment Certificates and mortgages. Investors Group Inc. is a member of the IGM Financial Inc. group of companies. The shares of IGM Financial Inc. are listed on The Toronto Stock Exchange. The stock exchange symbol is IGM.

I recently attended a presentation by Chad Katunar of Raymond James Heart Wealth in Victoria. He…read morewas very organized, spoke clearly, and listened to his audience. The information he shared about stocks and bonds, and investing in general, were invaluable. Thank you very much Chad. Gayle M

I have been dealing with Dee-Ann Mayburry of Werner Mayburry Wealth Management with Raymond James…read morein Victoria, BC for about 15 years. They have been managing my daughter's Registered Educational Savings Plan. I've been a fairly low maintenance client only contacting Dee-Ann when they needed periodic disclosure updates. This afternoon, I received a disengagement letter from Raymond James advising that I had essentially been ditched to the self-represented at the ISC (investment Services Team Centre). This was done without any prior consultation. No phone call or discussion. This was done just as my daughter's fund is maturing. This is in my opinion, reprehensible behaviour. After 15 years, I deserved at the benefit of a phone call to ensure that self-representation going forward would be appropriate for our needs. Now I find myself having to find a new investment advisor and transferring the RESP at maturity.

Very Personalable and Clever Investment Advisor with RBCread more

I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

I have worked with Jennifer over the past few years and her attention to detail, knowledge of the…read moreindustry and amazing disposition make her one of the best people to work with if you are needing a mortgage. If you are new to purchasing a property Jennifer will take the time and effort to educate you all along the way and make you feel like a pro when you are done! She has access to dozens of lenders and will always give a non-bias approach and the best options in Canada. I would also recommend Jennifer for those who are investment or looking for different mortgage strategies she is the one that can teach you as you build your real estate empire! Work with Jen and you are in great hands!

From the owner: Hi, I'm Jennifer Harder, a mortgage broker in Victoria, happily helping customers across British…read moreColumbia. Mortgage Expertise I've worked with hundreds of clients across Canada. I especially love helping homebuyers get into a place they love, but it's always a great feeling to when my debt consolidation or refinance clients tell me the relief they having their financial house put back in order. My Approach I take a straightforward approach to my business - I give my clients the kind of service I'd like to receive. That means I call you back and I respond to your emails. I'm not going to pretend I know all the answers, I work like crazy to find solutions. When you're my client, my primary goal is to put you in the best financial position.

Six STAR rated! We found Stephen online when we were looking at float homes on Fisherman's Warf in…read moreVictoria last year and saw his YouTube channel where he had given a virtual video tour . When we were ready to look at homes we called Stephen and made an appointment to finally meet . We met for coffee to get to know each other and then he took us around town sharing his local knowledge of the area and then showed us a home we found on stephenfoster.ca which was easy to use and made out of country communication easy. We had returned home to get our home in Portland Oregon ready for sale . Several months passed and we had made contact as we were ready to come up for viewings of homes that were in our budget. We viewed homes in the Cowichan and found his enthusiasm for the homed we chose to be genuine and encouraging. He has a very keen eye for quality craftsmanship and design and said to us, "guys, this place is great." And we couldn't agree more .The affirmation from Stephen was what I valued most out of our entire buying experience. Stephen Foster didn't sell us a house. He helped us buy a home and welcomed us to Vancouver Island with a casual and easy process that met our needs . He also is very well connected with a network of referrals that we found useful for us as we were getting settled in. He is very easy to communicate with and is thoughtful and easy to get in touch with when needed. Stephen Foster made us comfortable and we recommend him and his team with absolute confidence. We trust Stephen.

From the owner: The Stephen Foster Property Group specializes in selling and buying residential homes, sourcing…read morehomes with suites as well as condos & investment properties in Victoria BC. We are luxury and waterfront property marketing specialists with a large social media reach as well as a strong local presence and global connections.

We had a great experience with Sam Kirby. This is the first time I've found a financial planner…read morewhose approach and fee model made sense to me.

I've been a client of Creative Money for a few years now and I have had a great experience. Not…read moreonly did we talk about practical financial issues for my personal life and business, but we also talked about mindset things and how I can flip my own script about what is possible for me with my financial health and security. I felt empowered with my own financial decisions because we addressed my overall vision for my life, what was most important to me, and I was given the time and space to think through decisions so I could make the best decisions for me. Creative Money has the financial planning expertise AND has my best interests at heart. They didn't talk down to me or pressure me to make a decision. They didn't have a formula for my money or an agenda. The Creative Money team put me right at ease for a few reasons: --Not attached to an investment company, so they don't need to sell certain investment funds or other products. --They take the time to explain things really well and make you comfortable --The post-meeting checklist is awesome. It made me feel more in charge of my finances than I had in a long time. --They keep in touch! One of the best things is that you can send a quick email if you have a follow-up question. I've sent along a couple questions after our initial session, and they always respond promptly. Best of all, these are real, down to earth people who really care and understand that sometimes money issues and behavior is more than about "just" the money. This is a judgment-free zone and I would not hesitate to recommend Creative Money to anyone who is looking for more clarity with their finances.