Working with Oliver has improved my financial understanding. He took the time to explain the…read morevarious types of accounts that would be good options for me and discussed how these options would benefit me in the future. Oliver is genuinely interested in taking care of his client's financial well-being.

From the owner: As a Certified Financial Planner®, your goals are my top priority…read more Whether you're planning for retirement, saving for post-secondary education for your children or grandchildren, running or winding down your business, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. As an independent financial advisor, I work for you, not the bank.

Knowledgeable, good listener. He's a guy with integrity…read more(not easy to find in the financial world!) Totally satisfied with his work, well worth it.

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.

Frank has been my financial adviser for two years now and he has brought me absolute peace of mind…read moreby helping me diversify and prepare for whatever the future may send. He is kind, thorough and always explains EVERYTHING so you really know what he is doing before he does it. VERY satisfied and highly recommended.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Absolutely the best! I've been with Scott for several years and have found him to be extremely…read morehonest and trustworthy. His focus is his clients always putting them first. His investment strategy protects your money.

From the owner: Investment management, financial planning, retirement planning, estate planning.read more

When we were looking for a team to help our money grow and provide sound, educated financial…read moreadvice, we interviewed many advisors throughout the city. We hired the team at Skyline because they truly acted like a team that worked together for the client. I was impressed how the advisors consistently go for training and always go the extra mile to find out a solution for my problem or answer a question. I hire advisors because investing is not my strength, and they always make me feel valued and best of all, work hard to help my money grow.

From the owner: Skyline Advisors provides wealth management services including financial planning and investment…read moremanagement as a fee-only fiduciary financial advisor.

I have known a lot of advisors over the years, but there have been none I have felt more…read morecomfortable with than Adam. He's put in the time to get his CFP license and gain the credentials beyond the basic industry standard, but more importantly, he's a good guy and a great communicator. For anyone looking for an advisor in the north, you should definitely give Adam a call.

Adam has been our advisor for three years now. He has helped us reach and go beyond our financial…read moregoals. We have been extremely impressed with his attention to detail, availability and determination to get us the best answers for our financial planning and retirement questions. We have recommended him to numerous friends and family in the market for a financial advisor.

Taayla worked with me for the last 10 years. She helped me save with the right investment program…read moreand educates me on what is required to reach my goals. I really appreciate her patience, her easy to understand solutions and the ongoing support. Super grateful that she's in my corner!

From the owner: We specialize in helping families get clear about their financial goals. That involves identifying…read morecash flow, protecting their income and using the right savings vehicles to minimise taxes. Our approach is holistic in that we walk alongside families for the long term in supporting their financial needs. We also work with business owners in developing unique strategies to flow money out of the corporation with tax-effective solutions.

We started at McIlrath and Eck 2 years ago and we really enjoy our association with this group…read more Thor is amazing in his knowledge and experience. His class in retirement planning is a must! His financial planners are excellent and are willing to offer their best no matter what your situation is, putting the client interests first and make the planning process simple to follow. The support staff is truly wonderful and they treat their clients like extended family. I recommend this group to my friends and family too!

McIlrath and Eck are top notch in every way. We took Thor's retirement planning class several years…read moreago and knew then we wanted to work with him and his team. All financial planners are always prepared and know their stuff, explain it all in plain language, go through options and choices. I love that Thor's firm does not sell any investment products. Highly recommend. Also highly recommend taking Thor's class if you're just getting started.