Numbers frighten me. That's why I go to Assante…read more We've been working with Nick Grady for the past few years in order to actually have a plan when it comes to our money instead of just flying by the seats of our pants. Even though we came to him back when he had about zero chance of making any money off of us (we were in no position to start investing), he still took the time to help us out, get us on the right track, and is now able to give us great direction now that circumstances have changed. He balances the financial 'should-do's with our own personal perspectives on what we hope to achieve, meaning no pressure to do anything outside of exactly what we're comfortable with. Plus, he doesn't laugh when I ask really dumb questions or bring in a notebook just to make myself look smarter. Which I definitely did again yesterday...

Slim bags at this location (Bedford, Nova Scotia). Charging 50 to 60 dollars more on commissions…read morethan their competitors. Price drops and they put their commissions up. Never , ever will I deal with these people again.

In hind sight I wish I would have walked out the door when he said it was too late to change my…read moremind. Now I have 3 silver pieces I really don't like. I asked to see a silver round and a 5 ounce bar. He brought them over sat them in front of me behind the glass and walked back to his desk He didn't even offer to show me both sides. I said I would take 3 rounds, before I paid I said I'm ready sorry but I changed my mind, I would like to get the 5 ounce bar instead. He said he could sell me the 5 ounce bar also but it was too late to not take the 3 rounds. I hadn't even paid and like the push over I am I said ok and did the debit transaction. I use to be in customer service and in my opinion this is unacceptable. I should have been able to change my mind 5 times and never hear a word about it. I gave them 3 stars because I did get what I said I wanted initially.

Expert boutique service begins to shape the experience you receive at Himmelman & Associates. The…read morethorough thought process on managing finances and estate planning not only today but we'll into the future has aided in my family over the last 20 years. I know I have a true professional, with extensive knowledge, taking a personal interest to see us reach and exceed our goals. To the team, thank you!

From the owner: We welcome the opportunity to provide you with the highest level of personal advice and service. We…read morespecialize in retirement, investment and estate planning. Our financial advisors are Certified Financial Planners and have decades of experience and knowledge in all areas of financial planning. We offer a complimentary one hour review and second opinion. Brian Himmelman, CFP, President

This is a classy joint get get your financial matters in order. It feels like being in a secret…read moreclub (like Yelp) when you push the intercom to be allowed access to the elevators.

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.

A humane approach to clients; this is appreciated. Communication is key. There's much to be…read morelearned.

Excellent service, professional and saved us on our taxes!read more

I'm a big fan of TD Canada Trust as a whole. The branches have great hours and there are several of…read morethem throughout the city. I often find them particularly conveniently located along my typical routes. So why does this particular branch earn 4 stars? Two ATMs, which may not seem like a big deal, but some locations only have one. Not a machine person? Tellers are super-friendly and always try to engage in a little conversation. Importantly, they possess the ability to detect when I'm not in the mood to chat. Thus the questions end. If I am in the mood to chat, they are able to carry a conversation. Almost like a real person!

Td Canada Trusts Private Client Group for the purpose is executing a will are terrible. The…read moreexecutors, Bev Purcell in particular , pick sides between beneficiaries, are god awful slow to respond .. Verge very closely on flat out lying and are deceitful when answering questions. You have to just about pull hens teeth to get an honest straight forward answer .. There is nothing even handed nor straight forward with this group and this lady in particular .. I would suggest if you are looking for someone or company that is respectful , helpful and honest . You look elsewhere bedsides TD and this woman in particular

Love working with Sandra she's on The Cutting Edge of technology. Always looking for the new and…read moregreat ways to help promote his clients properties :) And I mean ALWAYS looking, even Sunday morning as I bite into my egg sammich "Hey Dean Google just did,,,, or Faceboook ,,,,,, On my HaliBot can we?..... " I love her energy and enthusiasm. If you're considering an agent based on their ability to market your property. Don't just accept that they have a Facebook page and a website, Google them

Sandra is the best in the business. She is a social marketing guru who will get your house sold in…read moreno time. She checks in weekly to give a status updates and is always there for any questions. We are on our third home sale/ purchase with Sandra

Lisa and her team are incredible. Smart, professional and fast. I have never been disappointed in…read morethe work LBN provided when I owned my own company. The tax service is the Best!!!!

For years I used H&R Block for my tax preparation services, and every year they messed my taxes up…read more Always had to have an adjustment and they often missed credits I told them I had (for example, the new graduate staying in ns to work tax credit). FINALLY I tried something new. Lisa Barry Newman of LBN Bookkeepign has done my taxes for the last two years, she makes sure she has everything you need and will research if you have special circumstances (if you are disabled, etc...). She has also done small business taxes for friends I sent to her. Every last one of them sang her praises and will be using her services again this year. Bonus: She has an extremely charming Irish accent! Slainte!