Alison is an extremely intelligent professional who really takes the time to educate her clients on…read morefinancial concepts. What stood out to me the most out of all the other financial planners I've talked to is her wholistic and comprehensive approach. She covers everything from cradle to grave, including assisting with will preparation. Her service is stellar and really catered to clients' needs. She goes above and beyond to make sure we are taken cared of. At first I thought I was set with my previous financial planner, but Alison educated me on a permanent tax sheltering retirement plan that I had no idea existed! I wish someone had told me earlier! I highly recommend Alison if you're in need of financial information and even a second opinion or review of your finn

From the owner: Specializes in helping individuals, families and corporations / small businesses in cutting and…read moresheltering taxes, maximizing cash flow, saving and growing wealth, protecting from loss of income, protecting assets at time of death, and planning for passing on their legacy to future generations in a tax-efficient manner.

Robert has helped me with my disability and life insurance every step of the way. Initially he sat…read morewith my wife and I, listened to what we wanted, asked questions, and then came back to us later with options that were customised to our needs. My life policy ended up being more affordable and without the exclusions that I received a previous quote from someone else. Also, as my disability and life insurance needs have changed since taking my original policies and he has been great along the way in helping us adapt to our changing needs. Laurent has also been great at helping if Robert was away. Robert is professional, polite, on-point, timely, helpful, and never pushy.

I had a meeting with Laurent Munier to acquire health and dental insurance, and it was a complete…read morewaste of time. The whole event was rushed and disorganized. He made reference to health plan charts, which he had forgotten to send prior to the meeting as preliminary reference for my options. Still, we went through the usual exploration questionnaire, through which he also took the opportunity to pitch other businesses I wasn't interested in. I had taken an hour of work for Health & Dental insurance. When the meeting ended, Laurent Munier had explained that: 1. He would send the health plan charts he'd to forgotten to send prior to meeting 2. He would send a personalized health plan according to what he had learned in the interview/meeting. 3. He would send a follow-up e-mail, as customary, with details for our next meeting. None of that happened. Still, I took the first step to send a follow-up e-mail the next day because the whole point of the meeting is of importance to me(health). No response. No one should have to chase someone around for service. Meeting with Laurent Munier was a waste of my time.

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.

A terrible way to save money, a great way to waste money on fees. The projections and information…read moreprovided at the time of sale are exaggerated and misleading. The fees gobble up most of the returns. You are better of to invest your contributions into GICs with your bank or credit union.

Industry leaders for RESPs, thank my parents for university life a lot easier lol. Especially for…read moreout of province with higher fees and all. Karen was quite helpful but leaning towards investing in my own. Anything for my princess. They do house meetings​ too.

I complaint their ad that put on the BNN Bloomberg which starts out "Calvin, meet your father"…read more The story of the ad has included the death of Calvin's mother that reminds me my darkest and deepest painful memory in my life when my mother passed away. It makes me stomach sick and very emotional every time I see it on the BNN everyday as this is my work channel. I asked Raymond James and BNN Bloomberg to remove this ad providing my reason, but they ignore me with no response. Now, I am wondering if they ignore my pain, they will ignore the same of your pain when they loss your money in their management. Raymond James seems has no emotional and no responsibility in someone's life saving.

From the owner: Financial Planning, Investment Services, Retirement Planning, Insurance & Tax Planning.read more

Perhaps one of the worst trustees in town (if not actually the worst). They leave you in the limbo…read moreafter the bankruptcy with CRA and other creditors. They asked for two years' worth of bank transactions and then at the end they provided a link to make corrections with CRA yourself and after the discharge it turns out they never reported it to the creditors that you were discharged and here I am sitting waiting for my credit score to change. You're better off to do things yourself or find another company even with the least rating which I am sure will do a better job than them.

During such a challenging time, I am still grateful for this team who continues to support me…read moreduring this uncomfortable process. I highly recommend David to help with your finances, he is knowledgeable, clear and respectful.

David Chen is one of the most knowledgeable and trustworthy people I know. His knowledge about all…read morethings financial/tax related is absolutely staggering; he really looks at the bigger picture. I left my previous financial advisor because he kept assuring me that the Canadian economy "would be fine" but it felt like he was just sticking his head in the sand. With David, it's a different story; he looks at what's going on in the whole world and how it will relate to Canada - and therefore what you should be doing with your money! I have since found out that David got into this business because he genuinely wants to help people. He is an extremely ethical person, generous with his time, and I highly recommend him.

From the owner: private wealth management - personal and corporate investments and insurance, extended health and…read moredental programs, critical illness and long term care benefits, work place violence solutions, estate and financial planning including families with disabled family members

Invested with this company. Broker misrepresented his abilities and violated several rules of the…read moreconduct and practices handbook which I did not know at the time. Called himself the "best tech broker in Vancouver" and divulged the name of one of his clients. Got me into some very weak stocks and I lost a lot of money with him. Would strongly recommend against investing with these people

This is a long overdue review. I was looking for an investment property in Fall 2019. Having…read morealready bought / sold homes a few times over the last 2+ decades and thus have wide experience (good and bad) with different realtors, I tried to make this purchase on my own -- without a realtor. Long story short, in the end, I did work with a realtor. I chose Pete Shpak and I am still grateful 1 year later for all his assistance and advice. He's the best. Pete is a great guy - incredibly hard working and professional. You'll get that from reading all his other reviews. What really stands out for me is that Pete is value-added. He gave me information I didn't have access to - and I'm pretty good at research and digging for information on my own. Pete is a great listener. He heard me out and understood exactly what I wanted. He didn't waste my time. He knows what he is doing. He has opinions and will let you know what he thinks - but he doesn't force his views on you. He's also a brilliant negotiator. You can't go wrong. Two more reasons why Pete exceeds expectations and stands out from other realtors: (1) Pete understands the market; and (2) Pete knows his data. Pete was the first realtor in Vancouver who offered "previously sold" prices on the internet before other realtors started doing it. While assessed values of properties are available to everyone, only realtors had previously sold prices. I was digging deep on google for data on my own and was able to access Pete's data even before I met him!! It was only a coincidence we ended up speaking on the phone. During my search, Pete steered me towards a newer / popular building with a great reputation. It was very nice - but I found the unit small and expensive for price per square footage. I had wanted a larger footprint for that price. Nevertheless, I ended up buying the newer / smaller unit in January 2020 and inherited the tenant that came with the unit. Fast forward to end of August 2020 - my tenant advised she had to leave. Given the global pandemic (and landlords in the West End and Downtown were offering first & last months rent for free over summer 2020) I was prepared to have the investment unit sit empty. Boy - was I wrong. I had a dozen queries in the first 8 hours of posting and almost 40 interested renters over 2 days. Received 2 applications within the first 48 hours. There was a HUGE demand and I had NO IDEA. I found a wonderful new tenant within days after checking her references. Pete told me the building had a great reputation and was a solid investment for me. He was totally right! I'm not worried about having to rent that place out again if my current tenant decides to leave. I could go on about what a great, hard-working guy Pete is - but I'm sure his clients have got that covered in all the other reviews. Life has been busy and we've all had our issues to deal with - but now that 2020 is finally over, it will be nice to move on from last year. Pete was one of the silver linings from 2020 - someone I met and who brought value and good advice and someone I would be delighted to work with again should I have the opportunity to do so in the future. Thanks so much Pete!

terrible service! we used his service once before and were shocked that a realtor could be so rude…read more surprised to see such high ratings here--would recommend staying away at all costs. do yourself a favor; there are plenty of decent realtors in Vancouver