IG Private Wealth Management - JARET Clay, BSc BComm MSW CFP - Victoria, British Columbia

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 737 Yates St Suite 600, Victoria, BC V8W 1L6, Canada.
Téléphone: 2503884234.
Site web: clayfung.ca
Spécialités: Conseiller financier.
Autres données d'intérêt: Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant.
Avis : Cette entreprise a 11 avis sur Google My Business.
Avis moyen: 5/5.

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☎️2503884234

IG Private Wealth Management - JARET Clay, BSc BComm MSW CFP

Con base en Victoria, en el corazón de la costa de Columbia Británica, IG Private Wealth Management - JARET Clay, BSc BComm MSW CFP, es una empresa de gestión de patrimonio que brinda asesoramiento financiero de alta calidad a sus clientes. Esta empresa se destaca por su enfoque personalizado y su compromiso con la excelencia.

Sobre nosotros

Con más de 20 años de experiencia en la industria, JARET Clay, BSc BComm MSW CFP ha construido una reputación sólida como un asesor financiero confiable y empático. Su equipo de expertos en gestión de patrimonio trabaja estrechamente con sus clientes para comprender sus objetivos financieros y desarrollar planes personalizados para alcanzarlos.

La empresa se encuentra ubicada en 737 Yates St Suite 600, Victoria, BC V8W 1L6, Canada, lo que la hace fácil de acceder para los clientes de la región. Puede contactarlos por teléfono al 2503884234 o visitar su sitio web en clayfung.ca.

Los clientes de IG Private Wealth Management - JARET Clay, BSc BComm MSW CFP se benefician de un servicio excepcional y personalizado, desde consultorías financieras hasta planificación de pensiones y planificación de activos. La empresa también ofrece una amplia gama de servicios de gestión de patrimonio, incluyendo asesoramiento de inversiones, planificación de impuestos y gestión de activos.

Specialidades

Conseiller financier.
Asesoramiento de inversiones.
Planificación de impuestos.
Gestión de activos.
Planificación de pensiones.

Autres données d'intérêt : l'entrée est accessible aux personnes à mobilité réduite et le parking est accessible aux personnes à mobilité réduite.

Avis

Avec 11 avis sur Google My Business, IG Private Wealth Management - JARET Clay, BSc BComm MSW CFP a una réputation excepcional entre sus clientes y la comunidad local.

Average Rating : 5/5.

La empresa ha recibido críticas positivas por su servicio excepcional, su profesionalismo y su capacidad para comprender las necesidades de sus clientes.

En resumen, IG Private Wealth Management - JARET Clay, BSc BComm MSW CFP es una excelente opción para aquellos que buscan asesoramiento financiero personalizado y confiable en la región de Victoria, Columbia Británica.

👍 Avis de IG Private Wealth Management - JARET Clay, BSc BComm MSW CFP

IG Private Wealth Management - JARET Clay, BSc BComm MSW CFP - Victoria, British Columbia

C W.

5/5

We have worked with Jaret and his team for almost a decade now. They are all very knowledgeable, and really understand intricacies with tax planning and estate planning. Jaret is very hands on and sometimes will call out of the blue if he has new ideas or something that we need to change or plan for, or that he thinks will help or save us money. They are always on top of everything, and they really care no matter the size of portfolio. Our portfolio started off pretty small and with Jaret's help we have grown it way more than I thought possible at the stage in life we're at. Jaret also helped us get set up with appropriate insurance products and we are very happy that we are covered no matter what life throws at us.

Jaret also takes the time to explain everything so well and we have changed our perspective and relationship with money from what we've learned from him.

We have had other financial planners in the past, but literally nothing compares to Jaret. We tell everyone about Jaret and his team, they truly go above and beyond to help people. We cannot thank him enough for everything he's done for us.

Rachel -. S. T.

5/5

Jaret is conscientious and considerate as both a planner and a person. He takes the time to truly understand your issues, current and financial future.
I found Jaret really helpful when it came to determining which options to consider such as critical illness etc.
Some people love what they do and thrive at it- Jaret is one of those people.

coco J.

5/5

We were assisted by Mr.Clay in an impeccable way - during a tender time.
Jaret is meticulous about ALL aspects of finance.He and his team are well versed and their objectives help to treat your portfolio with diligence and absolute care.
coco jones

Tyler W.

5/5

I really appreciate his view point. He suggested a disability insurance I wasn't sure about and when I was injured 2 years later it completely saved me. Instead of having concerns about paying my mortgage and feeding my family I had peace of mind and the ability to heal without financial difficulties.

richard E.

5/5

Very knowledgeable and personable. He is always willing to take time to talk and explain things to you regardless of the size of your portfolio.

Jan F.

5/5

Such a wonderful team! They have been so helpful with explaining my options for retirement and my financial plan! Would highly recommend.

David M.

5/5

Ceyda B.

5/5