Aware Financial - Calgary, Alberta

Karl F.

Being just two years from retirement, I needed confirmation that our retirement investments would meet our future income needs. Hervin demonstrated exceptional skill in analyzing our various investment streams in the most tax-efficient way possible and provided the reassurance I needed. His friendly personality and approachable manner put us at ease from our first meeting. He generously shares his wealth of knowledge and experience and his passion for his clients' financial well-being is obvious as he explains various financial options. I highly recommend Hervin Pesa for retirement planning advice.

Gerald T.

We met with Hervin initially in late June and were very impressed with his financial knowledge/skills. We purposely went with a "Fee For Service" advisor as we were not interested in being "sold" products, but rather receive a non-biased review of our finances and future plans. From our first meeting the advice that Hervin provided us, more then paid for the fees charged. Our only regret is that we waited until we were almost retired before consulting him. Hervin was a pleasure to work with and we look forward to managing our plans with him in the future.

Dave T.

We recently met with Hervin and were extremely happy with the service he provided in completing our retirement plan. He has a broad knowledge of all things related to financial planning, and provided us with a comprehensive and detailed plan for our retirement finances. He was a pleasure to work with throughout the process and I highly recommend booking an initial consultation with him where he will go over in detail the services he provides. Thanks Hervin!

A J.

Very close to retirement, I reached out to Hervin. It was a new experience for me to think more about retirement and work with a financial planner. But Hervin worked with me, focused on things I needed to focus on, suggested things I wouldn't have thought before and took the time to answer my questions.

Cherilyn H.

We recently had a consultation with Hervin Pesa and were incredibly impressed! He has a wealth of financial knowledge and was able to answer all of our questions and concerns about our finances and future plans with my fiance.

Hervin was also very easy to talk to, which made the whole process feel relaxed and comfortable. We felt like he truly listened to our goals and didn't pressure us into anything.

If you're looking for a financial advisor who is knowledgeable, approachable, and puts your needs first, then Hervin is the perfect choice!

Dawn G.

We initially made contact with Hervin to help us make decisions about whether or not we could retire; we wondered, did we have enough money put away? Little did we know that Hervin would provide us with the answer to that question and much much more. He very skillfully listened to us and was able to create a realistic and understandable model for a successful retirement. Hervin has an exceptional ability to hone in on what your personal values are and can quickly translate that into viable economic solutions to support your values. I have recommended Hervin's service to my friends and will continue to do so.

Brant P.

We just finished a 1hour free consultation with Hervin Pesa. In this hour he spent time getting to know us as well as our financial situation. He was mostly concerned with the advice he could give us NOW, than with setting us up for future paid consultation services. Hervin challenged my assumptions on saving and planning for mine and my family's future. He opened my eyes to what seemed like simple obvious facts that I had never considered. But before doing all that, he gave me assurances that what I've done financially up to this point have placed our family in a good position for the future. His assurances made me feel comfortable about our financial decisions so far and alleviated stress and fear for the future. Thank you, Hervin. I will definitely recommend you to everyone!

KUANTA T.

Hervin is extremely knowledgeable in his craft. I booked an hour of free consultation with him regarding my retirement plan and he raised some very critical and invaluable perspectives which never crossed my mind. Hervin is not stingy with his advice and I can feel his passion and the willingness to share his knowledge and help others. By the way, our meeting went way over an hour. Thanks Hervin for your time and advice! Greatly appreciated!