Capital Edge Financial Planning - Edmonton, Alberta

Capital Edge Financial Planning

Capital Edge Financial Planning est une entreprise située à Edmonton, en Alberta, au Canada. Elle offre des services de conseil financier, de planification financière et d'assurance. L'entreprise est facilement accessible en fauteuil roulant et dispose de parking et de toilettes adaptés aux personnes handicapées.

Spécialités

• Conseiller financier
• Planificateur financier
• Courtier d'assurances

Adresse et contact

Adresse : 21143 48 Ave NW, Edmonton, AB T6M 0G2, Canada

Téléphone : 7807613343

Site web : capitaledgefinancial.ca

A propos de Capital Edge Financial Planning

Capital Edge Financial Planning se distingue par son approche personnalisée et son attention portée sur les besoins spécifiques de chaque client. Le conseiller financier Dave travaille en étroite collaboration avec ses clients pour les aider à atteindre leurs objectifs financiers à travers des plans financiers complets et des solutions d'assurance adaptées. Il est réputé pour sa rapidité, sa connaissance approfondie du domaine et sa personnalité agréable.

Opinions des clients

L'entreprise a reçu 57 avis sur Google My Business, avec une moyenne de 4.9/5. Les clients apprécient la manière dont Dave prend le temps de comprendre leurs besoins et de créer des plans financiers personnalisés. Ils soulignent également l'efficacité et la promptitude avec lesquelles les investissements sont mis en place. La sécurité et la confiance dans les soins financiers offerts sont également mentionnées comme des points forts.

Recommandation finale

Pour toute personne cherchant un conseiller financier expérimenté et empathique, Capital Edge Financial Planning est une excellente option. Leur expertise, leur approche personnalisée et leur service client exceptionnel font de cette entreprise un partenaire financier de choix. Nous vous encourageons à visiter leur site web capitaledgefinancial.ca ou à les contacter par téléphone au 7807613343 pour découvrir comment ils peuvent vous aider à atteindre vos objectifs financiers.

👍 Avis de Capital Edge Financial Planning

Avril D.

5/5

Working with Dave is very easy. He is prompt, knowledgeable and personable, tailoring his financial plan to your specific needs and goals. He spent a lot of time designing and forecasting based on our initial meeting, and presented a very comprehensive package. Shortly after, our investments were made in time for the end of the year working under time constraint and Christmas holidays. I feel secure that I have the right person to manage our finances, and I truly feel he cares about his clients.

Rodolfo M. -. A. -. C.

5/5

I met with Dave within the past two months and thoroughly enjoyed it. I am 39 and went into that meeting feeling hopeless as I have not planned for my future at all and after meeting with Dave I left that meeting feeling hopeful, capable, and excited about my future. He created a clear plan for me that was realistic and gave me tangible steps to take to get there. Highly recommend working with him!!

Bev

5/5

We are near retirement age and had no idea how to proceed to maximize what we has built together. Did a lot of research and found Capital Edge Financial Planning with David Hawryluk near our area. Once we had our first meeting it was clear that we made the right choice. Dave clearly explains everything so you can make informed choices that suit our needs and goals. In this new financial world it is imperative to have " that guy" who understands all the many nuances of investing and taxes, Dave is really "that guy" and we feel lucky to have found him.

Jason D.

5/5

Dave at Capital Edge Financial Planning has been a breath of fresh air to deal with. Very knowledgeable, professional and extremely customer service driven....Great Job Dave!!!!

Marilyn C.

5/5

Dave has been my financial advisor for over 20 years. He did an excellent job of managing my RSP and RIF funds. I was very happy with my investment profits and his professionalism and would highly recommend his team to anyone looking for an honest and knowledgeable advisor.

JBino

5/5

Dave was very patient in understanding our situation before working on financial models and projections. If you are looking for a financial planning professional, he should be on your consideration list.

Melanie D.

5/5

Dave was amazing in helping us find a great group benefit plan and was very patient getting us all setup. Would definitely recommend!

Ley T.

5/5

Dave was very helpful and made the process of setting up me and my husband's life insurance easy. He and his assistant were thorough, professional, and followed up quickly and courteously. We're very glad we used his services and would recommend him to others in a heart beat!