Ferguson Financial Planning | CI Assante Wealth Management - Mississauga, Ontario

Ferguson Financial Planning | CI Assante Wealth Management

Ferguson Financial Planning | CI Assante Wealth Management est une entreprise de planification financière située à Mississauga, en Ontario, au Canada. Avec une expertise reconnue dans le domaine de la consultation financière, d'assurance et d'investissement, ils offrent une gamme complète de services pour aider leurs clients à atteindre leurs objectifs financiers à long terme.

Spécialisés dans le conseil financier, l'assurance et l'investissement, leur équipe expérimentée et professionnelle est là pour vous accompagner à chaque étape de votre parcours financier. Que vous cherchez à épargner pour votre avenir, à protéger votre famille ou à maximiser vos gains sur investissement, Ferguson Financial Planning | CI Assante Wealth Management a la solution adaptée à vos besoins.

Adresse : 350 Burnhamthorpe Rd W Suite 500, Mississauga, ON L5B 0N1, Canada

Téléphone : 9052777933

Site web : fergusonfinancialplanning.com

Spécialités : Conseiller financier, Courtier d'assurances, Conseil en investissement.

Autres données d'intérêt : Rendez-vous en ligne, Services sur place, Assistance dans d'autres langues, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous obligatoire, Rendez-vous recommandés, Parking gratuit, Parking sur place.

Avis : Cette entreprise a 67 avis sur Google My Business. Avis moyen : 5/5.

👍 Avis de Ferguson Financial Planning | CI Assante Wealth Management

Mark P.

5/5

I had a free 30-minute consultation with Jacqueline and was impressed by her honesty and straightforward approach. Right from the start, she made it clear she'd let me know if she could truly add value—and asked me to be equally candid. We had a great conversation where she carefully listened to my personal and investment goals. I had specific questions about high-yield income investing, when to start OAS (I'm turning 65 soon), and how to handle my RRSP wind-down. Jacqueline quickly walked through the numbers, offered clear, practical advice, and ultimately told me I was on the right track and didn’t need full investment management. She’s a true professional—knowledgeable, ethical, and refreshingly candid.

Rence B.

5/5

I recently spoke with Omar about my situation and goals, and I was impressed by how professionally and thoughtfully he represented the firm. He was transparent about their fees and services, and although I didn’t meet their minimum threshold for the target market, he still took the time to offer valuable advice on how I can improve my financial position and how to achieve my short and long term goals. His honesty and willingness to help, even without securing me as a client, truly speaks to his integrity.

Rachelle C.

5/5

We have had the pleasure of working with Jacqueline Ozdemir for the past year and can't say enough good things about Jacqueline, the company and our overall experience. Ferguson Financial Planning is a well established firm with a lot of credibility. We have worked with a few Financial Advisors over the years and inevitably, even though we are somewhat well versed in wealth management, we always felt the information provided was not clear or didn't make sense.
We have experienced the exact opposite with Jacqueline. She is such a strong communicator, her follow up is impeccable and she is extremely knowledgeable and takes the time to make sure we understand everything and feel comfortable with every decision. More importantly, our investments have grown in a short period of time!!
In addition, we have some US investments and Jacqueline's team helped us with some complicated tax planning which helped us mitigate having to pay more tax than we needed to.
We feel very confident with our investment plan and look forward to our meetings with Jacqueline. If you are considering talking to a new FA..don't walk...run to Ferguson Financial Planning and have an exploratory conversation with Jacqueline - you will be glad you did 🙂

Meena

5/5

Jacqueline took the time to thoroughly understand our financial situation, goals and limitations and came up with a detailed financial plan that helped us asses how we could potentially afford a few scenarios with regards to large financial decisions we'd be making in the next few years. Jacqueline was direct in her approach and ensured that she had all the right information to make an accurate plan. We also really appreciate that she was so on the ball with all follow ups we had discussed.

Mary J.

5/5

Had a very fruitful conversation with Jacqueline. She was very patient and helpful and gave me important advice that I implemented right away 🙂 Thank you.
BD

Paulo R.

5/5

I recently had the pleasure of working with one of the advisors at Ferguson Financial Planning (Jacqueline) and I can't recommend them highly enough! It was clear that she genuinely cared about my financial well-being Jacqueline took the time to understand my unique situation and goals, crafting a personalized plan that perfectly aligned with my needs.
The level of professionalism and dedication shown Jacqueline is truly commendable.

Cathy H.

5/5

Jacqueline was very knowledgeable and was able to assist with several different strategies that were tax efficient while maximizing investments.

Daryll J.

5/5

Jacqueline gained an understanding of my financial planning needs very quickly. She was very knowledgeable and was able to provide me with some very good advice. I will certainly be going back to her for further advice in the future.