McEwen Financial - Victoria, British Columbia

Adresse: 535 Yates St #200, Victoria, BC V8W 2Z6, Canada.
Téléphone: 7783502434.

Spécialités: Planificateur financier, Courtier d'assurances.
Autres données d'intérêt: Rendez-vous en ligne, Entrée accessible en fauteuil roulant, Parking accessible en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Toilettes non genrées, LGBTQ+ friendly.
Avis : Cette entreprise a 26 avis sur Google My Business.
Avis moyen: 5/5.

Emplacement de McEwen Financial

McEwen Financial, situé à l'adresse 535 Yates St #200, Victoria, BC V8W 2Z6, Canada, est un établissement financier réputé qui offre des services de planification financière et de courtage d'assurances. Leur numéro de téléphone est le 7783502434.

Ce qui distingue McEwen Financial, c'est leur engagement envers l'accessibilité. Leur bâtiment dispose d'une entrée accessible en fauteuil roulant, de places de parking réservées et de toilettes adaptées. Ils offrent également des installations sanitaires non genrées et sont fiers de créer un espace accueillant pour la communauté LGBTQ+.

En ce qui concerne leurs services, McEwen Financial propose des rendez-vous en ligne pratiques pour répondre aux besoins de leurs clients. Leur équipe de planificateurs financiers expérimentés et de courtiers d'assurances travaillent en étroite collaboration avec les clients pour comprendre leurs objectifs financiers et développer des stratégies personnalisées pour les atteindre.

McEwen Financial a reçu d'excellentes critiques de la part de leurs clients, avec un avis moyen de 5/5 sur la base de 26 avis sur Google My Business. Les clients apprécient leur professionnalisme, leur expertise et leur approche centrée sur le client.

Avis de McEwen Financial

McEwen Financial - Victoria, British Columbia
R. Up
5/5

I have been working with Aaron for the past four months or so, and I have to say that my experience has been nothing but fantastic. Aaron has the skills and the acumen to help you build and maintain your wealth with a long-term vision.

A relationship with an advisor can only be founded on trust, and such trust has been there all along, one can tell that this is something that Aaron values. Whether during the initial assessment, the definition of my goals, the design of a custom strategy, or the design of a disability plan, everything has been handled with knowledge and expertise.

One thing I really like about Aaron is the care he puts in maintaining a network of trusted advisors. He connected me to a couple of his colleagues that were able to help me on complex topics (foreign investments & taxes, business-related questions) and went the extra mile to make sure that my questions were addressed.

Overall, it has been wonderful experience to learn to trust as well and delegate my finances to someone as trustful and knowledgeable as Aaron.
I warmly recommend you to work with him as your advisor, I trust that your experience will be just as good as mine!

McEwen Financial - Victoria, British Columbia
Morgan Tate
5/5

All my experiences with Aaron McEwen have been tremendously positive. Aaron and I previously worked together at a Victoria Wealth Management firm, where Aaron was the in-house expert on topics related to life insurance, critical illness, disability insurance, as well as tax and holistic financial planning. Aaron impressed me with his in-depth knowledge on complex subjects and his ability to tailor his advice to personal circumstances. I would highly recommend Aaron to anyone seeking a financial advisor.

McEwen Financial - Victoria, British Columbia
James Dyment
5/5

Aaron is the best of the best. I have known Aaron for many years, and his insight, intelligence, and vision have always inspired me. He has a straight-forward, data-driven approach to his work as a financial advisor, that is a huge benefit to his clients. I personally trust Aaron's financial advice and you should too.

McEwen Financial - Victoria, British Columbia
p jain
5/5

Aaron is like an 'Insurance and Financial Doctor' protecting you and your loved ones from life's bad events and building for the future. He is a specialist who has given in-depth expert advice, training and coaching to Financial Advisors to help their clients. He is a very warm and friendly person loving what life has to offer and helping people.

I have thoroughly enjoyed working with Aaron during our time together in the finance industry. Aaron has been in this business for over 10 years, working with advisors and clients. Because of this, his breadth of specialized knowledge on Insurance is second to none.

McEwen Financial uses the latest technology making it easier for clients to access trustworthy and dependable financial advice. I am happy to recommend Aaron for your financial and insurance planning needs : )

McEwen Financial - Victoria, British Columbia
Alix Boyer
5/5

I found McEwen Financial online when searching for a financial advisor in Victoria BC. Aaron McEwen has helped me with my financial planning needs, including my investments, life insurance, disability insurance and critical illness insurance. As a doctor, I appreciated his straight-forward approach and the way he makes financial planning much more digestible. I enjoy working with Aaron, and I love his convenient location in downtown Victoria.

McEwen Financial - Victoria, British Columbia
DesignCoast Creative
5/5

Aaron is a wealth of knowledge when it comes to finances, and an absolute pleasure to work with. His approach to mobile-friendly planning and advice opens up so many doors for wealth management. I highly recommend checking out McEwen Financial if you are looking for digital financial solutions.

McEwen Financial - Victoria, British Columbia
sam
5/5

I've known Aaron for a number of years. He helped me set up my life insurance policies. I had no idea there were so many factors to consider and when I looked into insurance options the choices were overwhelming. He made the process easy and helped me feel confident with the solution I chose. Going forward I know that I'm adequately covered and he made me aware of my options in case I ever want to change or update my policies. I highly recommend McEwen Financial for anything financial planning or insurance especially if you like doing things remotely.

McEwen Financial - Victoria, British Columbia
Dylan Van Wyk
5/5

I don't know where Aaron learnt so much about finance, but he's probably going to write a book about it when he retires. He has helped me countless times with any financial questions or problems that I have had, and has always taken every moment to personal teach me more about the way that this world works. Without a question of a doubt, I would not be where I am today and I would not achieve the goals of my future if it was not for Aaron. I highly recommend that you use him!

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