WealthPoint - Canaccord Genuity Wealth Management - Vancouver, British Columbia

WealthPoint - Canaccord Genuity Wealth Management est une entreprise spécialisée dans les services financiers, située à Adresse: 1133 Melville St Suite 1200, Vancouver, BC V6E 4E5, Canada. et facilement accessible en fauteuil roulant. Vous pouvez les contacter par téléphone au Téléphone: 6046990887. ou visiter leur site web à Site web: wealthpoint.ca.

Cette entreprise offre une gamme complète de services financiers, y compris des conseils financiers, des audits financiers, des services bancaires, des sociétés d'investissement, des conseils en investissement, et des conseils fiscaux. Ils sont reconnus pour leur expertise et leur engagement envers la satisfaction de la clientèle.

Il est important de noter que WealthPoint - Canaccord Genuity Wealth Management dispose de places de parking et de toilettes accessibles en fauteuil roulant, ce qui en fait un choix pratique pour les personnes à mobilité réduite.

Les avis des clients sur Google My Business sont très positifs, avec une moyenne de 5/5 sur un total de 21 avis. Les clients apprécient particulièrement la compétence et la disponibilité de l'équipe, ainsi que la qualité des services offerts.

Avis de WealthPoint - Canaccord Genuity Wealth Management

Shirley-Ann Wagenaar

5/5

I never had money to invest until recently. I took the recommendation from my sister to invest with Danny. She has been a client for years and years and is very happy with her portfolio and Danny. The first meeting was great! Not only did everything get explained in terms I understood, Danny recommended stuff I never knew or thought of. Any questions/queries I have by email are responded to quickly. This is appreciated. Heads up to Jeremy. He's great! I highly recommend any investor new or experienced to reach out to Danny! You can only get more return on your investment. Thank you Danny (and Jeremy)

Trish W

5/5

I have been with Danny for over 15 years. A friend recommended I talk to him about my financial needs. I went in there with doubt and no expectation, but 15 years later Danny and his team have kept me on track so I can retire when I want. I find working with him and his team very easy and very helpful and they answer all my questions that I have. I have and would recommend Danny and his team to anyone looking for a Financial advisor.

Sabrina Tucci

5/5

Very friendly and understanding of our complicated family needs. They answered all of our questions and were very patient with us and explaining simply what their plan was if we did not understand. They are always available to chat and amendable to meeting with our schedule that works best. 100% recommend this Danny and his team.

Robert Lorenzin

5/5

Danny Pero's Team is extremely knowledgeable, capable and always operate and provide service in a professional manner. They get to know their clients extremely well such that they can provide a level of service that exactly fits the needs of their clients. That has been my experience with them for many years.

Catherine McColl

5/5

Have been a client with Danny Pero, and WealthPoint, for many years. Have been happy with the service from the very beginning. Danny and team always provide financial information in a manner that is easy to understand, and offer great advice.

stephan loncar

5/5

I have been dealing with CG Wealthpoint for about a year and this far they are achieving the retirement goals that we set out when i started with the firm. I do appreciate the level of engagement with the team and also the bast number of investment tools they have at their disposal.

Bernard Seaman

5/5

The team at Canaccord Genuity, have advised me for many years.
I always receive a quick response to my questions, and our reviews are on a timely basis. I appreciate the time and effort, that is taken to successfully manage my account.

Rob Carr

5/5

I retired in 2016 and my net worth today is significantly higher than on the day I retired, and thats largely thanks to Danny and his team. They also structured my withdrawals to minimize and simplify my taxes and Im very grateful for that!