Abacus Wealth Management / Portfolio Strategies Corp - Edmonton, Alberta

Dennis H.

I have had great experiences in almost 20 years of service with Abacus. They have always had our interests at heart. Over the years we have received great timely advice. Excellent tax planning. Great investor education. They work with you for an individualized approach to planning. Get educated and start investing to help your future

Nancy C.

I have what would best be described as a modest amount of money to invest, so I am reluctant to take risks with it. I have been more than happy with the wise counsel and careful investments made on my behalf by Lee Schmidt. I highly recommend Lee as an advisor as he takes the time to explain his approach to your individualized portfolio and the options that are available. He is a pleasant, knowledgeable and personable advisor.

Caley R.

Would highly recommend anyone on this team if you are looking to grow your savings. This well-educated group makes calculated decisions and will never leave you in the dark when it comes to your investments or insurance. They do regular check-ins and and are always on the look out for their clients best interests. Cannot say enough good things about Abacus and the advisors that work there!

Shane F.

I would like this review to reflect my long term frustration with Matthew. As a long time client, I should have anticipated being charged fees that were not clearly explained to me based on his previous inactivity. I tried to change my mailing address a few times while he was an advisor with Manulife. This was never successfully completed until I contacted them to have it updated. I had a large deposit that did not appear in my account for a number of weeks and no action was taken by Matthew. After repeated attempts to have him mediate the situation, I again had to do all the leg work to only be told that there had been no records of him attempting to work this out on my behalf. Lastly, after moving my investments to a different institution, I was charged the rather unexpected and large fees to accomplish this as I mentioned above. There had been no communication surrounding this when I originally signed my paperwork with Matthew. So I can't help but feel like I should have seen this coming. It's unfortunate that the best interest of the client is not at the forefront. I wish you nothing but the deepest pitfalls with your own financial situations, Matthew. Good luck.

Don P.

Stop! Zero stars if I could! Do Not invest with these unreliable and uneducated greedy trolls! They have only their interests at heart and will sell investments that line their pockets. With a suspected net loss of 50K to date. I have 71K stuck doing little to nothing for me with Abacus / Portfolio Strategies. I was sold very risky bonds that have one by one tanked! Not knowing how risky they were and badgered to take out bank loans so, I could invest more at every visit! If you are investing with them pull it all! If you are considering it check out their level of education...it's likely only the receptionist has been to college. Beware!!!

Meseret G.

Trevor is great! Very informative and professional. I highly recommend and rate both him and Abacus Wealth!

joraspa