Currie, Hughes & Associates Private Wealth Management - Charlottetown, Prince Edward Island

👍 Avis 📌 Carte ℹ️ Informations ⏰ Horaires

Adresse: 80 Grafton St Suite 100, Charlottetown, PE C1A 1K7, Canada.
Téléphone: 9029400865.
Site web: chmprivatewealth.ca
Spécialités: Conseiller financier.
Autres données d'intérêt: Parking accessible en fauteuil roulant, Places assises accessibles en fauteuil roulant, Toilettes accessibles en fauteuil roulant, Toilettes, Rendez-vous recommandés.
Avis : Cette entreprise a 10 avis sur Google My Business.
Avis moyen: 5/5.

📌 Emplacement de Currie, Hughes & Associates Private Wealth Management

Currie, Hughes & Associates Private Wealth Management 80 Grafton St Suite 100, Charlottetown, PE C1A 1K7, Canada

☎️9029400865

⏰ Horaires d'ouverture de Currie, Hughes & Associates Private Wealth Management

Lundi: 08:30–16:30
Mardi: 08:30–16:30
Mercredi: 08:30–16:30
Jeudi: 08:30–16:30
Vendredi: 08:30–16:30
Samedi: Fermé
Dimanche: Fermé

Currie, Hughes & Associates Private Wealth Management

Currie, Hughes & Associates Private Wealth Management est une entreprise canadienne spécialisée dans le domaine du conseil financier. Basée à Charlottetown, à l'adresse 80 Grafton St Suite 100, PE C1A 1K7, Canada, elle se distingue par son équipe d'experts et leur approche personnalisée pour soutenir les besoins financiers de leurs clients.

Spécialités et services offerts

Conseil financier

Leurs spécialistes sont à votre disposition pour vous accompagner dans la gestion de votre patrimoine, de votre épargne et de vos investissements. Ils mettent un point d'honneur à offrir des conseils personnalisés pour répondre aux besoins de chacun.

Informations pratiques

Téléphone: 9029400865
Site web: chmprivatewealth.ca

Accessibilité et services supplémentaires

Currie, Hughes & Associates Private Wealth Management se préoccupe de faciliter l'accès à leurs services pour tous. Ils disposent notamment d'un parking accessible en fauteuil roulant et offrent un accès aux places assises ainsi qu'aux toilettes pour les personnes en fauteuil roulant.

Avis et témoignages

Plusieurs clients ont partagé leurs expériences et témoignages sur Google My Business. L'entreprise a reçu un total de 10 avis et possède une moyenne de 5/5. Les commentaires sont majoritairement positifs et mettent en avant la compétence, la réactivité et la capacité de l'équipe à répondre aux questions et besoins des clients. Un témoignage partculier souligne que "Jamie et son équipe ont élaboré un plan à long terme solide que je suis convaincue contribuera à ma sécurité financière et à ma préparation pour la retraite. Toutes les fois que j'ai des questions, Jamie est toujours rapide pour me répondre avec des conseils clairs qui m'ont également éduquée au fil du temps. Il est toujours très compétent et j'encourage fortement à travailler avec l'équipe IG."

Conclusion

Currie, Hughes & Associates Private Wealth Management est une entreprise de conseil financier renommée et respectée à Charlottetown. Avec une équipe d'experts, des services personnalisés et une accessibilité à la hauteur des besoins de tous, elle se positionne comme un acteur clé dans la gestion de votre patrimoine. Ne hésitez pas à contacter leur équipe pour discuter de vos besoins financiers et planifier votre avenir.

👍 Avis de Currie, Hughes & Associates Private Wealth Management

Currie, Hughes & Associates Private Wealth Management - Charlottetown, Prince Edward Island

Joel G.

5/5

Jamie and team have provided a solid long-term plan that I feel confident will ensure my financial security and prepare me for retirement. Any time I have questions Jamie is always quick to respond with clear guidance that has also educated me over time. He's always been very knowledgeable and I would highly recommend working with the IG team.

Brenda B.

5/5

We chose CHM to handle our investment portfolio in November of 2022 to assist us in the retirement phase of our life. We have been very impressed with Andrew Hughes and Patrick Steele as our advisors and the knowledge they provide regarding tax efficiency and estate planning in retirement.

They have taken the time to set up our accounts as we directed and took the time to explain the process to us, every step of the way. We have had regular meetings with them to discuss changes as required and they are always available for a telephone/video conference or in-person meeting. They have been very patient implementing changes we have requested and always follow-up with a phone call or email to ensure we understand and are in agreement with changes before they are made.

We are impressed with Patrick's knowledge of "the numbers". He can rework calculations to determine the correct amount of income to take from our accounts, while ensuring we have adequate funds left to enjoy our retirement lifestyle. This has provided the peace of mind we were looking for from our advisors.

It has also been great working with Megan who assists with the paperwork involved in setting up the accounts and any general day-to-day questions that arise. She is pleasant and always makes you feel valued when you call.

We would recommend the team to anyone looking for a competent group of investment professionals.

Kent and Brenda B.

caron P.

5/5

I've been with this Amazing team for 12 years now.
Ron and Patrick are a fantastic dou that never stops to offer top notch quality service. They always go above and beyond my expectations.
I will extend that out the the rest of the team as the back office is just as important as the face we see every day.
I am a customer for life.
Thank you for everything you do.
Caron Prins

John T.

5/5

Heather and I have very much enjoyed our experience with Currie, Hughes and Associates. They have guided us through our entry to retired life, and are always there to answer questions, and help us feel comfortable making decisions. Their knowledge and dedication to their clientele is second to none!

Charlene M.

5/5

Currie Hughes and Associates is a well balanced team who work hard to maximize retirement savings for their clients. They gather all the goals and submit a plan based on their clients plans.

donna A.

5/5

Both Megan and Jamie have gone above and beyond in so many capacities. We are extremely appreciative of the continued solid professional financial advice.

Jamie has been involved with our estate planning For sometime. It is so reassuring that he looks at this from all angles - Customed
to our own personal needs.

We truly value and hold his advise in high regard. His Knowledge base is by no means limited to estate planning. He has helped us in regards to mortgage, Available extended medical coverage, educational accounts, small business, as well as Income tax. He Has worked closely with our accountant -‘Where he was clearly well respected.

Both Megan and Jamie are Approachable - Always available in a timely manner.

I have and I would highly recommend their services.

Donna Callaghan
March 2021

Mike S.

5/5

Jamie, Andrew and Megan have all gone above and beyond for us to make sure we are prepared for retirement and for anything unexpected. They plan with us for our future with careful attention to our risk tolerance and in cooperation with our accountant, lawyer etc. We highly recommend them to anyone that needs complete financial planning services!

Heather P.

5/5

My husband and I have greatly appreciated the investment help from Andrew and Patrick. We have learned so much from them and feel very secure with IGWM looking after our financial future.