Optim Financial Solutions Inc. - Sun Life - Guelph, Ontario

Optim Financial Solutions Inc. - Sun Life

Adresse: 400 Elizabeth St Unit I, Guelph, ON N1E 2Y1, Canada.

Téléphone: 5197805448.

Site web: advisor.sunlife.ca.

Spécialités: Conseiller financier.

Optim Financial Solutions Inc. - Sun Life est une entreprise qui fournit des services de conseil financier de haute qualité. Grâce à son expertise, les clients peuvent obtenir des conseils personnalisés pour atteindre leurs objectifs financiers.

Autres données d'intérêt:

• Rendez-vous en ligne
• Services sur place
• Parking accessible en fauteuil roulant
• Toilettes accessibles en fauteuil roulant
• Toilettes
• Rendez-vous obligatoire
• Rendez-vous recommandés
• Parking gratuit
• Parking sur place

Opinion des clients

Avec une note moyenne de 5/5 sur Google My Business, Optim Financial Solutions Inc. - Sun Life a démontré sa capacité à satisfaire les besoins de ses clients. Les clients ont loué leur expertise, leur organisation et leur capacité à expliquer les choses de manière claire et transparente.

Une clientèle satisfaite telle que Steve et Sue Lloyd, qui ont déclaré : « Nous avons été très rassurés avec Adam, notre conseiller financier actuel. Il a toujours une plan bien réfléchi et explique tout de manière claire pour nous aider à comprendre ce qui se passe. C'est un soulagement de savoir que nous avons quelqu'un en qui nous pouvons nous confier. Nous recommandons fortement ses services à quiconque recherche de l'aide pour améliorer sa situation financière.

👍 Avis de Optim Financial Solutions Inc. - Sun Life

Steve L.

5/5

We have been dealing with Adam for a few years now as he took over for our previous advisor! We have been more than pleased with our meetings to discuss our finances! He always puts our minds at ease and explains everything so that we fully understand what is happening. He is very organized and always has a plan when we meet. It’s nice to have someone that you can trust with your finances in the world we are living in today! Highly recommend Adam’a services to anyone looking for help with their finances to have a much clearer plan.
Steve and Sue Lloyd

Patrick M.

5/5

I’ve been working with Emily Peek at Optim for a while now and she’s been incredible! She really takes the time to understand my financial goals and risk tolerance, and explains things clearly even when the market is all over the place. Her expertise has helped my investments grow and I always feel confident knowing she’s in my corner. Highly recommend!!

Marjorie S.

5/5

Excellent care! One of the few companies I rely on that still gives me a "warm and fuzzy feeling". Meaning they are still very personable and really care about your well being. I know I am in good hands financially with Optim and especially with my advisor Adam's expertise.

Lisa F.

5/5

Adam is a rockstar and has been so great to work with! He takes the guess work out of everything and is always organized with plenty of data to share. We appreciate his amazing team and how quickly and efficiently they work to get things done!
Highly recommend if you are just starting out or are in need of investment advice.

Nigel M.

5/5

I have been with this financial group for many years. Since my advisor for life has retired we had been with Adam since . We have had exceptional service from Adam and of course all the support staff at Optim Financial. I can’t describe how easy and comfortable we have felt in their capable hands. Adam feels like a friend with my financial health being his priority.

Jordan S.

5/5

Adam has been awesome to work with! Not only has he made us comfortable within our investments/strategies building for the future but he also also given us peace of mind with life insurance. No stone goes unturned with Adam. We are excited for what the future brings in terms of our finances. Thank you Adam!!

Beth M.

5/5

As always very informative, professional!
Adam is looking after us very well. Knowing our financial decisions are in very good hands is one less thing in our lives not to have to worry about!
You are appreciated! Beth Madge

Beverly H.

5/5

We are happy to have Kevin as our financial advisor. Kevin is very professional, knowledgeable, easy going and makes time for us. His staff is also friendly, professional and helpful. You will be in good financial hands with this amazing team! Bev Hitchman