Services Offered
Financial Planning
Personalized strategies for retirement, savings, and wealth management tailored to your life goals.
Life Insurance
Expert advice and options for life insurance coverage to protect your family and assets.
Critical Illness Coverage
Comprehensive plans to safeguard against critical illnesses and financial hardships.
Investment Management
Access to a variety of investment options to grow your portfolio and achieve financial targets.
Tax Reduction Strategies
Guidance on tax-efficient planning to minimize liabilities and maximize savings.
RESP Setup
Assistance with Registered Education Savings Plans to fund future education expenses.
Reviews
5(5 reviews)
Rating Distribution
5
5
4
0
3
0
2
0
1
0
L
L. W.
via Google
about 2 years ago
great professional, very knowledgeable and calm. easy to talk to, kind and provides clarity on all aspects proposed.
K
Keith Martinvia Google
almost 5 years ago
I would highly recommend Sylvia as a financial planner for anyone that is looking for someone who will listen to what your life goals are and work to help you achieve them. Since we began working with her she has helped us develop a financial strategy to build our retirement funds, protect our nest egg, set up RESP's, and protect our family with the proper insurance. She has access to a large variety of investing and insurance options and presents them to you but is never pushy or trying to make a sale. She's always responsive to any questions and a pleasure to work with. Highly recommended!
C
Cvia Google
over 9 years ago
Sylvia's the best Financial Planner in town!
C
Cory Jvia Google
over 9 years ago
Sylvia has been nothing but wonderful from the day I met her! She has great patience in explaining everything, and very helpful with advice. She told me the most suitable plan that i would have in my current financial standing and has been keen on updates with what has been going on. Pleasant and engaging; I would trust nobody else but her to handle anything in regards to financial plans and accounts! I would highly recommend her if you need any insight on anything regarding finances!
A
a kvia Google
about 11 years ago
Sylvia is on the most honest and reliable financial advisor I have ever worked with. Not only she put together a great plan for myself, she has also been an excellent advisor for my family members especially my sister. Sylvia put together a plan that reduced her taxes, and is helping her save for her down payment. She takes the extra steps to make sure that her clients achieve their financial goals. I recommend Sylvia to anyone who needs to get life insurance, critical illness coverage and of course investments. Sylvia, you are truly one of a kind and I am really happy to recommend you to friends, family, and clients
