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Financial Health Partners
Financial Health Partners: Vertrauenswürdige, persönliche Finanzberatung für dauerhafte innere Ruhe.
4.2
Business
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Financial Health Partners: Vertrauenswürdige, persönliche Finanzberatung für dauerhafte innere Ruhe.
Mit Sitz in Ottawa befindet sich Financial Health Partners unter der Adresse 2725 Queensview Dr #600 und bietet Langfristplanung sowie Anlageberatung. Das Team, zu dem Nicolas Anstis, Don und Ryan gehören, wird für proaktiven, transparenten und persönlichen Service gelobt, der sich an den Zielen der Kunden orientiert. Kunden berichten von zuverlässiger Unterstützung und dauerhaften Beziehungen, die durch aufmerksame Beratung und regelmäßige Nachverfolgung aufgebaut werden.
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Umfassendes Portfoliomanagement und Anlagestrategien, die auf Ihre finanziellen Ziele zugeschnitten sind.
Personalisierte Pläne für Ruhestand, Bildung und wichtige Lebensereignisse, um Ihre Zukunft zu sichern.
Fachkundige Beratung zur Vermögensallokation, Risikomanagement und Marktchancen.
Laufende Unterstützung und proaktive Beratung, um sich ändernden finanziellen Bedürfnissen und Zielen anzupassen.
Erste Bewertungen und transparente Gespräche, um die Dienstleistungen mit Ihren Werten und Zielen in Einklang zu bringen.
Beanspruchen Sie Financial Health Partners, um Informationen zu aktualisieren, auf Bewertungen zu antworten und auf Analysen zuzugreifen.
Gesamtbewertung
Tom Sweeney
I’ve had the pleasure of working with Financial Health Partners, and specifically with Nicolas Anstis, for many years, and I can confidently say they’ve been an invaluable part of my financial journey. Their team combines deep expertise with a genuine commitment to client success, and they’ve consistently provided thoughtful, personalized guidance that reflects both my goals and values. Whether it’s long-term planning, investment strategy, or navigating life’s financial decisions, they’ve always been proactive, transparent, and incredibly supportive. The trust I’ve built with them over time is something I truly value, and I wouldn’t hesitate to recommend Financial Health Partners to anyone looking for a reliable and knowledgeable financial advisory team.
Shannon Armitage
Nicolas Anstis at Financial Health Partners told me that his customers can be traded like "baseball cards". Because of his arrogant attitude, I asked for my accounts to be transferred to my new financial adviser, at which time, he transferred 2 of them to a third party company instead. When I called him about this matter, I have never before been met with such unprovoked rudeness by a professional.
Natalie Dupont
I have been a client at Financial Health Partners for more than 10 years. The service is of the utmost quality. Nicolas truly cares about his clients and follows up regularly by providing advice and ensures things are in good order. Don is also a gem to work with. Extremely trustworthy and highly recommend.
lynne patterson
From the get go I was so impressed with Nic during our initial consult. No such thing as a silly question, and he was transparent and professional, but also a real person behind his obvious knowledge and expertise. Don was so efficient and patient during the initial paperwork submission, and Ryan has been awesome with transitioning my investments! Always there to support with quick responses to any questions I had. I feel not only in good hands financially, but at peace knowing these honest good people genuinely care!
Dave Nelson
We're having great success with Nicolas and his team at Financial Health Partners. My wife and I started with Nic about 20 years ago and have been super pleased with our investments and his solid advice. His management team has been excellent to work with.
