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Ecivda Financial Planning Boutique
Ecivda Financial Planning Boutique: Asesoría personal y de confianza que trata a los clientes como si fueran de la familia.
5(5 reseñas)
Business
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Ecivda Financial Planning Boutique: Asesoría personal y de confianza que trata a los clientes como si fueran de la familia.
Ecivda Financial Planning Boutique se encuentra en 68 Chamberlain Ave. #200 en Ottawa, Ontario. La firma ofrece servicios de planificación y asesoramiento financiero. Los clientes describen una orientación atenta y paciente a lo largo de la planificación de la jubilación, seguros e inversiones. Valoran la comunicación clara, los horarios flexibles y un enfoque acogedor, similar al de una familia.
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Estrategias personalizadas para garantizar la seguridad financiera y la independencia durante la jubilación, con apoyo continuo.
Carteras de inversión personalizadas adaptadas a tus objetivos, tolerancia al riesgo y condiciones del mercado.
Soluciones de seguros integrales para proteger tus activos y tu familia, incluyendo cobertura de vida y de salud.
Sesiones individuales para resolver dudas, revisar planes y optimizar tu camino financiero.
Asistencia con documentación, programación y tareas administrativas para una experiencia del cliente fluida.
My wife and I are relatively new to investing and were initially a little nervous. After meeting with Brian and Mike any uncertainty that we may have had was quickly replaced with peace of mind and confidence that they were completely in tune to our needs and expectations. We have never once regretted our choice to go with the Ecivda team. Everyone we have had contact with has been patient and gracious in answering our many questions, and we appreciate the time they commit to us. We have never felt like a number or a client, they always treat us like family. So much so, our son has also moved his investments to Ecivda. We would like to send a special shout out to Stephanie, who was especially helpful over the Christmas holidays. Angus and Kathy
Sean and Corey have been very helpful in guiding our retirement readiness plans. Our questions and concerns have been addressed quickly and efficiently, and helped us to have the confidence to take the big step into retirement. Jackie and Stephanie have been most helpful with logistics and documents, and made it easy to work with them even though we are many hours away from the physical office. It has been a pleasure to deal with Ecivda Financial Planning Boutique!
Having started only recently with financial planning (better late than never), Ecivda was recommended to me through a business associate a few months ago. After doing some research and making a phone call to them, I can honestly say that I am very impressed and pleased that this has been the route I've decided to take. They have helped me understand the process, been there to answer all of my questions, and have suggested ways to help me maximize my investments. Having been in business myself for almost 40 years, I have learned that you need to spend money to make money. Their rates are very reasonable and I do not lament paying them for such exceptional knowledge and service. I am looking forward to a long and prosperous relationship with Ecivda as we navigate together these uncertain times. Full speed ahead!
My husband and I have been with Ecivda for over 20 years. Brian guided us through our working years and we are now working with Shawn to keep us on track during our retirement. We have met Jackie, Stephanie and Natalie. Their work is very professionally done and answer questions and requests in a timely manner. We are very pleased to know our investments are in good hands and are happy with our results. We would highly recommend Ecivda.
The financial planning team at Ecivda Financial have been absolutely wonderful to deal with. Shawn and Mike have been attentive, patient, and knowledgeable in walking me through the process and steps required to not only understand my retirement planning needs but also to get the proverbial ball rolling. Their “it’s never too late to start” attitude helped me feel like financial independence in retirement can be a thing. Also, Jackie and Stephanie have been wonderful in terms insurance planning, meeting scheduling, and making sure all the required documents are supplied and their flexibility has been wonderful. I would highly recommend Ecivda if you are starting your financial planning journey and need help or just want to shift to a new financial planning team.
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