MC
Martin Christopher Investments
Planification financière certifiée CFP avec des conseils personnalisés et clairs à Kitchener.
5
Business
$$$
Planification financière certifiée CFP avec des conseils personnalisés et clairs à Kitchener.
Martin Christopher Investments offre une planification financière personnalisée à Kitchener, axée sur des explications claires et une analyse détaillée. Les clients mettent en avant les qualifications CFP de Mason, l'évaluation de la tolérance au risque et des plans pratiques. Le service propose une communication flexible, comprenant des visites à domicile, des rendez-vous virtuels et des visites au bureau, avec des suivis réguliers pour s'adapter à l'évolution des circonstances.
Aucune photo disponible
Évaluation complète de votre situation financière, de vos objectifs et de votre tolérance au risque afin de créer des stratégies à long terme sur mesure.
Supervision continue du portefeuille et ajustements visant à optimiser la croissance et à aligner les investissements sur vos objectifs et les conditions du marché.
Conseils spécialisés pour les propriétaires d'entreprises concernant l'épargne, les investissements et les opérations financières afin de soutenir la croissance de l'entreprise.
Évaluation détaillée à l'aide d'exemples et d'indicateurs pour comprendre et adapter vos préférences de risque d'investissement.
Révisions et mises à jour planifiées pour répondre à vos questions, s'adapter aux changements de vie et maintenir votre plan sur la bonne voie.
Des rendez-vous pratiques à domicile, en visioconférence ou au bureau pour répondre à vos besoins.
Note globale
Curtis Losier
Mason has been a fantastic financial planner! I've been working with him for a few years now to increase my financial situation & he has been a great teacher. Very responsive, honest and to the point. Great sense of humor & all around genuine guy. Would definitely recommend.
Nicole Shapiro
I'm a small business owner and a beginner-level investor, and finances have always overwhelmed me. I was referred to Mason through a friend and he's done a fantastic job at alleviating my worries, helping me understand what to do with my savings and how investments work. He's provided all the details and explanations I need to understand where to best invest, and why it's a smart decision. He's trustworthy and confident in his role, and I would absolutely recommend working with him!
Ryan Labrie
Worked with Mason for a number of years now. He has been very accommodating and helped me push my finances further. We've done house calls, virtual appointments and office visits as well. It's been a seamless experience. Very glad to work with someone who has their CFP and a good grasp on economics. Planning to work with him for the foreseeable future. 5 stars
Paige Holdsworth
Mason is a very personable man who has helped me immensely. He has educated me on multiple aspects on financial planning, he listens to my story & where I’m at, and has helped create a plan as I maneuver through a new business operation. Very grateful for his advice and highly recommend!
Haiyan Liu
Mason started helping me manage my finance since April 2019. He is very detailed-oriented. He started with understanding my financial status, financial objectives, and spending habits. He then carefully explained to me the questions that measure my risk tolerance, and used examples to make me understand the indicators and my own risk tolerance well. Based on my risk preference and financial objectives, he came up with practical plans to help me achieve my goals. Mason checks in with me regularly to see if I have any questions or if there is any update that he should know. When my circumstance changed, he took actions immediately to make sure my investment growth is still on track. When things got rough, he reached out promptly to explain to me the situation and ensured my investment decisions are still the best. In the past 2 years, Mason has been watching out my finance for me diligently and intelligently, and I'm happy with my investment growth so far.
Revendiquez Martin Christopher Investments pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
