2 Best Gold IRA Investment Companies Near Me in Cranbrook, BC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Sun Life Financial – Silver Path Financial Solutions Inc.
ADDRESS: 305 Kootenay St N, Cranbrook, BC V1C 3T6, Canada
NUMBER: +1 250-426-6200
DESCRIPTION FROM BUSINESS: Estate Planning, Financial Planning and Health Insurance Planning
OFFICE HOURS
| Mon | 9:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 5:00 PM | |
| Wed | 9:00 AM – 5:00 PM | |
| Thu | 9:00 AM – 5:00 PM | |
| Fri | 9:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had the opportunity to work with David, through some business he and my mother were doing and I was very impressed. He is compassionate, patient, kind and after interviewing many advisors he was the perfect fit. He really cared and saw the entire picture, he was generous with his advice and had my mother’s best interest at heart. Thanks so much for helping us all David. You are a gem. – C-L
REVIEW #2 – Was great, got in on time. Did what needed to be done. – Raylene Bayley
REVIEW #3 – Expert advice and friendly staff – Jon Pedersen
REVIEW #4 – awesome and knowledgeable people – Claudia Vinette
REVIEW #5 – Well educated/experienced advisors and a kind team! – Brontë Dickson
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Guidance Planning Strategies Ltd.
ADDRESS: 131 7 Ave S #100, Cranbrook, BC V1C 2J3, Canada
NUMBER: +1 250-417-0033
SERVICES: Financial planning, General investment consulting, Retirement insurance, Financial Advisor, Financial Planning, Pension, Private wealth, RESP, RRSP, Registered investment, TFSA
OFFICE HOURS
| Mon | 10:00 AM – 5:30 PM | |
|---|---|---|
| Tue | 10:00 AM – 5:30 PM | |
| Wed | 10:00 AM – 5:30 PM | |
| Thu | 10:00 AM – 5:30 PM | |
| Fri | 10:00 AM – 4:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Chance is a patient and kind person. He takes the time to explain things in a language you can grasp if you need that extra bit of clarity. He makes it fun and has a great sense of humour! Chance knows his stuff and is good at what he does. I was referred by a friend and it was the best thing for my financial decisions thus far & and into the future 👌🏻👍🏼 – Kelli Dalziel
REVIEW #2 – We are so glad and happy to have Chancellor as our advisor!
He is very good, friendly, knows his business and very patient with us old folks and explains facts well!
Alfred and Christa Etzel – Christa Etzel
REVIEW #3 – My partner and I have had great experiences meeting with Chancellor. He has updated us in a timely manner and has never been pushy. I appreciate his ability to answer and explain our financial questions and options or advice in a way that a layperson can easily understand and follow. If you are in need of financial assistance or advice we would highly recommend Chancellor! – Jordyn Lee
REVIEW #4 – Chance was absolutely great to deal with. He offers a range of solutions that he will tailor to fit your needs. He listened to us and then gave us the best options for a financial plan for us. His plan was delivered quickly and was easy to understand and execute. We will definitely be following up with him for regular upkeep on the plan. Also, he is very affordable! – David Hengen
REVIEW #5 – Chance has been incredibly supportive with helping my husband and I plan for our future. He’s kind, patient, very professional and not at all pushy. Chance finds all the necessary information and helps you make a decision that’s best suited for you. Chance is also very accommodating and works around our busy schedules. – Ronnie
REVIEW #6 – Recently, I made a switch from my previous Financial Advisor to Chance, and I must say that I am very happy with the decision. Chance is friendly, knowledgeable, and supportive, and he takes the time to listen to your financial concerns/needs. He has a desire to do what is best for his clients; as a result, he is very thorough with his process. Chance often is reachable and prompt in his replies, which makes answering any questions a quick and easy process. This is especially important for me, as I like to have a financial advisor I’m in continued communication with. I highly recommend Chance as he is quite professional and skilled at what he does, and you will not be disappointed! – Mamuna Sarwar
REVIEW #7 – My Mother and myself have had an excellent experience with Chance. I do highly recommend him. He took great care and time with us, from listening, too answering questions, and address our concerns. We both felt as though our best interests were put first. Being somewhat independent he’s not trying to sell products to meet quotas like the banks. He has a wide arrange of products to choose from which is a great benefit. He was great to explain all available options. We felt more like we were meeting a friend. Thank you for the great service and we both look forward to working with you in the future. – Jenn Rea
REVIEW #8 – Chance has been working with me and my husband for over a year and we really appreciate his knowledge, time and commitment to helping us make good solid financial plans. He is wonderful to work with and we really appreciate having him as our financial advisor. – Pearl Singer
REVIEW #9 – Talking to Chancellor is quite easy because he’ll listen to your questions and answer them to the best of his ability. I think he’s very knowledgable at what he does. I would highly recommend him for doing any investing. – Chris Quennell
REVIEW #10 – When I met Chancellor I let him know that I required communication. In fact, I am an over communicator who needs someone who has follow-through and communication skills. I cannot feel like I carry the burden of initiating changes, reviews or finding problems. He ensured me he could meet those expectations. I can say in the years that have followed he has definitely met my expectations. He is excellent about touching base throughout the year. Most of the time it is a quick phone call to let me know we are in a good place. Sometimes it’s a phone call to let me know he would like us to come in and go over things so we know our options. I never feel like our investments aren’t important or that we are somehow not a big enough account for his time. We are often given multiple options for our budget. Chancellor never makes us feel like we need to go outside of our comfort zone financially to make things work. We give him a number and he finds us a plan. We have recommended him to family and we often talk about how much he loves his job. Chancellor definitely has a passion for his business. – Crystal Green
REVIEW #11 – Our experience dealing with Chance was and continues to be pleasure. He’s patient, kind and very helpful. I highly recommend him for any of your financial planning needs. – Diana Lightburn
REVIEW #12 – Chancellor was recommended to me by family after leaving a pension job. I had no clue how to invest my saved earnings and Chance explained everything to me. I am just starting my financial journey to saving for retirement, the little I do have means a lot to me and he sees me as an equal to people who have much more than me. Every penny and every person has a place no matter our age or wage, Chance is there to steer me in the right direction. His passion for his job and understanding we all have to start somewhere is invaluable. – April Green
REVIEW #13 – Chance is sharp and meticulous. He worked with us to find the best strategies for our finances, and was clear and concise throughout the process. This is the guy you want working for you when it comes to your future. – Dan Crema
REVIEW #14 – I recently started working with Chance and I am extremely impressed with his knowledge and ability to explain things in a way that even a novice investor like myself can understand. I appreciate his patience and willingness to answer any questions I had. I would highly recommend Chance to anyone looking for knowledgeable and trustworthy guidance with their finances. – alex brassard
REVIEW #15 – My husband and I have had the pleasure of meeting with Chance several time and would recommend that anyone looking for help sorting out life insurance issues ,needing a will or finance advise to talk with Chance. A very professional and comfortable man to talk with. – Cathie Fox
REVIEW #16 – Chancellor Litke is one of the nicest, friendliest financial planners I have had the privilege of knowing. He is professional and efficient. I would personally recommend him to anyone needing his services. – Jane Campbell
REVIEW #17 – Chance is always available and flexible for appointments. He is great at taking time to explain and clarify my financial decisions. He focuses on me as an individual to cater to my personal goals. – Riley Rennich
REVIEW #18 – Picking a financial advisor is a very personal decision. Chance is professional, personable, patient and knowledgeable. He is reliable and available to answer questions. I would highly recommend Chance to anyone looking for support to get started with your RRSP and TFSA investments. Chance will be able to design a financial plan to suit your needs today and into the future. – Shelayne Mulholland
REVIEW #19 – Chance is a kind, caring and considerate planner. He has helped my entire family with financial literacy and investments. He will certainly go above and beyond for his clients. – Wayne Armstrong
REVIEW #20 – I am relatively new to the investment realm and Chance has been nothing but amazing! I honestly couldn’t recommend his services more. I stumbled across his contact via a third party website and am extremely happy I did. Chance is extremely knowledgeable, helpful and trusting and I’m looking forward to working together for the foreseeable future. – Jessica Brewster
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