2 Best Gold IRA Investment Companies Near Me in Pickering, ON – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
IG Wealth Management – Helene Ata, CFP, RRC, MFA-P™, QAFP
ADDRESS: 1305 Pickering Pkwy Ste 300, Pickering, ON L1V 3P2, Canada
NUMBER: +1 416-919-3669
SERVICES: Education savings consulting, Estate planning, Financial planning, Home purchasing consulting, Insurance purchase consulting, Investment advising, Retirement savings consulting, Tax planning, Wealth management, Family financial planning, Generational Wealth
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 | 9:00 AM – 5:00 PM | |
| Sun | 9:00 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – My Executive Financial Consultant is Helene Ata. My investments are doing well (above average returns) and one of the (many) wonderful attributes of Helene is how she can break down and explain financial concepts to someone not as financially literate as is my case. That’s why I am a long time client. – Hany Boctor
REVIEW #2 – Helene and her team have been providing solid professional financial advice to my wife and me for several years.
She has demonstrated with confidence that she is committed to helping us achieve our financial goals.
Helene always makes herself available to us when needed. I would not hesitate to recommend her to anyone wishing to enhance their financial goals. – Noel Anderson
REVIEW #3 – Helene Ata and her team of professionals are reliable service providers of technical and intelligent advice on personal wealth management. For me, it has been a good four years of a trusting relationship. – Tess de Jesus
REVIEW #4 – my wife and I half dealt with Helene for close to two decades. We have always been happy with her service because she always goes above and beyond what is needed. I would always recommend her and ig wealth – dave monteith
REVIEW #5 – Helene and team are amazing! Always a phone call away if you need anything. – Maria
REVIEW #6 – Very professional and treats our family like family! – Dennis Rostoks
REVIEW #7 – First Class company where I have found a wealth of knowledge and would recommend for your investment needs – Maureen Black
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Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Wealth Bridge
ADDRESS: 1315 Pickering Pkwy Unit 205, Pickering, ON L1V 0C4, Canada
NUMBER: +1 437-245-3063
SERVICES: Retirement Planning, Financial Planning, Estate Planning, Charitable Giving, Business Continuation Planning, Business Succession Planning
OFFICE HOURS
| Mon | 8:00 AM – 5:00 PM | |
|---|---|---|
| Tue | 8:00 AM – 5:00 PM | |
| Wed | 8:00 AM – 5:00 PM | |
| Thu | 8:00 AM – 5:00 PM | |
| Fri | 8:00 AM – 5:00 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had the pleasure of working with Chen on my financial planning, and I couldn’t be happier with the results. Chen’s expertise and attention to detail helped me navigate complex financial decisions with ease. Their personalized approach and dedication to my financial well-being truly set them apart. I highly recommend Chen to anyone looking for a knowledgeable and reliable financial planner. – Piraveen Sivalingam
REVIEW #2 – Chen is incredibly knowledgeable and always takes the time to explain every detail thoroughly. He walks me through the benefits and potential risks based on the options available, ensuring I understand what’s best for me.
Beyond just insurance, Chen has become my trusted advisor for any investment-related questions. Whether it’s planning for retirement, understanding market trends, or navigating different types of investments, he always provides insightful guidance. He takes the time to listen to my goals and explains options in a way that makes sense to me, no matter my level of financial knowledge. What stands out is his genuine passion for helping others, as he tailors his advice to fit my personal circumstances and ensures that I’m making informed decisions every step of the way me. – Sankar Uthayan
REVIEW #3 – Chen is extremely professional, knowledgeable and a pleasure to work with. He helped us navigate everything from life insurance to investments. His support not only made these financial steps seamless but also instilled confidence in our decisions. We wholeheartedly appreciate his knowledge and approachability – a true asset for anyone navigating financial milestones. – Karuna Mahendran
REVIEW #4 – Chen has extensive knowledge in insurance and financial planning. He takes the time to explain things clearly and always puts your best interests first. I would highly recommend him to anyone looking for trustworthy and professional advice. – Dinesh Ratnasingam
REVIEW #5 – Had a fantastic experience with Chen as my financial advisor! He took the time to understand my goals and provided tailored advice that made a significant difference in my financial planning. His knowledge and professionalism are top-notch. Highly recommend! – Chanchayan Nathan
REVIEW #6 – Chen has been working with me every step of the way to help me understand the life insurance product best suited for my needs. He is honest and sincerely follows up, advises you on the deal that is most beneficial to you. He is genuine, professional, and a gentleman to deal with. I would highly recommend him for any of your financial planning needs. – Rohan N
REVIEW #7 – I had the pleasure of working with Chen for our family’s financial needs, specifically regarding life insurance and RESPs. Chen’s expertise and knowledge in these areas were exceptional. He took the time to thoroughly understand our family’s dynamics and provided tailored solutions that perfectly fit our needs. His attention to detail and clear explanations made the process smooth and easy to understand. Chen’s professionalism and dedication to his clients truly shine through. – Shankari Srithayakumar
REVIEW #8 – Chen has been an invaluable asset to my financial planning journey. His expertise and guidance have helped me navigate complex financial decisions with confidence. I highly recommend Chen to anyone seeking personalized and professional financial advice. – Kasthuri Ganesarajah
REVIEW #9 – Chen was an absolute pleasure to work with. As someone who isn’t well versed in financial and insurance planning, he was extremely knowledgeable and transparent with guiding me through my insurance and estate planning needs. He was thorough; he ensured I had the adequate resources to build my knowledge base which enabled me to make informed decisions every step of the way.
He created a tailored plan for my unique insurance and wealth/estate transfer needs that was fairly comprehensive and adaptable to match my changing demands in the future.
Chen took the extra time to listen to my concerns and researched options that were ideal for my scenario, he truly looks out for your best interest and doesn’t prescribe a one size fits all solution! – Vaisny Balamurali
REVIEW #10 – Chen has been my financial advisor for over 5 years. I’ve always appreciated his commitment to taking the time to understand the unique financial circumstances of each of his clients and recommend solutions that are custom to each case. I highly recommend him to anyone. He makes information accessible for his clients to understand estate planning, tax planning, investment planning, and the other important areas that families should be thinking about as they grow. – Siva Vimalachandran
REVIEW #11 – Chen from Wealth Bridge was amazing to work with. He was always readily available to answer my many questions I had regarding life insurance, he’s very knowledgeable in the space and helped tailor a solution that worked best for my situation. Would highly recommend Chen to anyone looking to get more guidance on life insurance and future planning. – Kerth Re
REVIEW #12 – Chen is a knowledgeable and trustworthy insurance advisor. His personalized recommendations and attention to detail have been instrumental in securing the right insurance coverage for my needs. I highly recommend his services! – Kay You
REVIEW #13 – Chen has been incredibly helpful. He took the time to understand my needs and found the perfect policy for me. I feel secure knowing he’s looking out for my best interests. Highly recommend his services! – Divanisa Kulasingham
REVIEW #14 – Chen has been an invaluable asset in providing me with Life Insurance coverage and Estate Planning advice. Chen possesses an impressive depth of knowledge in the insurance and financial planning sector.
Chen took the time to understand my unique needs and financial goals. He meticulously crafted a comprehensive insurance plan tailored to my circumstances, ensuring that I have the right coverage to protect my loved ones.
What sets Chen apart is their genuine care for his clients. He is not just an advisor but a trusted partner who always puts his clients’ best interests first. His professionalism, integrity, and commitment to excellence are evident in every interaction. He is always accessible, ready to answer any questions, and provide ongoing support.
I highly recommend Chen to anyone seeking expert advice in Life Insurance and Estate Planning. – Mahi Annalingam
REVIEW #15 – Chen from Wealth Bridge has been an absolute gem when it comes to managing my Life Insurance needs. His exceptional knowledge and professionalism shine through in every interaction. From the very beginning, Chen took the time to understand my unique circumstances and financial goals, ensuring that the insurance coverage provided was not only comprehensive but also tailored to meet my specific needs.
What truly sets Chen apart is his unwavering commitment to providing ongoing support. Whenever I have questions or need to make adjustments to my policy, Chen is always there with prompt and clear guidance. His dedication to ensuring that I have the best coverage possible gives me peace of mind, knowing that my family and I are well-protected.
Furthermore, Chen’s personalized approach and attention to detail make the entire insurance process smooth and stress-free. His ability to explain complex insurance terms in a simple and understandable manner has been invaluable. I appreciate his transparency and honesty, making me feel confident in the decisions we make together regarding my insurance coverage.
In conclusion, Chen from Wealth Bridge is not just an insurance agent; he is a trusted advisor who goes above and beyond to provide exceptional service. I am grateful to have Chen on my side, guiding me through the intricacies of Life Insurance with expertise, care, and genuine dedication. Thank you, Chen, for your outstanding support and commitment to ensuring my financial security. – Sid Z
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