4 Best Gold IRA Investment Companies Near Me in Regina, SK – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Wascana Financial Group Inc – Financial Advisor Regina
ADDRESS: 2350 Lorne St, Regina, SK S4P 2M9, Canada
NUMBER: +1 306-775-3333
SERVICES: Wealth management, Employee Benefit Plan, Estate Planning, Financial Advisor Regina, Financial Planning Advice, Group Retirement Plans, Individual Financial Planning, Individual Retirement Planning, Insurance Investments, Insurance Services, Investment Plans, Investment Strategies, Life Insurance, Pension Plans
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – We met Shane thru the recommendation of one of our best friends. He is as advertised! He has a great work ethic, knowledgeable, and very professional. He will not overwhelm you with loads of information on your first meeting, instead, he will patiently show you how stuff works step by step until you have an idea on how everything works even though it will take few more set of meetings. He will make sure that you are well informed and happy before you decide to entrust him with your hard-earned money! We know that he cares for his clients because of the way he took care of us this past few months! My wife and I are very happy that we decided to work with Shane because we know that we are in great hands! Thank you Shane! Keep up the excellent work! – melville velasco
REVIEW #2 – I met Shane 8 years ago through work, he was our group insurance adviser. I had just left another company that had an investment plan and the new company did not have one. I talked to him about my other investment plan and he got right on it to get my new company enrolled into the same plan. I was so impressed with his work ethic that my husband and I switched all our investments into his capable hands. He has been nothing but amazing with our investments. I have and will continue to recommend him to people looking for an investment advisor. Thank you Shane for all hour hard work!!!!!!! – Char Seeman
REVIEW #3 – Shane has been excellent in supporting Monique and I for Insurance and Investment advice. We enjoy regular visits with updates on our portfolio and continuous investment advice. I strongly recommend Shane to friends and family to support financial growth and security planning. – Terry Mack
REVIEW #4 – We met with Shane Clauson at the beginning of Sept to discuss our future in regards to financial planning and investing in TFSA and RRSP. He was very helpful in getting us set up and guiding us in a direction that will hopefully result in a financially stable future. He was able to answer all of our questions and give advice on what is best for us at this point in our lives. We will be meeting with him again early next year to take our planning to the next stage. Since our first visit to Wascana Financial I have had some questions. Shane has made time for me and he has been very understanding and patient. I am new to the investment world and it’s a bit out of my comfort zone but Shane has made my wife and I feel good about the path we want to go on. It is my hopes that we can build a long term future with Shane and Wascana Financial. Only time will tell. – Jeremy Liski
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Worby Wealth Management
ADDRESS: 855 Arcola Ave, Regina, SK S4N 0K6, Canada
NUMBER: +1 306-791-8145
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 – Chris has been helping us manage our retirement savings since way back in 2005. He’s proven to be professional, trustworthy and ethical throughout, which has taken much of the stress out of financial planning. With help from Chris, we are currently transitioning into early retirement. By now he knows us pretty well, but he still takes time to understand what’s happening with us and our financial goals and he continues to provide recommendations that fit our changing needs. Chris is also very friendly, personable, and genuine. I can recommend Worby Wealth Management without any hesitation. – Ken Anderson
REVIEW #2 – Chris is honest and has his clients’ best interests at heart. With Chris’s expertise, his esteemed clients pay less in taxes, have a clear understanding of their financial plan, and feel confident that they’re on track to meet their financial goals. – Adam Schacter
REVIEW #3 – I had a lot of questions with retirement approaching later this year and Chris has been more than helpful not only with ideas on how we’ll turn my pension into income, but also the when and how of it all. He has set my mind at ease and answered all my questions I had. I would 100% recommend Chris for anyone planning their retirement! Thanks Chris for all you have done to help make my retirement a reality!! You are the best!!!! – D’Arcy
REVIEW #4 – We’ve known and worked with Chris of Worby Wealth Management for a long time and he has shown himself to be a person who delivers on what he promises. His commitment to his own professional development is apparent and we feel we are in good hands with him. – Christopher McDougall
REVIEW #5 – I am thrilled to write this review for my financial manager, Chris, who has already exceeded my expectations since I started working with him. From the very beginning, he demonstrated an exceptional understanding of financial markets and a deep commitment to my financial well-being.
Chris’s personalized approach to financial management has been incredibly reassuring. He took the time to understand my unique goals and crafted a strategy that aligns perfectly with my aspirations. Although I have just started this journey with Chris, his insights and recommendations give me great confidence in the future growth and stability of my investments.
One of the most impressive aspects of working with Chris is his patience and care. He ensures I fully understand every aspect of my financial plan, guiding me through each step from budgeting to more complex financial decisions. His clear, timely, and transparent communication makes complex financial concepts easy to grasp, and he is always available to answer my questions or address any concerns.
Chris’s proactive approach to market changes and opportunities has already made a positive impression. He stays ahead of trends and provides informed guidance that makes me feel secure in my financial decisions. I truly appreciate his foresight and meticulous attention to detail.
In summary, Chris has made an excellent start to our financial journey together. His expertise, personalized approach, patience, and unwavering commitment to my success give me great confidence in the future. I highly recommend his services to anyone seeking exceptional financial management. – Karyn Fleck
MKS Financial Services Inc.- Mike Spicer, Sun Life
ADDRESS: 2220 Willow Rd, Regina, SK S4V 3A4, Canada
NUMBER: +1 306-347-0090 ext. 2225
SERVICES: Education savings consulting, Estate planning, Financial planning, General investment consulting, Insurance annuity investment advisement, Insurance purchase consulting, Insurance-related financial advisement, Investment advising, Retirement-related financial consulting, Retirement savings consulting, Tax planning, Wealth management
OFFICE HOURS
| Mon | 8:30 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 4:30 PM | |
| Wed | 8:30 AM – 4:30 PM | |
| Thu | 8:30 AM – 4:30 PM | |
| Fri | 8:30 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – At MKS Financial my husband and I always feel heard and respected. Our Advisory Michelle is very knowledgeable and ready to assist us at any time. Since we are in our retirement Michelle has been terrific. She provides information in a way that we can understand and is always open to questions and finding the best outcome for us. We feel we have become one of the MKS Family! – Monica Wierl
REVIEW #2 – We have been working with Mike Spicer for many years, and he’s been a steady, reliable guide through all stages of our financial planning. As our family has grown and changed, Mike has helped us adjust our plans with genuine care and insight. We fully trust his advice and highly recommend him! – Alex Urban
REVIEW #3 – MKS Financial Services is awesome. They have fulfilled all of my needs when it comes to planning my family’s future. Mike is very knowledgeable and professional. He is very clear with what his plan is for my investments, while taking in concerns my different preferences and issues. I also like that he was a former teacher and knows our system. Susan is wonderful. I am very appreciative of her patience with me. She is always pleasant. The rest of staff I have dealt with have also been very professional and personal. I have recommended Mike, Susan and the rest to many people. I am very comfortable with the growth of portfolios, because it is an area in life I do not know much about. Thanks, MKS – Kevin Tait
REVIEW #4 – Mike and his team have done top notch work for our family and our investments in the 5+ years we have been with him. Mike is very knowledgeable, and truly wants what is best for his clients. I would not hesitate to recommend anyone to him and his team at MKS Financial for any financial advice or needs. – Tanner Sobkowicz
REVIEW #5 – After I contacted with them only I realized how good service I received from MKS for Sunlife products and services. Very positive. Easy to connect them whenever I want. – Raj Kumaran
John Barabe
ADDRESS: 2550 12 Ave #203, Regina, SK S4P 3X1, Canada
NUMBER: +1 306-757-9915
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Investment advising, Retirement savings consulting, Wealth management, Estate Planning Investing, Group Retirement Plans, Insurance Options, Investing Report, Investing Solutions, Investment Advice, Investment Portfolios, Investment Recommendations, Investment Strategies, Investment Strategy, Investments Investing, Life Insurance, Pension Plans, Personalized Advice, Personalized Strategy, Registered Retirement Savings Plans, Retirement Planning, Retirement Savings Strategy, Rrsp Plans
OFFICE HOURS
| Mon | 8:00 AM – 4:30 PM | |
|---|---|---|
| Tue | 8:00 AM – 4:30 PM | |
| Wed | 8:00 AM – 4:30 PM | |
| Thu | 8:00 AM – 4:30 PM | |
| Fri | 8:00 AM – 4:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – Well, I’ve dealt with John for many years and he has done so well for me. He’s the man to go to. He’s smart and knows his stuff. He is very down to earth. He will help you in every way he possibly can as he did with me I am retired now and all my investments through him have done well so I would highly recommend John in every way. – Greg Nazarchuk
REVIEW #2 -John is very knowledgeable and understands the markets very well. He and his staff are professional and competent. Had our investments with John for over 25 years and now that we are in our retirement years are so glad we made the choice to invest with him. – Donna Pekrul
REVIEW #3 – We have enjoyed John’s expertise and knowledge for investing for several years and appreciate where his advice has taken us. We are pleased that we have weathered some of the storms and are now seeing the benefits of believing in John and his methods for investing. We would highly recommend John as an investment advisor to anyone that asked… And we have done so! – Janice Andrusiak
REVIEW #4 – Have been dealing with John and his team for many years now. Amazing response and service as well as detailed explanations when questions come up. I am grateful for connecting with this team and their dedication to help their clients. – Neil F
REVIEW #5 – My wife and I have been working with John and his team for the last 9 years and we have been nothing but pleased. We have recommended him to others and will continue to do so. If you are a new investor or have been investing for a long time and would like to try someone different, I can promise you will find John to be a difference maker for you. – Merv Tippe
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