Clayton Financial - Edmonton
5/5
★
based on 1 reviews
Contact Clayton Financial
| Address : | 8003 102 St NW #203, Edmonton, AB T6E 0B9, Canada |
| Phone : | 📞 +888988877 |
| Postal code : | 6 |
| Website : | http://claytonfinancial.ca/ |
| Categories : | |
| City : | E |
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Adeel Qureshi on Google
★ ★ ★ ★ ★ I booked an appointment with Melanie Wade after meeting with a financial advisor at a larger establishment to get a second opinion. Melanie was extremely courteous, organized and well versed in the world of mutual funds and investments. Melanie went through the investments that I had, explained them all to me and discussed comparable products with me that I can switch to, with a list of pros and cons.
It is not often that you find a financial advisor who is willing to spend so much time doing background work, research and basic training on financial planning for an individual who is not yet a client. All the while being very understanding of my lack of knowledge of the details and nuances of her business. She was much more thorough than anyone that I have met to date.
I have since begun to transfer my RRSP investments over to Melanie and am recommending her to everyone I meet.
Adeel Qureshi
AQurate Bookkeeping and Consulting
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