Connor, Clark & Lunn Financial Group
3.7/5
★
based on 3 reviews
Contact Connor, Clark & Lunn Financial Group
| Address : | 2300-1111 W Georgia St, Vancouver, BC V6E 4M3, Canada |
| Phone : | 📞 +8 |
| Website : | https://www.cclgroup.com/ |
| Categories : | |
| City : | E |
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Jacob Kim on Google
★ ★ ★ ★ ★ |
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Chris Shin on Google
★ ★ ★ ★ ★ I was referred to Connor, Clark & Lunn by Peter Cisheki of Everything Financial who gets a referral fee. Five weeks in, in early June 2018, I fired both.
When I provided notice that I was transferring my investment to another firm, I discovered that they had failed to disclose and explain some material terms of the investment and fee structure and that they had made some very bad choices that were going to cost me tens of thousands of dollars in fees unnecessarily. I then fought for a month with CC&L to liquidate and transfer 100% of my assets. I also had to hire a lawyer for the liquidation process. What should have taken a few days for the transfer to my new investment firm took a month as they put many obstacles and delay tactics.
I trusted and expected CC&L to act in my best interests as they have a fiduciary duty to do so and I feel they betrayed this trust. I am unimpressed with their services.
This business with CC&L caused me unnecessary stress for over a month and delay in liquidating my assets, as well as unnecessary legal expenses.
In the end, I filed a formal complaint with the BC Securities Commission and Financial Planning Standards Council against CC&L and their Certified Financial Planner.
I will never do business with CC&L and I do not recommend them.
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Alan Reynolds on Google
★ ★ ★ ★ ★ Janice and her team at CCL are extremely helpful and very easy to deal with! Janice is always willing to go the extra mile to ensure her clients understand the financial information you have been presented. As well - their online portal is quite easy to use and i'm very pleased at how easy it is to navigate. Thank you Janice for all your help and professional advice!
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