CorrWealth Management Inc.

4.7/5 β˜… based on 8 reviews

Contact CorrWealth Management Inc.

Address :

2275 Upper Middle Rd E Suite 101, Oakville, ON L6H 0C3, Canada

Phone : πŸ“ž +799
Website : http://www.corrwealth.ca/
Categories :
City : H

2275 Upper Middle Rd E Suite 101, Oakville, ON L6H 0C3, Canada
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Tomasz Piascik on Google

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Nicky is full of knowledge and is super eager to help. I was making good money but I had lots of debt. After working with her for only a few years I'm in a much better position. I'm richer, I have a plan for my children's education and I'm free from my credit card debt.
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Geoffrey Chu on Google

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Nicky has been absolutely instrumental in helping my family find financial independence. Her energy makes all our meetings engaging and fun. She is also education focused and her ability to take complex topics and simplify them is amazing. I always come out of meetings feeling invigorated and motivated for my future. If you’re looking for someone who is motivated, educated and cares about your future, reach out to Nicky, she’ll be the best call you ever made.
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Jeff Ham on Google

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I've worked alongside Nicky with multiple clients and I can truly say that she is not only a true professional but also that she cares about her clients and goes above and beyond more than anyone I've ever seen. She takes a holisitic approach and really gets to know the needs of each of her clients and educates them. I've forever grateful for the partnership that we've built assisting clients with their wealth management and helping them grow their investment portfolios. If you're looking for a knowledgeable, organized, energetic, educational and holistic approach to wealth management, you need to contact Nicky and Corrwealth today!!!
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Shirley Fuelscher on Google

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For several years now I have been working with Nicky not only on my investments, but also on my overall finances. She has also been a great source of knowledge and comfort during my divorce proceedings. Her professionalism and unwavering committment to her clients is outstanding. I was great a budgeting and staying on track prior to reaching out to Nicky however I was not reaching my full potential with my investments. Nicky walked me through it all with patience and guidance and has been simply amazing.
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Jadranka Majstorovic on Google

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It is really refreshing to work with financial adviser who is truly interested in her clients needs, preferences and circumstances. What really impressed me is the way Nicky took the time with me, her depth of knowledge , patience and common sense approach. Her dedication to clients, business excellence and education sets her apart and I would highly recommend her to anyone wanting to achieve better financial outcomes. I find the whole Corrwealth Team very professional, pleasant at all times, helpful and easy to work with.
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Lisa Penway on Google

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Nicky is one of the most amazing advisors I have ever worked with! Following my divorce I was left with a lot of debts and this caused a lot of stress, loss of sleep and anxiety. Within a few weeks of working with her she managed to organize my household income and set a budget I have been working towards increasing my savings for my future for my children. More importantly she wasn't just in a role of advisor but she was there in an emotionally supportive way and took a lot of time to support me and talk me through things so I was able to understand and feel at ease with it all. She is one of the best professionals I have ever worked with and I highly recommend her to anyone in need of financial support!!
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Jacqueline LeBeau on Google

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I am the owner of the private practice, Evolve, specializing in mental health counselling and wellness. I have sent numerous clients to Nicky for financial support. As a business owner who works with vulnerable people it is very important I align them with the right resources and professionals who I trust will benefit each client as well as support them through challenging times. Nicky’s work isn’t something you can put into words. She’s beyond phenomenal. Every single client returns from their work with her feeling supported and provided the proper guidance and direction, even helping them reach a better place emotionally as Nicky is there to listen as this isn’t just about numbers for her. Nicky will take your situation and turn it into something amazing!! You don’t need to look any further as there isn’t anyone else who does their job as amazing as she does!!
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Maria Correa on Google

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When I first talked to Nicky about my separation, I was in a very vulnerable place. I was confused, upset and depressed. Nicky helped me to focus on my next steps rather than looking backwards. She is excellent at keeping the emotion out of it so that you can concentrate on with what needs to be done with your situation. I found her to be very knowledgeable and compassionate at the same time. Drawing up the paperwork is a very daunting task. Nicky helped me with finding a very good lawyer and also helped me with all the supporting information that needed to be accumulated to prepare the documents for the lawyer. I felt well taken care of and she was there with me from the start to the end. Nicky is very strategic when it comes to her approach at handling separation/divorce. She does not believe in wasting anyone's time and money. She does all her homework well in advance before meetings so the meeting are efficient and cost effective. I would recommend Nicky to anyone who has made the decision to go through a separation and/or divorce. You will feel as if Nicky is walking with you through the whole process and making sure that you come out in one piece on the other side.

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