DesignWealth - Victoria
5/5
★
based on 3 reviews
Contact DesignWealth
| Address : | 303-830 Shamrock St, Victoria, BC V8X 2V1, Canada |
| Phone : | 📞 +9 |
| Postal code : | 8 |
| Website : | https://designwealth.ca/ |
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| City : | X |
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Anne-Marie Espley on Google
★ ★ ★ ★ ★ As a young person not knowing where to start in terms of investing, Jared really walked me through the process and gave me a greater understanding of what it means to invest. I highly recommend him as a great place to start.
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Meghan McKenzie on Google
★ ★ ★ ★ ★ Jared and the DesignWealth team offer a service unparalleled to anything I've ever experienced. They allow a safe, non judgemental place to talk and plan about my money, and have helped me build a road map to get to that place where I know I'll be financially comfortable to invest or spend without feeling guilty about it.
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Jeremy Walsh on Google
★ ★ ★ ★ ★ After interviewing various advisors I chose DesignWealth as I was intrigued by their approach to financial well being. Many of the advisors I had spoken to previously tried to sell
me a product without getting to know me. I did not have that experience with Jared & Josue. Though I primarily work with Jared (due to our shared interest of fishing) both
Jared & Josue are there if I have any questions.
The DesignWealth approach really makes you stop & think about what you want in life & the process isn’t always comfortable but this gave Jared a clear picture of my situation
& he was able to clearly lay out a strategy to achieve the best possible results.
Jared & the DesignWealth Team are clearly committed to their clients & I would highly recommend their services.
Jerry D
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