Edward Jones - Financial Advisor: Vince Herlaar, CFP®|CIM®|CLU - Victoria

5/5 based on 8 reviews

Contact Edward Jones - Financial Advisor: Vince Herlaar, CFP®|CIM®|CLU

Address :

4430 Chatterton Way Ste 108, Victoria, BC V8X 5J2, Canada

Phone : 📞 +889
Postal code : 8
Website : https://www.edwardjones.ca/ca-en/financial-advisor/vince-herlaar
Categories :
City : X

4430 Chatterton Way Ste 108, Victoria, BC V8X 5J2, Canada
K
Kirsten Ovstaas on Google

Vince is someone who always goes the extra mile. He is quick to respond to even the smallest question. He is a strong, and kind communicator, and he has a wealth of knowledge. I sleep soundly at night knowing my financial future is in his capable hands.
K
Kaitlin Ellis on Google

Vince is an awesome financial advisor. He is knowledgeable, a great communicator, and has helped us plan for our future. Carey in the office always keeps everything organized and all the paperwork involved completed accurately so there is no need for repeat visits. I highly recommend Vince!!
R
Richard Dixon on Google

We have known Vince for some time and followed his career closely. We became clients a number of years ago and have been consistently impressed by Vince. He is always professional, personable and knowledgeable while being prepared and thorough. He knows our approach to our portfolios and answers any and all questions clearly and completely. We look forward to continuing this rewarding relationship in the years to come.
D
Derrick Siska on Google

Vince is our third financial advisor, and our search is finally over! His approach to financial planning is clear and well organized. Offers so much more than just investing. Takes the time to ensure that you understand... something we lacked with past advisors. My families financial future is in great hands. Thank you Vince for being great at your job and actually caring about your clients. Cheers!
D
David Ellis on Google

Vince is an exceptionally knowledgeable financial advisor and a genuinely nice human being to boot. He is well prepared, thorough and attentive to the needs and whims of his customers. Vince and Carey make a great team and I know that my family's financial future couldn't be in better hands!
R
Rona Archer on Google

Vince is an excellent communicator: He asks good questions, really listens, and clearly explains. His willingness to take the time to understand and to make sure that we have understood make him invaluable as a financial advisor. He has set our feet on a financial path and he checks regularly that we are still comfortable with it. We can relax knowing that Vince is watching over our finances. Need I say more?
B
Berte Marr on Google

I love Vince’s work ethic. His priority is working with me to help my investment portfolio target my goal financially for a comfortable retirement. He keeps up with the changing global economy to ensure a positive outcome based on my comfort zone of investment. His passion being the best he can be as a financial advisor gives me great confidence that I am well looked after. I trust his expertise and is brilliant. I also like how he stays in touch with me to review my portfolio regularly. He is the best so far over the many financial advisors I worked with before - a keeper for me. ❤️
L
Liz Verwoord on Google

Vince has exceeded our expectations consistently in all ways. He’s smart, organized (thanks Carey!), assertive, respectful and uses easy metaphors when I get that glazed look in my eyes. My well read husband challenges him often but Vince always has great information to back his opinions. He’s also extremely personable and makes sure there is time to catch up between meetings. Vince and Carey are a really dynamic team and they round us up for regular meetings and ongoing planning. Vince has been instrumental in making our retirement stress free and we know he’s got our back. He’s really passionate about what he does and you get drawn into that. He’s the best advisor we’ve ever worked with hands down.

Write some of your reviews for the company Edward Jones - Financial Advisor: Vince Herlaar, CFP®|CIM®|CLU

Your reviews will be very helpful to other customers in finding and evaluating information

Rating *
Your review *

(Minimum 30 characters)

Your name *