Impact Financial Planning Inc.
5/5
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based on 3 reviews
Contact Impact Financial Planning Inc.
| Address : | 1730 St. Laurent Blvd Suite # 800, Ottawa, ON K1G 5L1, Canada |
| Phone : | π +7787 |
| Website : | https://www.impactfinancialplanning.ca/ |
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| City : | G |
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Justin JW on Google
β β β β β We're typically very private and cynical people (especially w finances) but were duly won over by the broad subject expertise, attention to detail, meeting preparedness (highly underrated!) and professional client care shown. We were so impressed as to feel confident and quite honoured in recommending Impact Financial to friends and coworkers.
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Peter Jaskiewicz on Google
β β β β β It has been a pleasure to work with Richard. My wife and I very much enjoyed his focus on our needs, his independence, his integrity, and his attention to detail. He took the time to explain pros and cons of various options as well as their intricate details. As importantly, Richard has always been very responsive and remains available if we have any follow-up questions. In a nutshell, Richard has gone above and beyond what we expected. We can highly recommend his service which are second to none.
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Alyssia Pantuso on Google
β β β β β I have to give Richard at Impact Financial Planning 5 stars and beyond. I was in the market looking for a financial planner to help me navigate and meet my financial goals. As a young working professional I was looking for someone to assist with creating down payment plans, retirement /estate planning, and budgeting.
Richard did all that, he showed me my incoming vs outgoing cash flow, provide monthly saving goals, educate me on different financial products that suit my needs. He also complies a sustainable budget savings plan suited for my needs and with all that I am on my way to success financially.
Richardβs approach and delivery is excellent. When I met Richard I was a novice in regards to all the terms and definitions of the banking and finance world. Richard explains everything in more relatable scenarios where I would be able to understand the concepts. I have to say now I have a solid knowledge base and feel more at ease when dealing with banks or other financial products
With the ongoing assistance from Richard I am on my way to meet my financial goals, have a secure financial future.
I am so happy that I have found impact financial planning and very excited for me future.
If youβre looking for someone to assist you with your financial goals big or small. Richard is your guy
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