McEwen Financial

Name: McEwen Financial
Address: 535 Yates St Suite 200, Victoria, BC V8W 2Z6, Canada, W, Canada

5/5 ★ based on 8 reviews

Contact McEwen Financial

Address :	535 Yates St Suite 200, Victoria, BC V8W 2Z6, Canada
Phone :	📞 +778
Categories :	Financial planner , Insurance broker ,
City :	W

535 Yates St Suite 200, Victoria, BC V8W 2Z6, Canada

Best Financial planner in Canada

D	Doug Brown on Google ★ ★ ★ ★ ★ I get to work with a lot of entrepreneurs as they put their businesses together. There are certain qualities to the ones who seem destined for success. Aaron has those qualities in spades. First and foremost, he cares about getting it right. That’s evident in the attention he pays to the details. Aaron owns the details, and doesn’t flinch about taking stuff on. At the same time, he works so efficiently, owning the details doesn’t bog him down. I don’t know how he does it. He’s a smart, strategic, rational guy who knows his stuff and plans things carefully. So he has the business side of things locked down. Underlying all this, Aaron is also a very genuine person, with a great network and a strong community behind him. All spells good outcomes to me. I’m happy I get to work with him and witness his success story from the beginning.
J	James Dyment on Google ★ ★ ★ ★ ★ Aaron is the best of the best. I have known Aaron for many years, and his insight, intelligence, and vision have always inspired me. He has a straight-forward, data-driven approach to his work as a financial advisor, that is a huge benefit to his clients. I personally trust Aaron's financial advice and you should too.
A	Alix Boyer on Google ★ ★ ★ ★ ★ I found McEwen Financial online when searching for a financial advisor in Victoria BC. Aaron McEwen has helped me with my financial planning needs, including my investments, life insurance, disability insurance and critical illness insurance. As a doctor, I appreciated his straight-forward approach and the way he makes financial planning much more digestible. I enjoy working with Aaron, and I love his convenient location in downtown Victoria.
p	p jain on Google ★ ★ ★ ★ ★ Aaron is like an 'Insurance and Financial Doctor' protecting you and your loved ones from life's bad events and building for the future. He is a specialist who has given in-depth expert advice, training and coaching to Financial Advisors to help their clients. He is a very warm and friendly person loving what life has to offer and helping people. I have thoroughly enjoyed working with Aaron during our time together in the finance industry. Aaron has been in this business for over 10 years, working with advisors and clients. Because of this, his breadth of specialized knowledge on Insurance is second to none. McEwen Financial uses the latest technology making it easier for clients to access trustworthy and dependable financial advice. I am happy to recommend Aaron for your financial and insurance planning needs : )
C	Chelsey McEwen on Google ★ ★ ★ ★ ★ One thing is certain about Aaron - he has a passion for solving problems efficiently! This is something you don’t find in all advisors. Aaron truly cares about the right recommendations for his clients and he’s not afraid to think outside the box when it comes to planning for his client’s future. His specialty lies in complex insurance and estate planning issues, but he takes into account the additional financial needs a client should be aware of. Not only is Aaron skilled in the financial planning and insurance industry, he is a fun guy to be around so it makes the client experience a more enjoyable one. Operating his business online makes him highly flexible and suitable to meet a client’s needs in our tech driven society. Hands down, Aaron comes highly recommended!
M	Morgan Tate on Google ★ ★ ★ ★ ★ All my experiences with Aaron McEwen have been tremendously positive. Aaron and I previously worked together at a Victoria Wealth Management firm, where Aaron was the in-house expert on topics related to life insurance, critical illness, disability insurance, as well as tax and holistic financial planning. Aaron impressed me with his in-depth knowledge on complex subjects and his ability to tailor his advice to personal circumstances. I would highly recommend Aaron to anyone seeking a financial advisor.
J	Jordan Brandon on Google ★ ★ ★ ★ ★ I've been working for Aaron for just about a year now and can say I am very impressed with the level of service he provides to his clients and how knowledgeable he is. He is readily available for any questions and has offered outstanding guidance on helping me achieve my financial goals. If you are looking for an advisor who will help you every step of the way and make you confident in their abilities then look no further than Aaron! I highly recommend to anyone looking for financial assistance.
R	Raz M. on Google ★ ★ ★ ★ ★ I have been working with Aaron for the past four months or so, and I have to say that my experience has been nothing but fantastic. Aaron has the skills and the acumen to help you build and maintain your wealth with a long-term vision. A relationship with an advisor can only be founded on trust, and such trust has been there all along, one can tell that this is something that Aaron values. Whether during the initial assessment, the definition of my goals, the design of a custom strategy, or the design of a disability plan, everything has been handled with knowledge and expertise. One thing I really like about Aaron is the care he puts in maintaining a network of trusted advisors. He connected me to a couple of his colleagues that were able to help me on complex topics (foreign investments & taxes, business-related questions) and went the extra mile to make sure that my questions were addressed. Overall, it has been wonderful experience to learn to trust as well and delegate my finances to someone as trustful and knowledgeable as Aaron. I warmly recommend you to work with him as your advisor, I trust that your experience will be just as good as mine!