Ocean Wealth
5/5
★
based on 2 reviews
Contact Ocean Wealth
| Address : | 880 Douglas St, Victoria, BC V8W 2B7, Canada |
| Phone : | 📞 +98 |
| Website : | http://www.oceanwealth.ca/ |
| Categories : | |
| City : | W |
|
I
|
Ian Lindseth on Google
★ ★ ★ ★ ★ I have been with Ian Clark and the Ocean Wealth team since 2008 and have been extremely pleased with how the have managed my portfolio over the years. They are extremely helpful in explaining what has been happening with my portfolio as well as my what my options are as my needs change over the years in ways that are helpful, easy to understand, and do not leave me feeling talked down to.
|
|
A
|
A B on Google
★ ★ ★ ★ ★ Ocean Wealth – you’ve come a long way. Ian’s team has grown and so has his ability to provide more services. I’ve known Ian since 2007, when I first stared investing with him. I started small, but eventually moved over all my financials so that they were under one umbrella where Ian put together my financial plan that helped me organize and grow my savings and ensure that I was financially protected. He’s vigilant in managing my accounts and consistent in providing regular check-ups to assess my current financial needs (and sometimes some mental support). He’s even become a family friend in the process. Thank you, Ian!
|
Write some of your reviews for the company Ocean Wealth
Your reviews will be very helpful to other customers in finding and evaluating information
Nearby places in the field of Investment service,
Nearby places Ocean Wealth
