White Coat Financial
5/5
★
based on 8 reviews
Contact White Coat Financial
| Address : | 1500 W Georgia St #1900, Vancouver, BC V6G 2Z6, Canada |
| Phone : | 📞 +99 |
| Website : | https://www.whitecoatfinancial.ca/ |
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Martina Esteves on Google
★ ★ ★ ★ ★ Gurtej is amazing! He helped me kick start my investing journey and was very thorough in his explanations and support. He offered personal examples that allowed me to have a better understanding of my next steps, as well as some key considerations on upcoming financial decisions!
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Jaskamal Singh on Google
★ ★ ★ ★ ★ Gurtej is such a wonderful financial advisor. Getting life insurance was a huge step for me and he guided me through it all so well. He answered every concern and really ensured the plan selected best suited my needs and future. I'm super glad to have this checked off my list. Thank you, Gurtej!
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Gina Judge on Google
★ ★ ★ ★ ★ Gurtej is one of only people I trust turning to for financial advice. If you are in need of life, disability, or critical illness insurance - you're in good hands. He's very transparent and will always put his clients best needs ahead of his own. 10/10 recommend.
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Jeevan Jdali on Google
★ ★ ★ ★ ★ I was referred to Gurtej for a consultation re insurance. He was very honest, knowledgeable, friendly and broke down everything to ensure that he was being transparent but also so that I fully understood both how the products work as well as the choices before me. His humane approach is refreshing when it comes to quite a daunting industry and allows you to feel comfortable both sharing personal information to get an accurate quote/financial picture and to ask questions. He is brilliant at explaining anything related to finances in a manner easy to understand and with a natural passion for his chosen field. I feel confident in his expertise & advice and thankful for the referral!
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John Platt on Google
★ ★ ★ ★ ★ I have had a wonderful experience with White Coat Financial so far! Gurtej is exetremly knowledgable, transparent, and personable regarding his advice on insurance, mortgages, and investments. He went above and beyond in his work to provide me with options while also not pressuring me to take his advice. I look forward to continuing to work with him.
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Simran Malli on Google
★ ★ ★ ★ ★ Gurtej is extremely helpful and knowledgeable. He takes his time explaining finances and insurance thoroughly in a way you will understand. He gave me advice that I could easily follow and commit to. I never feel uncomfortable or judged working with him. I no longer feel stressed when it comes to my finances. He is genuine and trustworthy. I highly recommend working with Gurtej!
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Cindy Kumar on Google
★ ★ ★ ★ ★ Gurtej has been great to work with! He went through and explained the different insurance coverages, why they’re important to have and what each one includes. He made sure that I had a good understanding and answered any questions that I had. At the end he provided me options and recommendations on what coverage would be beneficial for me. There was no pressure on what I should choose. Gurtej was professional and easy to talk to I look forward to working with him on any future planning advice I need!
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Dr. Davinder Sidhu on Google
★ ★ ★ ★ ★ We have been seeing Gurtej for a few years now and can say that his focus on your financial well being is remarkable. I’ve been to several other financial advisors and planners in the past and can say that I recommend all my colleagues to see him. There is no dumb or silly question when speaking to him. He actively listens and does everything he can to help you achieve ALL your personal and professional financial goals. ⭐️⭐️⭐️⭐️⭐️
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