Financial Advisor in Canada
ABCFinancialAdvisor offers life-changing financial consultations for individuals and businesses in Canada.
Best financial advisors for retirement planning, investment management, estate planning, and insurance management in Vancouver and Toronto.
Providing professional advices on tax and financial services.
headquarters
other locations
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1075 West Georgia StVancouver, BC V6E 3C9Canada
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Financial Advising & Planning for Finance Expansion
"They provide us with insight as to the efficacy and prudence of our risks and decisions."
the reviewer
the review
Briefly describe what your company does and your role there.
I am a department head for financial and expansion
What were your company's goals when you started looking for a partner?
To find a partner to help us operate the company better and to serve the needs of our employees
Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.
They provide us with insight as to the efficacy and prudence of our risks and decisions as well as keep us i. Check
How many people does your company work with?
2-5
How did you find this provider?
Online search
Why did you choose to work with them?
- Pricing fits our budget
- Great culture fit
- Good value for cost
What are the results or deliverables of this partnership that demonstrate progress or success?
Our decision making process in regards to risk tolerance has improved
How does your team communicate with this service provider?
- In-Person Meetings
- Virtual Meetings
- Phone calls
- Email or Messaging App
- Project Management platform
Are there any areas for improvement or something this service provider could have done differently?
Not right now
Thanks to ABC Financial Advisor's guidance, the client's decision-making process when it comes to risk tolerance has been enhanced. The team also regularly communicates with the client to keep them updated with their workflow.