Reviews of Marc Morais - RBC Dominion Securities (Bank)

Paul Demarco

Marc is a professional in every sense of the word. Marc has provided our company with a great group benefits plan for a of couple years now and the service has been truly outstanding. He always goes above and beyond to ensure our team understands our plan and that we are always taken care of. Since then we have worked with Marc to develop a proper life insurance plan for our buy/sell agreement and again he did a great job. I would highly recommend Marc to anybody looking for a long term and highly educated financial professional

Graeme Rowell

Marc goes the extra mile with the people he works with. I have really enjoyed working with him.

Sequoia Dental

Marc is my go to person for helping manage my future financial security. His knowledge and genuine caring nature in helping me provide for my family made it an easy design to chose him as my adviser. Marc was interested in making my money work for me and not me to be working for money. If you would like to retire with a big nest egg then contact Marc Morais today.

Leah De Spiegelaere

Marc finds a plan that works for you, he doesn't try to fit you into a cookie cutter plan. His honest advice and sincere approach truly serves the Client and not his own agenda.

Gordon Skinner

Honest, trust-worthy advice.

Marijean Harris

We are very pleased with our experience with Marc. He is very knowledgeable and his advice has been very helpful.

Seth Partridge

It seems like there are a thousand financial planners in our area, and it's very hard to tell who you can really trust to take care of your family and your money. Marc is one of the best planners because he knows his stuff and he is trustworthy. He's very involved in the community, and an all-around great person to be around! I would definitely recommend him.

Natasha Cronkwright

It has been a great experience working with Marc. He is always happy to help and answer any question. He takes the time to ensure you understand, and is very kind and funny. I would recommend him 100%!! Thanks Marc!!!!!! :)

Emily Myles

Working with Marc is really easy! In our first meeting, he advised me on the types of insurance I needed - as well as the types I didn't need. He put together an investment plan for me and calculated where & how much I should invest in order to meet my goals. There is never any pressure, and he always demonstrates clear and strong reasoning behind all of his recommendations. I highly recommend Marc!

Keith McLaren

Marc is very knowledgeable and helpful in your financial plan.

Cathy Okrafka

I have met with Marc numerous times, he is approachable, informative and is knowledgeable about his products. I like the fact that he has his Certified Financial Planner designation as well as his Certified Life License. I like the fact that he takes the time to get to know each person and what their goals are before he recommends a product or a plan to them. He is worthwhile interviewing if you are looking for a financial planner. I know that I have referred both friends and family and they have said some great things about Marc.

Braden

Marc Morais is an excellent financial advisor. Being in small business can be a bit of a learning process. Marc not only provided great advice and helped me set realistic financial goals, but also helped teach me how to identify certain milestones as my business grows and what potential decisions will need to be made in the future.

Nichole Matthews

Marc is a genuine, nice guy who is easy to work with and very helpful. I was nervous to begin working with a financial advisor but he made it easy for me by really taking the time to get to know exactly what it was that I needed. Marc isn't pushy and it does not feel like you're talking to a salesperson, so there is no pressure. I would recommend Marc any day!