Reviews of Willow Wealth Management of Raymond James Ltd. (Bank)

Katherine Friedley

Kirsty has been my financial advisor since 2016 and I can't stress enough how satisfied I am with the professionalism and integrity displayed by the Willow Wealth team. Kirsty and Jill go out of their way to ensure their clients are well-looked after and Kirsty's no-nonsense approach to financial management gives me great comfort. I actually love our financial discussions! To top it all off, Kirsty has always given me spot-on advice and my investments are sitting quite nicely. Highly recommend.

DF Eagle Shine Janitorial Services

professional 10

Moe Rogers

Kirsty has been mine financial advisor for the last 10 years. She is professional and very very good at what she does. She is not pushy but her advice is always spot on. Our investments have done nothing but grow with Kirsty's steady hand. I highly recommend Kirsty.

Willie So

Kirsty and Jill makes a great team working together to cater to their clients' need. Maximizing the growth in your portfolio while finding a balance in risk exposure is always a challenge and we have been delighted with the recommendation that were made to us by the Willow Wealth Management over the years. Highly recommend you consider this team if you are looking to switch advisors to gain more attention to detail services and more personal touches in the relationship with your investment advisor.

Tracy Mitchell

Kirsty and Jill are a powerhouse team that have been instrumental in growing and finessing my portfolio. Jill is a tech master and extremely helpful and responsive with questions or concerns regarding specifics of investment positions. Kirsty is always on the lookout in the markets for new opportunities and wastes no time in exercising her opinion, explaining the options and quickly maximizing new options. While both women are knowledgeable and professional, there is a great deal of passion behind their work of caring for their client's financial wellbeing. Kirsty has gone above and beyond her business obligations and has become a trusted and valued member of Team Tracy.

Jo-Anne Squires

Trust is paramount in our financial dealings with Kirsty and she is number one in this regard. As we age we need to know that our portfolio is well managed and will give us the financial means and security to live the way we want to. Working solely with Kirsty since 2014 and knowing her since 2011, we value the time she will always give us, the guidance available for any questions we may have, any in-depth meetings needed, and her unwavering support. Growing our portfolio is the reason we need a Financial Advisor like Kirsty. Jill, the senior investment representative can make things happen quickly and seamlessly, and is always there to assist. Jo-Anne Squires

Patricia Nasmyth

From the moment I switched financial advisors, this has been a positive experience. I was not pressured, my questions were answered ..and welcomed! Financial management is not a strength for me so I rely on a financial advisor and Willow Wealth Management has been a godsend for me in this regard. Service goes beyond investments, it includes assistance with planning for transitions, liaison with my accountant for tax purposes, lawyer for estate and legal situations, and check-ins related to how things are going which always includes the message "we are always here if you need us." I can confirm this is the case because there have been situations come up when I haven't known where to turn or how to proceed and Kirsty always helps sort out a path forward. Financially, this move to Willow Wealth Management has been positive. With the ongoing support, it has developed into an important relationship that I count on.