Reviews of Future Values Estate & Financial Planning (Financial Consultant)

Heath Block, 615 15 Ave SW Suite 201, Calgary, AB T2R 0R4, Canada

Average Rating:

DESCRIPTION

You have the reviews of real people like you who buy the services of Future Values Estate & Financial Planning (Financial Consultant) in Banff (Canada).

To this day the firm receives a score of 5 stars over 5 and that score is based on 16 reviews.

As you can read, the average score it has is very high, in fact, it reaches the best score it can receive., and it is based on a very large number of reviews, so we may conclude that the valuation is quite reliable. If there are many people who bothered to rate when they are pleased, it works.

As you know, we do not usually bother to place feddbacks when they are positive and we usually do it only if we've had a problem or issue...

This Financial Consultant belongs to the category of Life insurance agency.

Where is Future Values Estate & Financial Planning?

REVIEWS OF Future Values Estate & Financial Planning IN Banff

R D

Oliver Buchmann

Sterling and his team are nothing short of amazing. They provide professional service, are forthcoming about all your finances and truly care about their clients. Five stars is not quite enough,

Megan Purdham

I am a young professional who was new to investing about a year ago. Sterling and his team have been outstanding in answering my questions, providing sound advice based on what my values and end goals are, and being the flexible partner I needed to start investing and planning for my financial future. If you are considering starting out on a similar journey, I highly recommend this competent team of professionals at FutureValues!

Rob Lavoie

Sterling Rempel, has been my personal financial planner for a period of nearing 20 years. He has never skipped a beat during that time. I know that my retirement savings are in good hands and I am get all the important notifications and recommendations needed to keep on track with managing these funds. Over the years I have been gravitating towards more environmentally aware, social governance aware, and charity aware investing - for which Sterling demonstrates exemplary skills! Couldn't be happier!

Karen Turner

Sterling & the team are always helpful in answering questions!

John W

For the last 16 years Sterling and his Team has been there for Me and my Family. We appreciate the fact that Sterling has always done what's right for us. Not for himself. Sterling's humble nature and down to earth approach has made it easy for me to refer him to both my Sister and Mother.

Chris H

The Team at Future Values are highly knowledgeable, friendly, positive and have provided excellent service in a timely manner. They have done a tremendous job with my investments. Thank you, Future Values.

Larry Jantzi

Sterling's expertise and professionalism combined with his responsiveness to my many questions continues to be invaluable.

Tony Tighe

After the financial crash in 2008 my wife and I were not happy with how our financial advisor handled our investments. I had met Sterling through my work as a Journalist, interviewing him for stories about financial planning, and we decided to ask him to review our portfolio. Based on his analysis and experience we moved our investments. The value of our portfolio increased steadily, and when we decided to take early retirement in 2018, we were in the financial position do so. Sterling and his team have provided sound and consistent advice and we both feel without his guidance we would not be in the position we are today. He took the time to learn about our financial goals and was able to create a portfolio that stood the test of time.

Maryann Miller

Needs and information are always meant with the highest quality always available to answer question. I have known Sterling Rempel for a number of years and he has always had my back

Michael Webb

Have consistently received a personal touch and valuable and patient advice for a range of assurance and investment products spanning 20 years.

Rose Peterson

Sterling was highly recommended by family about 7 years ago, I’m very happy with the service provided, and have complete trust in the team. Sterling is now handling investments for more of our family. Thank you for everything you do!

Stephanie Gagnon

Sterling and the team have been our financial advisors for many years. We have always been very impressed with his knowledge and care. Sterling gets to know us as individuals and offers financial planning and products that match our values. We love working with them.

Brad Cote

Sterling has been our advisor for nearly 15 years. Over this time he has shown the patience of a pre-school teacher in helping us become more financially literate. He has guided us through the pandemic with calm and detailed advice. Every question is answered promptly and options provided. This is an intimidating field when one does not work and live in this space every day, and Sterling has helped us make sense of it, and make the best decisions for us within it. We cannot speak highly enough about the advice and care we receive. We are very fortunate to have someone with Sterling's integrity and expertise in our corner. Thank you Sterling for your continued care and passion.

Tim Gain

We started to take a much more active interest in our investments last year, right before the world's stock markets went into Covid free fall. With Sterling's experience and calm guidance he presented us with our options and encouraged us to stay the course. Thank you, Sterling! He and his team treat us as people, not as numbers, which is very refreshing. He actively listened to our financial goals and tailored a plan for us to help us to achieve them. He is always quick to respond to any questions we may have, answering in layman terms. Whether you're a seasoned investor or a financial newbie, Sterling will meet you at your level and guide you accordingly.

Jeff Reading

Sterling, and his team have been our advisors for more than 20 years. Not only has he provided conscientious, detail oriented and thorough service, he has also supported the financial literacy and early investment efforts of our children, who continue to flourish as a result. He has also supported legacy planning and international financial investment transfer challenges. Sterling always impresses me with his current knowledge, diligence, professionalism and ability to stay on top of the needs of our various investments. He's also a talented outdoor leader and whisky aficionado. How can you not like that!

Business Hours of Future Values Estate & Financial Planning in Banff

SUNDAY
CLOSED
MONDAY
8:30AM TO 4:30PM
TUESDAY
8:30AM TO 4:30PM
WEDNESDAY
8:30AM TO 4:30PM
THURSDAY
8:30AM TO 4:30PM
FRIDAY
8:30AM TO 4:30PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Future Values Estate & Financial Planning en Banff
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