Reviews of Caring for Clients (Financial Consultant)

JA McG

I've been a client of Caring for Clients for a few year now. A very positive experience. Everyone I have come in contact with is very friendly and helpful. I trust them completely with my investments.

Dan Trommater

I don't know what we'd do without Rona and the rest of the Caring for Clients team. They have been our most trusted source of guidance and advice for all of our major financial decisions. We know that our financial wellbeing is Rona's priority in working with us. As a bonus, her patience and guidance have allowed me to shift from being absolutely overwhelmed by all things financial (I'm talking nearly fetal position) to feeling that it's not all that complicated after all. I still need her help, but she's helped me understand that it's not so scary as it seemed.

E D

Amazing experience. So responsive and wonderful financial advice.

Na Na

I had an excellent experience with Rona. I now understand some things that I didn’t understand before and have a new strategy in terms of investing. I was very impressed with the customer service experience and everyone was very pleasant. I thought it is also important to highlight that in an industry where everyone is trying to sell you their investments, it’s important to take advice from someone who doesn’t have bias towards a certain type of investment. I think this business serves an important function. I believe because Caring For Clients is not attached to a bank, they are not trying sell you specific investment, so the information they provide is high quality.

Jen R.

The people here, especially Rona, are extremely condescending and provide horrible customer service. I would not recommend their services at all.