Reviews of CWP Financial Services Inc. (Sun Life Financial) (Financial Consultant)

Nemanja Babic

Always a great experience dealing with Chris and the whole CWP team - whether I just need an advice on how to do something, financial advice or a recommendation for a professional service, I always received a prompt, detailed and well informed response! I always felt like a valued client, especially during the pandemic when the team would reach out to check in, have a chat and build our relationship!

Sunny Chapelton

Well informed advisors giving friendly service adapted to the clients particular needs.

Nicole Kastelic

Trevor has been my financial advisor for well over 10 years now. I have gained tremendous insight on my finances as well as the operation of global finances. This has resulted in feeling empowered and confident with my investments and money - a continuous breath of fresh air. Trevor is articulate, knowledgable and incredibly reliable. Due to his high calibre professionalism and competence, I have perpetually recommended them to my friends and family. Trevor is an absolute pleasure to work with.

Penny Sgromo

CWP Financial Services has been instrumental educating our family and helping us make well informed choices. Chris and his team (Amanda and Dawson) have been a pleasure to work with as they helped create a personalized plan for us taking us through all of our life's stages. I most appreciate Chris’ simple explanation when advising on complex options and helping us make adjustments as needed. I was most impressed that through our pandemic times, Chris has reached out several times not only to ask about our safety, health and well being but to also help explain market conditions. The personalized service is a game changer. I don’t feel like a number instead a valued client and even family. Thank you Chris and Team!

Brooke Jackson

I originally switched my investments to CWP after becoming frustrated with feeling like a number at one of the big banks. Trevor always goes above and beyond to make financial decisions easier for me. He always has time to explain, answer my many questions and give sound advice. Highly recommend!

Charlotte Porter

My husband and I have been with CWP Financial Services Inc for over 5 years. The service we have received from Chris Poole and his team has been fantastic. Any time we have questions or items to be looked into we contact Amanda and she gets us what we need in a timely fashion. Chris makes sure we have what we need financially for our day to day needs as well as our long term goals. I like that he will take the time to explain everything to you in an easy to understand way when it is needed.