Reviews of LAKESIDE FINANCIAL PLANNING (Financial Consultant)

Ali M

We see Darcy for a couple things but for life insurance in particular. Because he doesn't represent any one company in particular, we got to choose which insurance would work for us from a pretty big list of potential companies and weigh out the pros and cons. When I worked insurance in the past, I represented one company and it was difficult to match the client with one of our limited products. That was no issue here. Highly recommend Lakeside Financial Planners.

Angel Rockwell

Darcy is amazing to work with! He took the time to help me and my family get clear on what our needs actually are, and delivered a few options for us that weren't overwhelming. I got life insurance for my daughter as well as topped up my own life insurance coverage. We will absolutely be going back to Lakeside financial for any of our future insurance needs.

Shay Casavant

After having a baby last year, I wasn't sure where to start with savings and RESPs, as well as balancing basic household bills and investing for retirement. Darcy Knight helped tremendously and even found a mutual fund I'm excited about - not a string of words I ever thought I'd say and yet here we are! The staff are always helpful and exceedingly friendly, the parking is free, and the office is located conveniently in the South Pandosy area of the lower Mission.

Angie Pinchbeck

I was referred to Lakeside Financial Planning by a friend (although my mom has been going there for years and I should have just listened to my mother!), and it's one of the first times that I really felt like the person on the other side of the desk *listened* to me and the things I wanted. For example, I've always been interested in sustainable and responsible investing, but when I've asked others in the past, I've been shot down and told that "there's not enough money in that", which was never the point anyway. However, Darcy (who is amazing) was able to show me options that not only fit what I was looking for, but were clearly financially successful! He patiently explained everything and helped me to understand which options were right for *my* wants and needs. They also offer a complete package of service, like behavioural cash-flow planning (which is like budgeting, except it works) and long-term financial planning and modeling. Again, this sets them apart from other places I've been to. I would *highly* recommend these folks, and Darcy in particular, especially if finances make you nervous or you really have no idea what you're doing (like me).