Reviews of Red Willow Wealth Management (Financial Consultant)

Barbi Murray

Craig Strain helped me set up my RDSP in a very professional and efficient manner. The process for myself seemed daunting and he took care of all the paperwork. Steve helped my daughter and I set up our Life and disability insurance and answered all the questions we had very promptly. I trust Red Willow Wealth Management with all my financial and insurance needs. You should too!!

Robin Mungall

Integrity is the first word that comes to mind when it comes to Craig and Steve at Red Willow Wealth Management. They take the time to really understand you and your investment needs, educate you and treat you like a person and not some number. I have referred my trusted colleagues in need of a financial plan to them and every time the subject of retirement comes up they mention how confident they feel now that they have a solid strategy in place. Thanks Red Willow.

Kelly Tran

I’ve had the chance to work with Craig Strain with Red Willow Wealth Management a few times in the past couple months on different transactions (Life Insurance and RRSP contributions). Craig took good care of everything from start to finish. I wanted someone who knew what I needed, and would make the process of everything smooth and simple. I would highly recommend Craig and Red Willow Wealth Management if anyone is looking for someone who is educated and professional to help with their financial planning strategies

Teresa Lindemulder

I highly recommend Red Willow Wealth Management. We highly value their advice during this difficult time!

marlee stewart

Amazing customer service, best coffee in the world and exceptional advice on financial matters! If you want to invest your money to maximize your wealth look no further then red willow financial! Both gentlemen have vast knowledge and experience with investments and they will answer all your questions and help you plan for a better future. Don't hesitate just call and make an appointment today!!

Kevin

I’ve had the chance to work with Craig & Steve at Red Willow, whom I'd recommend to anyone at anytime. Why may you ask? Craig helped me in setting up an amazing life Insurance policy that rewards me due to my healthy lifestyle(not to mention the new apple watch 4 that came with it). I feel in the current times that this rewards based policy is cutting edge and will even help other towards their lifestyle goals. This was all conveniently done on my time, from the assessment to the medical exam where the nurse comes to you, to the finally delivery of the policy. Even after the policy was completed Craig continued to answer all my questions that tied in with the rewards as he uses the same products he sells himself. I can't wait to use their services more in the future.

oil5time

I grew up with both Craig & Steve, playing Hockey together in St.Albert. Their knowledge, professionalism and advice is irrefutable. Highly recommended.

Caitlin Rikley

My partner and I met with Craig & Steve looking for direction as we venture into purchasing our first home. We came in with 100+ questions and concerns, and they kindly spent the better part of an evening reviewing these concerns and setting us up with all the resources/connections we needed to carry on. They were honest, patient, and professional. We have nothing but good things to say about our experience with them! Thanks Craig & Steve!

Eduardo Diaz

I had the privilege of meeting Craig Strain through BNI earlier this year. As the go to Financial Advisor in the group I became very interested in what he does. Since I had long invested with another financial institution I wanted to know what the differences were between his firm and theirs. Through our first meeting in his office I quickly learned that Craig had a very firm grasp on the investment landscape. He was able to speak intelligently on the many investment vehicles available and was able to make proper recommendations based on my specific risk tolerance. I felt comfortable in his office. which when dealing with your long-term financial goals I felt is extremely important. Following this initial meeting I decided to bring by my current investment portfolio. For the first time in 7 years I was able to receive the feedback from a third party that I felt had my best interest in mind. What astonished me from our discussion where several things: 1. I had currently been investing primarily in Canada (80%) during a time when the American market had been doing considerably better. 2. The fees I was paying to my existing institution were astronomically high. With a lower fee more of my money would be invested 3. No changes had been made to the investment in 7 years 4. My investment was insured which is an investment tactic typically used for seniors. After receiving this feedback, it became obvious that I needed to have Craig as my financial advisor. I wanted someone that had his finger on the global financial pulse. Someone that would call when there are changes in the market, someone that would have a better understanding of how to maximize returns through multiple investment vehicles. Someone that will sit down with you annually to discuss financial goals. Someone that simply cares about your financial future. I would recommend Craig to anyone. He will make sure that you are properly educated and properly equipped to have success with long term investing. Thanks Craig

Canea Zahr

Craig and Steve took the time to meet with me on several occasions, address all my concerns in a timely manner. They helped me evaluate my assets to ensure we have adequate coverage in place. They are knowledgeable, personable, they take the time to review all aspects of your financial situation and address all the areas that could potentially pose as a risk for you and your loved ones in the future. I was so impressed with their passion for their profession that I moved my families portfolio to them.

Felicia Wolak

I appreciate all the time taken by Craig to make me feel comfortable understanding my finances and therefore making the correct decisions for my financial life. He was very transparent with my options. He checks in often to make sure I'm still where I want to be financially. The personal touch is definitely present at Red Willow Wealth Management.

Kevin Machado

The Red Willow team are a cut above other financial teams I have dealt with. They have an exceptional grasp on the markets while also making it clear and understandable for the average person. I have recommended family to them and will continue to send anyone in need of life insurance and wealth management their way!

derek macmillan

Dealt with Craig and Steve on my personal side of things, and they helped with my Mom, and life insurance. I felt confident and comfortable with a solid understanding that they were looking after me. I offer all referrals to these gentleman.

christina machado

I have been dealing with this company for a couple of years now. Craig is really knowledgeable, prompt to answer questions. Always there to help if I have questions. He treats my investments like they were his own. I would highly recommend him and the company for your investment needs.

Tre'

These guys are incredible! Craig Strain and Steve Emerson are highly knowledgeable in wealth management, investing, life insurance and disability. Their dedication to advanced education is second to none. They will provide you with clear explanations so you aren't left wondering. If you haven't found a financial adviser look no more. Red Willow Wealth is where you should be!

John Rennie

I had my son Daniel sit down with Craig Strain to start planning his investment strategies. Craig was very thorough and gave Daniel great advice on how to get started on planning for his future. Daniel was thrilled to get some savings he had in the bank that was earning very little over to Craig. Craig made the transition simple and now that money is working a little harder fro Daniel.

Newbie Fitch

Craig and Steve are very knowledgeable about investments and insurance and I would highly recommend them, as an accountant. My 25 year old son also received good advice and there was no sell job on their part just to make a sale. This is very refreshing! You would do well to meet with these gentlemen. (An accountant)

Jeremy Feddema

Amazing team very knowledgeable. Thank you Craig and Steve for helping me get my businesses health plan up and running.

Emily Moore

Polite, professional and informative!!

Ashif K

I have had the pleasure of knowing Craig and Steve for many years. I can say without equivocation that these fellows really know what they are doing. Moreover, they conduct themselves with the highest integrity. That is, they’re a class act. Wether times have been good or challenging, they have steered me and my family so well over the years that I will always be grateful.

lucy horb

My husband and I did our life insurance with Red Willow Wealth Management and found Craig was very knowledgeable and easy to deal with. All my questions were answered quickly! I would recommend Red Willow to all my family and friends.

Joanne Prodahl

Craig is a perfect balance of professional, yet personable. He is incredibly knowledgeable, honest and dedicated to helping his clients achieve their financial goals. I would highly recommend Craig and Red Willow Wealth Management. - Joanne Prodahl

Julie

Craig was so easy to work with and really responsive to any questions I had. He made the process of switching life insurance companies so easy and seamless. I also love the transition we made over to Manulife. They have great incentives and rewards for living an active and healthy lifestyle!

Michael Riske

Met with both of the primary investor/brokers at Red Willow and instantly felt comfortable with them both. Decided to port over my rrsp's from the bank I was using and haven't looked back. Nothin like watching your money grow with no effort.

Jason Dolynny

I have had the chance to sit down with both Craig and Steve and they are both very passionate and knowledgeable about wealth management. I will have no issues with referring them to my network of business, family and friends