Reviews of Visionvest Financial Planning & Services (Financial Consultant)

Ron Kubara

After years of having Visionvest manage our retirement funds prior to and during our retirement, it has proven to be our best investment decision. The markets have been up and down and yet we can sleep at night knowing we will have the funds we need as time moves on. Arnold and his Team are excellent communicators with professional interpersonal skills and customer service. They listen to us, respond promptly and fit in our schedule; we don’t have to fit in theirs.

Josef Pruger

Arnold is my Financial Advisor for 15+ years. We have established a solid, trustworthy relationship with him and his staff. We are always provided with prompt and excellent customer service and with excellent, knowledgeable financial advise, portfolio structuring and management. We highly recommend Arnold and his staff.

Steve Almond

Arnold sure knows his stuff. He is knowledgeable, trustworthy, and sincere. Just the kind of person you want helping you to manage your money!

Brain Nemethy

Arnold Machel did an excellent review of my financials for retirement. His long term planning and analysis has made my portfolio glow with excitement for my retirement years.

Rob D

Clear, concise, honest and upfront. Regular communication, Arnold cares about his clients.

Shannon Dyck

We highly recommend Arnold Machel and his team at Visionvest. They have given us peace of mind as they manage our investments. They provide regular communication, thorough portfolio updates and are more than willing to consult with us when needed.

Mike Bogelund

Recently completed our annual review and had a great conversation with Arnold - he's been guiding us for many years and we trust his counsel deeply. The office as a whole is also great to work with - easy to contact and efficient at getting requests processed!

Grover 911

Arnold Machel will guide you through the complexities of your financial decisions customized to your level of knowledge. If you "get it" he'll move along, and if you need to slow it down he'll take the time to spread it out in detail.

Keith Benson

I have found VisionVest to be working for me firstly and foremost. They have always layed things out very clearly... risks involved ...costs... value for that cost... And never any pressure...I have been investing through them over 20 years and at one point I had to pull everything out ...there was no second guessing my decision at all...no questions asked no pressure it was just done... And when things settle down I went right back to them.

Silvia Y

Arnold is wonderful to work with, he is knowledgeable, insightful and thorough. I enjoy his sense of humour as well. His team is great too, Lorrainne is responsive and patient for getting all the paperwork done. And you can expect warm cookies at the meetings!

David Grant

Sell major mutual funds that are well run and low risk. Best not to gamble with your retirement funds.

The Great Gazoo

I've known Arnold for a long time and he is one smart guy! He is a great advisor and is very trust-worthy which is obviously necessary when needing advice for financial planning. He also offers help for taxes and insurance needs. I highly recommend him and his team for your needs.

Brad Archibald

I have used Arnold as our financial planner and advisor for over 15 years and trust his advice and guidance. I have full faith that his team are diligently steering our retirement ship in the right direction, weathering the many storms and navigating dangers to ensure we have a safe and comfortable passage to our golden years.

Cory Taylor

Arnold is extremely knowledgeable and keeps me well informed on market conditions and the various investment products available to me. He keeps me focused on my long term goals, and on top of all that, he is a great guy!

Brian Wright

I have been with Arnold and the team at Visionvest for a number of years now and would highly recommend them. Apart from all the qualities listed above they make you feel like part of the “ family “ and go above and beyond the role of financial advisors. I am positive if you were to ask other clients that they would echo my feelings. Thanks Guys, Brian Wright MV Ciao Victoria BC

Amanda Treweeke

My portfolio is well managed, communications are timely and comprehensive. Kudos to Arnold and his team for providing a quality service.

Roderick Chapman

I have been a client of Visionvest Financial Planning & Services for many years now. Arnold has been great with me and always takes the time to explain any questions I may have. He has always made time for me regardless of the size of my portfolio. The entire company is very freindly and professional. I have been with different companies in the past but in my opinion Visionvest by far has been the best. I would highly recommend this company to any of my friends, family or colleagues.

Garry Rolls

Keeps you informed as things are happening. Not after they’ve already happened.

Wanda Davies

Very personable service; always happy to answer all of my many questions; gives advice that is to the advantage of the client rather than only of the advisor. And what other service would send everyone an April Fool's card every year?

Jo B

My previous advisor retired and I was introduced to Arnold. I feel very fortunate he took me on as a client. Arnold is knowledgeable, gives clear explanations and is very patient. I come away from our regular meetings with more insight and understanding. I receive updates and phone calls between in-office meetings. Whenever I call with a question Arnold is available or returns my call within a day. I trust Arnold because he is honest. I know he is trying to do the best for me and I am sure for his other clients.

Carolyne Hoogenraad

Visionvest has helped us build a good portfolio. We have built a very good relationship with all of them

Deborah Wilson

Arnold has been our financial advisor since 1998. We trust him implicitly. He always has our back!

K M

These guys are great! We moved to Germany but they haven't "dropped" us at all. Prompt responses to any kind of questions or concerns. Very friendly. Always eager to go the extra mile to provide excellent service. A big thanks to Arnold and his wonderful team!

Moi Mid

Arnold has looked after our finances for many years, but lately he has been doing even more; he is healing my mind. It is very easy in this time of a virus changing our world and way of life, to feel anxious/depressed/confused and wish for the good old days of last year. In Arnold’s recent email, every one of the readings he sent had spirit-lifting thoughts and suggestions for focusing on positive, hopeful ideas. That is the kind of thing that is helpful, rather than the bad news that newscasters focus on. Now if we could just get him a job as a newscaster and listen to him every night at six, rather than the negativity! He has always been about hope and positivity -- always good things. Thanks for re-establishing my optimism Arnold! You are doing much more for people than just looking after portfolios! Thank you for caring.

Joanne Lillos

The people there are very professional, courteous and welcoming. Arnold is very personable and always explains the details to our satisfaction ensuring we fully understand. We feel that we are in very capable hands, he understands our comfort levels very well and we always leave feeling at ease knowing he is watching out for us. They have also been very responsive when we've needed him in a pinch. A great family company!

Dave Warkentin

I have been a client of Arnold's since he started this business. His straightforward, honest and informed methods have kept me as his client all these years. I would not hesitate to recommend his services to anyone.

Allan Moffat

I’ve dealt with Visionvest Financial for several years. I have found them to be a trustworthy organization with quality advice

Phil Dougan

We have known Arnold and Sharon forever. In terms of service and attention to detail they, their family, and their staff are exceptional and we highly recommend them to anyone who needs financial / investment assistance and advice.

John Hoogenraad

The Visionvest Financial family has helped my wife and I feel a lot more confident about our retirement goals. They have clearly and without confusion explain and laid out a well constructed plan. One of the best financial moves we have made is going to Visionvest Financial

Dawn Haering

Arnold has been our financial advisor since 1998. We appreciate that he is always straightforward and honest and treats our money as carefully as if it was his own. No matter how big or small your investment portfolio is, Arnold will treat you like his most important client. Everyone in the office is enjoyable to work with and quick to respond when you need them.

Grazyna Chernoff

Arnold is our go-to person for financial advice. We appreciate his knowledge, positive attitude and patience when explaining complex options to us in a very clear manner. Over the years we gained some great insight into how we can & should plan our financial future and retirement ,that suited both, our goals and risk tolerance. Awesome & personalized service from all staff at Visionvest Financial. It is a pleasure to deal with them ! Grace and John Chernoff

Taryn Edwards

I always enjoy talking with and conferring with Arnold. He has been my financial advisor for many years, and I trust him. I find him to be honest, caring and full of integrity. I would (and do) recommend him to others with whom I am talking. He certainly has done a great deal for me.

John Wilch

My wife and I greatly appreciate the excellent advice and service from Arnold Machel and his team as very professional, responsive and helpful for our particular financial situation.

Julie Wright

I have found Arnold to be trustworthy, professional and personable. I am grateful knowing that I will always receive sound advice and that all information is explained to me in language that I can understand, allowing me to make informed decisions.

John Crinklaw

My wife and I have found Arnold and his Visionvest staff too be very organzied, knowledgeable and professional . Arnold is always responsive and always comes fully prepared for any meeting regarding our affairs we have had with him. We feel fortunate to have him as our financial advisor.

Doug Worbets

Arnold listened to my questions and objectives. We had a positive productive discussion of projections. He then provided several options that will suit my portfolio and plans at this time. He took the time to make sure I understood the options.

T Lundh

Arnold and his team are consistently reliable, available and helpful.

Ryan L

When we need expert guidance on our finances we go straight to Arnold. He takes the time to fully counsel us on our options and points us in the right direction. On top of this does it in a friendly, easy to understand manner.

ejeffedwards

The Visionvest team have been providing financial services to our family for many years. Their professionalism and advice has always been very well structured and provided excellent guidance.

ronald marchuk

We have been investing with Arnold Machel for the last 6 years and have found him and his staff to have a vast knowledge of investments and being very honest and up front with us. We would highly recommend them to anyone who is looking for a financial planner. R+L

Tom Irwin

Patient and helpful guide to setting up education funds for the grandchildren

Maureen Kelbert

Everyone we deal with is a good combination of friendly and professional. The yearly overview of our particulars is thorough and helpful. Arnold is always there to answer any questions we have and if he isn't available that moment, someone is. We've appreciated Arnold's advice over the many years we've been with him.

alex taylor

We have been dealing with Visionvest for years. Arnold has been our financial advisor. Arnold provides valuable advice. He provides this advice in a very easy way to understand. Highly recommended for a first or second opinion. Alex Tylor

JUNE GATES

I have just recently engaged Arnold at Visionvest and am more than impressed with our initial encounters with Arnold & his staff. They made us feel so important and valuable from the outset and at immediate ease discussing all of our particular financial issues!! We fèel so confident about Arnold's expertise and are more than grateful for the referral to him. We in turn will not hesitate to refer Visionvest to any friends we know who aee seeking financial advice.

Walter Epp

Arnold and his team don’t ever make me feel stupid, no matter how often I ask the same question. He is easily accessible and responds quickly when I leave a message for him. I feel totally comfortable having my retirement income with him.

Maria Koehn

We have worked with Arnold since 2009. I love how he can be trusted to manage our financial future. His ethical and conservative growth approach helps us trust his recommendations. Even through dips in the market, we are farther ahead working with a professional financial planner than managing our own assets. Arnold is a master at understanding how to maximize tax benefits around Charitable giving and RESP investments.

Wanda Nemethy

Made me feel comfortable with my knowledge ( or lack of) of finances. Easy to follow and understand all the information. Asked pertinent questions and informed us well of what we needed to know.

Anthony L

I've known Arnold for a handful of years and decided to switch my investments to his company 5 quarters ago in Oct 2019. Yes, just before the pandemic started. I have waited at least 1 year before rating Visionvest, so that I can post a slightly more objective review. I remember we met a couple times at the beginning, first to gather details on my then-current financial situation & risk tolerance & retirement objectives etc, and then a second time to recommend an investment plan that he thought would be best for me. I can tell you while Arnold definitely did not have a crystal ball in his office, he has used his expertise to put me on an investment plan that not only has survived covid (so far), but also has outperformed my previous investment strategy by a margin.

Lucky Parmar

Arnold and his team have been trusted for about 16 years and have always taken care of me and my needs.

D Wright

Arnold and his team are top notch! As a client for over 12 years now, I can tell you that Arnold is attentive, informative, and extremely personable. I absolutely trust his investment recommendations and guidance

Mike Jeppesen

We have been with Arnold and Visionvest for over 17 years and have found him to be knowledgeable, trustworthy and professional. I would highly recommend his services as he has always taken the time to ensure that our investments were managed with concern and care.