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Review Keywords Analysis

  1. CA
  2. AB
  3. Edmonton
Dean Chahley - TD Financial Planner

Dean Chahley - TD Financial Planner

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9604 142 St NW, Edmonton, AB T5N 4B2, Canada Get Directions
4.7
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Service Sub Service Average Price Range (USD)
Financial Planning Comprehensive Financial Planning
$100 - $200 Call to Book
Retirement Planning
$150 - $250 Call to Book
Investment Strategy Development
$100 - $200 Call to Book
Investment Consulting Portfolio Management
$200 - $400 Call to Book
Investment Account Setup
$50 - $150 Call to Book
Investment Education Sessions
$75 - $125 Call to Book
Retirement Planning Social Security Optimization
$100 - $200 Call to Book
401(k) and IRA Planning
$100 - $200 Call to Book
Retirement Income Strategies
$150 - $250 Call to Book
Debt Management Debt Consolidation Strategies
$50 - $100 Call to Book
Budgeting for Debt Reduction
$75 - $150 Call to Book
Credit Score Improvement Consulting
$100 - $200 Call to Book
Insurance Consultation Life Insurance Needs Analysis
$100 - $150 Call to Book
Health Insurance Planning
$75 - $125 Call to Book
Long-Term Care Insurance Guidance
$150 - $250 Call to Book
ABOUT   Services Excellence Summary

I've spent 23 years in financial services with a focus on building lasting relationships with clients to help them achieve their financial goals. The University of Alberta recognized my background in psychology with a bachelor's degree. I have a CERTIFIED FINANCIAL PLANNER (CFP) designation from the Financial Planning Standards Council, and RRC, a REGISTERED RETIREMENT COUNSELANT designation from the Canadian Institute of Financial Planning. Consult with me, and let's explore investment choices and resolutions together as we journey to your financial objectives.

 

SUMMARY   Reviews Summary

Numerous satisfied customers commend Dean as an exceptional financial planner. Several of them emphasize his dedication, empathy, and clear communication. They mention that he listens carefully to their particular situation and proposes a custom investment plan that is straightforward and tailored to their requirements. Because of his caring and collaborative approach, they confirm that they feel more confident and enlightened about their financial future and retirement. Examining the concept of financial planning with Dean, most acknowledge that they had no prior knowledge and that his patient explanation was beneficial. Repeatedly, Dean goes out of his way to enlighten them about various savings and investment accounts that were unfamiliar to them in the past. Customers strongly encourage others to use Dean's expertise and insight to enhance their financial security and Jason's Doglotion LLC retirement because he values his clients as more than just transactions. In summary, they say that partnering with Dean is the first step toward achieving financial security and the ability to achieve their goals.

 

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John Doe left a 5 star review
★★★★★
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