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Review Keywords Analysis

CA / BC / Surrey
Kevin Parton - Certified Financial Planner photo
Kevin Parton - Certified Financial Planner photo
Kevin Parton - Certified Financial Planner photo

Kevin Parton - Certified Financial Planner

Address: 2121 152 St #120, Surrey, BC V4A 4P1, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Retirement Planning $150 - $300 Call to Book
Investment Strategies $100 - $200 Call to Book
Education Savings Plans $80 - $150 Call to Book
Investment Management Portfolio Management $200 - $500 Call to Book
Asset Allocation $150 - $300 Call to Book
Risk Assessment $100 - $200 Call to Book
Financial Consultations One-on-One Financial Review $100 - $250 Call to Book
Monthly Progress Check-in $50 - $100 Call to Book
Goal Setting Sessions $75 - $150 Call to Book
Retirement Accounts Setup RRSP Contributions $100 - $200 Call to Book
TFSA Setup $100 - $200 Call to Book
RESP Setup $150 - $250 Call to Book

What people love

From reviews
Knowledgeable staff Personalized advice Patient explanations Excellent communication Honesty and integrity Listens to clients Trustworthy advice Reliable service Supportive team Thorough process

About this business

IG Weath Management is committed to ensuring that our activities create long-term value for our stakeholders. IGM Financial has a solid track record of sustainability management. We believe it is crucial to our long-term success and value creation. Our core values are built on good governance and ethical behavior. Our business also depends on the respect we show our employees, community, and environment. We aim to be responsible in everything we do. We are successful when we focus on customer satisfaction, employee development and support, as well as meaningful community participation. Learn more about how we create shared value for our employees, clients, financial advisors, and community members in our 2021 Corporate Sustainability Report. For a current summary of our sustainability initiatives and commitments, visit IGM Financial Corporate Sustainability处Kevin Parton – Certified Financial Planner.

Reviews Summary

IG Wealth Management, especially Kevin Parton, are showered with accolades. Most reviews applaud the team's extraordinary finance and preparation and Kevin's superior skills and true interest and care in his customers. A fundamental aspect of this is their ability to discern their clients' dreams and aspirations. Everyone feels that they provide the most accurate guidance for their circumstances and are capable of making informed decisions about financial management and investment. Everyone's experiences and perceptions are vital to the company's success. Customers are the most valued and a proud part of their family forever. These are the very kind of people that make a real difference in advancing and safeguarding strong finance. They certainly and honestly admire this company, especially Kevin when they leave a display and benefit from this incredible service.

Frequently asked questions

7 questions
What do clients say about the work done by Kevin Parton - Certified Financial Planner?
Clients frequently praise Kevin for his professionalism, knowledge, and trustworthiness. They appreciate his personalized approach, noting that he takes the time to understand their unique situations and provides tailored advice, which many reviewers find invaluable.
Does Kevin Parton - Certified Financial Planner offer retirement planning services, and how do clients feel about them?
Yes, Kevin offers retirement planning services as part of his financial planning. Clients express satisfaction with his thorough explanations and the personalized strategies he provides, which help them feel secure about their financial futures.
What services does Kevin Parton - Certified Financial Planner provide?
Kevin Parton offers a range of services including Financial Planning (Retirement Planning, Investment Strategies, Education Savings Plans), Investment Management (Portfolio Management, Asset Allocation, Risk Assessment), Financial Consultations (One-on-One Financial Review, Monthly Progress Check-in, Goal Setting Sessions), and Retirement Accounts Setup (RRSP Contributions, TFSA Setup, RESP Setup).
What are the business hours for Kevin Parton - Certified Financial Planner?
The business hours are as follows: Monday: 9:00 AM - 5:00 PM, Tuesday: 9:00 AM - 5:00 PM, Wednesday: 9:00 AM - 5:00 PM, Thursday: 9:00 AM - 5:00 PM, Friday: 9:00 AM - 5:00 PM, Saturday: Closed, Sunday: Closed.
Can I get a one-on-one financial review with Kevin Parton, and what do clients think of this service?
Yes, Kevin offers one-on-one financial reviews. Clients appreciate the detailed attention he provides during these sessions, often highlighting how informative and supportive they find the experience.
How does the team at IG Wealth Management support clients with investment strategies?
The team provides tailored investment strategies focusing on portfolio management, asset allocation, and risk assessment. Clients commend their expertise and the thoroughness with which they explain investment options.
Where is Kevin Parton - Certified Financial Planner located?
2121 152 St #120, Surrey, BC V4A 4P1, Canada

Location & directions

Surrey, British Columbia
Kevin Parton - Certified Financial Planner
Financial Consultant
Address
2121 152 St #120, Surrey, BC V4A 4P1, Canada
Hours
Closed Now
Kevin Parton - Certified Financial Planner Reviews · 5.0 average
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