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Review Keywords Analysis

CA / MB / Winnipeg
Cascade Financial Group Inc photo
Cascade Financial Group Inc photo
Cascade Financial Group Inc photo
Cascade Financial Group Inc photo

Cascade Financial Group Inc

Address: 1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Investment Planning $100 - $300 Call to Book
Retirement Planning $200 - $500 Call to Book
Education Planning $150 - $350 Call to Book
Insurance Services Life Insurance $20 - $100 Call to Book
Critical Illness Insurance $50 - $150 Call to Book
Disability Insurance $30 - $120 Call to Book
Investment Management RRSP Investments $100 - $250 Call to Book
TFSA Investments $100 - $250 Call to Book
Portfolio Review $80 - $200 Call to Book
Tax Planning Tax Preparation $200 - $400 Call to Book
Tax Optimization $150 - $350 Call to Book
Tax Consultation $100 - $300 Call to Book

What people love

From reviews
Knowledgeable advisors Personalized financial planning Long-term relationships Excellent customer service Smooth process Investment guidance Client-focused Dedicated team Reliable communication Approachable staff

About this business

Cascade - A series of events in which things happen one after another, even if they seem unrelated. Cascade Financial Group Inc was named after the wealth we pass to our clients. It's the legacy we pass on to our family and business partners and, of course, ourselves as we retire. In addition, there is another sense in which the phrase “Cascade” may be used. Ralph found that his clients required a fresh advisor after many years of working with him individually when he founded the firm back in 2009. A year later, his son Tanner joined the team. Then, two further financial advisors, Tom Johnson and Hans Minish – both of whom had worked with Ralph in his earlier days – joined the Cascade team. Your service commitment will be cascaded to somebody else at any moment. That way, your financial planning is more likely to be consistent and seamless.

Reviews Summary

Cascade Financial reviews are filled with glowing feedback, particularly about financial professionals like Tom, Tanner, and Hans. Approbation for an easy-to-understand and supportive approach in setting up investments, insurances, or any questions about lifetime financial planning. These experts show customers creativity, genuine concern, and always exceed expectations on service delivery. Their clients give reasons like gratitude, personal well-being, stable direction, comprehensive control, and even referrals to friends and family for the long-lasting trust developed with their financial advisors. Great customer support, teams, and lifetime connections make for more interest and reliability compared to their competitors. It's a great place to come back with high consumer reviews and ratings. Great company's consumer reviews and ratings can be a hub of exceptional professional services and conscience.

Frequently asked questions

7 questions
What do clients say about the financial planning services at Cascade Financial Group Inc?
Clients frequently praise the team for their approachable and clear communication regarding financial planning. They appreciate how the advisors help them understand their options and guide them towards their financial goals effectively.
Does Cascade Financial Group Inc offer tax planning services, and what do clients think about them?
Yes, they provide tax planning services, including tax preparation and optimization. Reviewers highlight the team's thoroughness and ability to simplify complex tax issues, ensuring clients feel informed and supported throughout the process.
Can I get help with investment management at Cascade Financial Group Inc, and how do clients feel about the service?
Yes, they offer investment management services, including RRSP and TFSA investments. Clients express satisfaction with the team's knowledge and personalized approach, noting that they feel well-informed about their investment options.
Who are the key advisors at Cascade Financial Group Inc, and what do clients say about them?
Key advisors include Ralph, Tanner, Tom, and Hans. Reviewers consistently commend their expertise, approachability, and dedication to client satisfaction, often mentioning how they feel well taken care of by the team.
What types of insurance services does Cascade Financial Group Inc provide?
They offer various insurance services, including life insurance, critical illness insurance, and disability insurance. Clients appreciate the team's guidance in selecting the right coverage tailored to their needs.
How does Cascade Financial Group Inc ensure continuity in financial planning for clients?
The firm emphasizes the importance of continuity by having multiple advisors involved, ensuring that clients will always have support even if their primary advisor changes. This approach has been positively noted by clients in reviews.
Where is Cascade Financial Group Inc located?
1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada

Location & directions

Winnipeg, Manitoba
Cascade Financial Group Inc
Financial Consultant
Address
1730 Corydon Ave, Winnipeg, MB R3N 0K3, Canada
Hours
Closed Now
Cascade Financial Group Inc Reviews · 5.0 average
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