Investing in St. Catharines, ON

8 locations found near St. Catharines
RBC Dominion Securities Investing

“We have dealt with RBC Dominion Securities for a number of years. Specifically, with Investment Advisor, Angelo Meffe, and his team members, Scott Jarvis and Andrew Sardis.Angelo is exceedingly well-versed in finances and financial planning. I always look for someone, no matter the business, who is well-prepared for meetings, can answer questions without beginning a sentence with, “I think…,” and, overall, knows what they’re speaking of.I am confident when I ask questions of Angelo, Scott, and Andrew, that they know what they’re doing and have prepared documents ahead of time, without wasting my, and their, time searching for things, or not having documents at hand. It seems trivial, but it never instils confidence when the “expert” is running around while you sit in an office waiting. You won’t find this with Angelo Meffe.Some time ago I worked for a number of years in high profile law firms in Toronto and on the west coast, as well as in the computer industry. In both sectors, professionalism was always at the forefront and, you will notice from my other reviews, that professionalism is a number one concern for me. Professionalism isn’t limited to knowledge, it also encompasses punctuality, preparedness, courtesy, and manners.Last summer, I had to rely on Angelo’s expertise heavily and I can assure you, he was professional, knowledgeable, polite, and never once spoke in a condescending manner when I asked a myriad of questions. It is obvious that Angelo takes pride in his profession and I know that he keeps his clients up to date on their finances, as well as providing us with information that builds our own knowledge.I also had to deal with one of the large Canadian banks last summer and they were not nearly as knowledgeable, or 100% confident in their answers to what I believed were standard queries. I don’t like that, nor do I think these individuals ought to be advising clients when they are not always correct answering standard queries. I felt it was a hit and miss when I asked questions and found myself researching for myself before I asked individuals at the bank.It was akin to seeing both ends of the spectrum: Angelo and his team fully versed in financial planning, while the bank (it wasn’t RBC…) felt amateurish. Fortunately, at my bank I found two individuals who did know what they were doing, but others? Not so much.I can wholly recommend Anglelo as an Investment Advisor without reservation.”

5 Superb1 Reviews
Meridian Credit Union Investing

“I am writing this review on Danyelle Fowler, i have been a member with meridian for 22 years and always deal with Danyelle, her customer service is exceptional, she goes out of way to help her clients. thank you Danni for your excellent customer service!Todd W”

2.3 Poor14 Reviews

Investing in The Nearby Cities

  1. St. Catharines, Ontario