Johnathan Pollock at Capesky Insurance & Wealth Management

78 Albert Street, Oshawa
5 puntuaciones
10.00/10.00
+1 905-571-7644

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Comentarios

Deb Cooper (25.10.2017 19:55)
Just had a great meeting with Johnathan Things r going better then we planned.
Georgeen Cochrane (17.05.2017 17:20)
Johnathan is a knowledgeable professional whose investment advice was extremely valuable to our family. Throughout several meetings he demonstrated patience and understanding as we discussed the most appropriate methods of investment for us. Johnathan is a friendly and interesting person who puts you at ease while discussing business. I highly recommend Johnathan to anyone looking for advice while planning for their financial future.
Craig Follett (03.04.2017 17:00)
Johnathan took the time to carefully explain our insurance options and come to the best possible resolution. Very personable and knowledgeable, we will be looking into continuing our relationship with our investments as well.
Rachel Pollock (21.07.2016 16:24)
Jon has been fantastic! He was great at helping me make informed decisions and was quick to answer any questions I had. He's intelligent, honest, and hard working. Jon always had my best interests in mind.

Being a newlywed and first-time home buyer, I was concerned about the amount of money I would have to spend each month. With Jon's assistance, I was able to identify ways to lower my overall expenses and begin comfortably saving for the future. He tailored a plan that was best suited to me and it feels great to know that I have the protection and security I need going forward.

Jon went above and beyond my expectations and I know he'd do the same for anyone reading this!
Laura Callaghan (30.01.2016 04:56)
Before I knew Johnathan; I did not have any plans for my future. I was not thinking about retirement, or any other long term plans for that matter. As a recent graduate from university; my main priority was to pay off my OSAP quickly. Johnathan has thoroughly educated me. Teaching me about what my investments mean, and what other options are available to me. He explained my options to me in terms that I understood. I have been badgered by several different banks regarding RRSPs, TFSA's or GIC's; yet when I inquire, they speak in financial jargon that is beyond my scope. He has made me not only understand what I am doing, but why that is the best suited option for me. My best interest is always his main priority. I truly feel as though johnathan has prepped me for my future and many possible outcomes; and for that, I thank you!

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