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Reviews (24)
Adam McAllister
2023-09-10
Great experience working with Russ. I'm happy with the results and the recommendations. He was very helpful in answering questions. The process and the portal and how it all fit together in the package was a bit unclear to me at first, and the final report left me with a number of questions. He answered them all in the end, so for that I'm very grateful! Thanks Russ!
Hi Adam,
Thank you for sharing your positive experience working together. I'm delighted to hear that you're happy with the results and recommendations.
Your feedback about the process and the final report is appreciated. Clarity is crucial when it comes to financial plans, and I'm committed to improving. It's good to know that all of your questions were addressed in the end, and your gratitude means a lot.
If you have any more questions or need further assistance in the future, please feel free to reach out. Finovo is here to help you on your financial journey.
Warm regards,
Russ
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devavrat nene
2023-09-04
Russ is our go to person for any financial advice. He is one of the few "fee-only" advisors not only crafted a personalised financial plan that perfectly aligned with our goals but also followed up with us to ensure timely implementation. Our discussions around financial planning, investing, and insurance, helped us immensely to make the right financial decisions. We strongly recommend him.
Hi Devavrat,
Thank you for taking the time to leave such thoughtful and kind words! It has truly been a pleasure serving as you and your family's financial advisor, and I greatly value the trust you've placed in Finovo.
I'm thrilled to hear that our ongoing financial guidance and personalized plans have been beneficial and really appreciate your recommendation of Finovo. If you ever have more questions, need assistance, or know of anyone else who could benefit from our services, please don't hesitate to reach out. I'm here to help you navigate your financial path.
Warm regards,
Russ
Kathy Wallace
2023-07-21
Russ was extremely personable and worked hard to create attainable solutions to reach our goals. He was very accommodating, professional, and detailed orientated, and ensured we understood all our options. He goes above and beyond for his clients, and we greatly appreciated his help. Thank you Russ!
Octopus and Son
2023-06-30
Finovo has been an incredible important part of our success.
Their guidance and understanding of how our business fits into our lives has helped steady our ship in ways we didn't think possible.
We are beyond impressed and grateful for their patience, willingness, and knowledge.
Nicole Krivan
2023-06-09
I’m beyond impressed with how Russ at Finovo financial planning has helped me get my investments on track when I wasn’t getting the support I required from my former investment accounts. He offered advice and a solution that I could understand and that made sense for my investment goals. He was extremely helpful and easy to reach every step of the way. I cannot thank or recommend him enough!
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Will Wearing
2023-03-03
Russ was fantastic! Having a professional to lean on for financial advice that isn't trying to sell us something was exactly what we were looking for. He's personable, knowledgeable and politely points out a lack of knowledge/understanding which was EXACTLY what we needed. 10/10 recommend
Ian Preston
2021-02-11
Positive
Professionalism
Quality
Responsiveness
Value
Russ was both personable and knowledgeable. Great service!
Taylor Guy
2021-02-11
Positive
Quality
Russ was very personable and professional. He worked hard to understand our financial goals as a couple and shared practical strategies we could use right away. We plan to use him again in the future and would recommend him to our friends and family.
Taylor Schenk
2021-02-11
Russ has done a great job of helping us navigate a variety of financial questions including optimizing savings, investment strategies, and home purchasing. He has also taken the time to follow up and respond to questions beyond our initial consult which has been greatly appreciated. Highly recommend.
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Johnny Reid
2021-02-09
Positive
Professionalism
Quality
Responsiveness
My wife and I have implemented all the advice we received from Russ. It was so helpful having an outside voice guide us on financial issues. We feel much more comfortable with our financial future after his advice! Thanks Russ!
Julianne Wieclawek
2020-03-15
My husband and I came to Russ to help us make a financial plan to meet our retirement goals, and what we got out of our meeting was that and much, much more. We were so pleased with the service we received, his attention to detail and general care towards us was a breath of fresh air. He gave us such valuable insight that we would have never been able to do on our own. We tried to get this type of financial advice from RBC and were disappointed at the biased advice we were given from the bank, so it was a relief to get real, honest advice. Thank you for your help Russ, we are so appreciative!
Shawn Johnson
2019-05-31
I'm an entrepreneur going through the up's and downs of finances, amongst other things...
It's good to know people like you exist to serve people like me.
These guys know what they're doing. Russ provided great guidance regarding my financial plan.
To your success!
C B
2019-04-22
If you want to talk to patient and knowledgeable financial advisors and get answers to all your questions, Finovo is the number one place to go.
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Stephanie Hoogveld
2019-04-08
Russ is so fantastic! I attended an hour workshop with him and in that time he provided excellent resources and examples on how to increase my savings by making simple adjustments in my day to day spending. He also advised me on how my fiance and I could work together to set financial goals and build a plan to achieve them. Russ is incredibly knowledgable and I look forward to working with him more in the future!
Connor Trendov
2018-09-26
Kevin and Russ are both extremely knowledgeable and genuine. During my focused financial session with Kevin he provided me a ton of valuable insight and a custom action plan to help me achieve my financial goals. Very thankful for the advice and highly recommend the investment.
Ben Kapinga
2018-09-21
I had the opportunity to go to the meeting where Russ and Kevin where they gave valuable unbiased information about the world of finances which is a scary subject but they simplified it and made it so I could understand everything. Great job and keep up the great work!
Ryan Day
2018-09-21
Russ and Kevin are truly down to earth financial consultants who cut out all the financial jargon. I would HIGHLY reccomend the meet up they host (no BS money chats). You can openly ask questions to increase your financial literacy in a welcoming environment. Genuine, honest, value giving guys!
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Alora B
2018-08-15
Kevin and Russ are true professionals! They are not judgemental about your financial situation and will do their bestfind a solution that fits your needs. I would recommend them to anyone.
Michael Montgomery
2018-04-09
Kevin and Russ are both amazing at what they do! I have had a number of meetings with Kevin and his knowledge, skill, and advice is second to none. I would recommend Kevin and Russ to both business owners and individuals!
Leah Semel
2018-03-26
I've continued to have great experiences with Kevin over the last year or so with him helping me with financial advice. He is very professional and knowledgeable and isn't afraid to give me "real" advice that is the best for me.