The amount of education I have received without being pushed to purchase any product is priceless in this place. Very happy with my decision.
My understanding from financial companies used to be was that majority of them tried to sell a product to you regardless if you need them or not! Once I decided try Royal Wealth Financial for my financial needs, it changed my whole perspective as with their expert agents each individual brought different expertise to put together a 360 degrees view for my Financials. One shop place for everything from my mortgage protection, disability, retirement planning, kids education plan and even parents travel insurance to savings and investment all were taken care of in one company. Was very convenient to be able to pick and choose which product provider to deal with. Customize the plan and make it as my own to meet all my financial needs. I highly recommend them
I had a pleasure of getting advise from a great advisor and her team in Royal Wealth Financial on my investment and how to protect my mortgage, and leave a legacy for my children. She was very knowledgeable and friendly made me feel comfortable and easily trust her to open up on the details of my financial needs. She first did a financial analysis to identify what my financial needs were, educated me on what would be bigger issues if I don’t take care of them , and then introduced a few different plans from different financial companies to compare. Based on my requirements and what works best for me, I picked the solution that suited me the best and we customized it together. The application was quick and friendly. I never had any financial advisor providing service in this detailed and professionally putting my needs and requests first. I highly recommend Mahsa and her team as financial advisor for any of your financial needs.