We’re a couple with a lot of goals: building investments outside of our farm, growing an RESP for our children, saving to build a home… It was hard to know where to start and if we could do everything we wanted to. The professionals at Innovation Wealth assured us we could and helped us develop an investment plan that covered every base.
I’ve been a member of Innovation Credit Union since 1967. It’s easy to maintain a relationship with an organization that continuously meets my needs. I became an Innovation Wealth client in 2002 and have been nothing but pleased with my investment plan and newly established protection plan. I would recommend Innovation Wealth to any of my colleagues, friends, and family.
When I was initially referred to Innovation Wealth, I thought I’d just be making an investment. They not only helped me consolidate my investments, they simplified my financial life, even helping me with my pension. Most importantly, when my wife passed away they helped me with her estate. I’ll always be grateful for the wonderful service I received during such a difficult time.
Innovation Wealth has been our financial advisor for the past ten years. As a foundation holding endowed funds, it is imperative we have experienced wealth leadership who provides comprehensive investment advice and financial stewardship. Innovation Wealth has always offered sound financial guidance based on our investment objectives, including preservation of assets while enhancing value. We feel that they truly care not only about our foundation and its finances, but also about our community.
I always feel taken care of at Innovation Wealth. From RESPs to RRIFs to helping with my husband’s estate. I’m so impressed with the time they’ve saved me and how well I’m treated.
