Category: | Point of interest, Establishment, Finance, |
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Address: | 10 Horseshoe Crescent, Waterdown, ON L8B 0Y2, Canada |
Postal code: | L8B 0Y2 |
Phone: | (905) 690-5800 |
Website: | https://advisor.investorsgroup.com/en/carol_doolan |
I can't recommend Carol enough. She took the time to throughly explain all of my options and make recommendations based on her excellent skill knowledge and experience in financial planning. She was friendly and explained things down in a way that I could easily understand. She also followed up with a detailed e-mail of her recommendations even when she had nothing personally to gain from doing so. If you are looking for a Financial consultant look no further!
Carol is very warm-hearted, and a joy to work with. She listens attentively to my needs and makes recommendations best suited to my financial situation. She's very knowledgeable and I trust her discretion in managing my investments. I'd recommend her services, you won't be disappointed!
I recently had the pleasure of a meeting with Carol and found her highly educated and extremely knowledgeable in her field. She is a true professional and tries her very best for her clients. Carol will take your information, income, investments ect then look at your outlay and explain to you with your current lifestyle when you should expect to run out of money and what steps you can take to avoid this pitfall. You should feel at ease and confident when dealing with her, she certainly knows her financial business.
Carol comes highly recommended.
Carol takes the time to explain different options tailored to your particular needs. She explains tax considerations and works towards overall goals and a follows a flexible strategy to meet them. Great to work with!
I would definitely recommend Carol to others. She has access to some exclusive products, has provided above average returns (she puts her client needs above everything else). She is very intelligent and has a huge heart. She really goes above and beyond!