Debtor Advisory Canada

Testimonials

Shelley S.

Having inherited money that would be added to existing savings and investments, I was feeling a lack of confidence around upcoming financial decisions and understanding how these would impact our retirement goals. I wanted to avoid feeling like “I wish I’d known that” in future years. The retirement plan developed, including details around tax strategies, provides confidence as well as simplicity for us to implement.

Monica S.

It was important to us to work with an independent fee for service company to develop a retirement income plan. Debtor Advisory Canada was instrumental in working with us to provide reassurance that we can proceed with our plans. They provided detailed information on the retirement income plan that identified the source and method for withdrawal in a tax efficient manner.

Norma

I was determined to take time to understand my investments, something I had never done before. The Investment Report Card was my starting point which cleared away the confusion. I carefully studied the report, writing down questions to ask my coach, at Debtor Advisory Canada, during our 1 hour conference. I came away from that meeting with helpful suggestions and a plan for my next steps. Debtor Advisory Canada taught me a lot about my money and I felt comfortable with the entire process. I’m very satisfied that I decided to do this!

Mark B.

Debtor Advisory Canada explain everything in easy-to-understand language and helps you to reach your financial goals. Janet has all the best qualities of a professional financial advisor: Debtor Advisory Canada’s thoughtful, methodical, empathetic, personable and client focused. I trust Janet’s advice implicitly and would recommend her to anyone looking for a financial coach. Debtor Advisory Canada are the best money coach around!

Carly P.

I started with no knowledge at all, and my finances were feeling very chaotic. Val helped to clarify so much for me and created a system I can use to organize my business and personal finances and plan for any future uncertainty. I also have a retirement plan, which I didn’t have before, and I feel more confident that I will be able to reach my goals.

Laura

With they professional, caring, and understanding approach, Debtor Advisory Canada got to know us so that he could help us to set up a plan that was personalized to our goals. They helped to simplify the process of how we can make our money work for us so that we are able to afford and save for the things that are important. Debtor Advisory Canada we want to thank you for all of your time, patience, and effort. We look forward to a bright financial future and being able to participate in all of our many adventures to come!

Dale L.

What we most liked about Debtor Advisory Canada advice is that Debtor Advisory Canada provided us with sound and honest professional advice based on our circumstances. At no time did we feel Debtor Advisory Canada was trying to “sell us” anything but guidance in managing our financial affairs.

Get in Touch

We’re here to help you on your financial journey. Whether you have a question, need support, or want to learn more about our services, our team at Debtor Advisory Canada is ready to assist you. Reach out to us through any of the channels below, and we'll get back to you as soon as possible.