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McEwen Financial

535 Yates St Suite 200, Victoria, BC V8W 2Z6, Canada

+1 778-350-2434

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Detailed Information

Place Types Insurance agency
Address 535 Yates St Suite 200, Victoria, BC V8W 2Z6, Canada
Coordinate 48.4265678,-123.3691583
Website Unknown
Rating 5
Compound Code CJGJ+J8 Victoria, BC, Canada

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Reviews

Raz M. (05/21/2020)

I have been working with Aaron for the past four months or so, and I have to say that my experience has been nothing but fantastic. Aaron has the skills and the acumen to help you build and maintain your wealth with a long-term vision. A relationship with an advisor can only be founded on trust, and such trust has been there all along, one can tell that this is something that Aaron values. Whether during the initial assessment, the definition of my goals, the design of a custom strategy, or the design of a disability plan, everything has been handled with knowledge and expertise. One thing I really like about Aaron is the care he puts in maintaining a network of trusted advisors. He connected me to a couple of his colleagues that were able to help me on complex topics (foreign investments & taxes, business-related questions) and went the extra mile to make sure that my questions were addressed. Overall, it has been wonderful experience to learn to trust as well and delegate my finances to someone as trustful and knowledgeable as Aaron. I warmly recommend you to work with him as your advisor, I trust that your experience will be just as good as mine!

Alix Boyer (05/13/2020)

I found McEwen Financial online when searching for a financial advisor in Victoria BC. Aaron McEwen has helped me with my financial planning needs, including my investments, life insurance, disability insurance and critical illness insurance. As a doctor, I appreciated his straight-forward approach and the way he makes financial planning much more digestible. I enjoy working with Aaron, and I love his convenient location in downtown Victoria.

Paul (03/11/2020)

Buying insurance can be an intimidating experience, but I felt totally at ease with Aaron. Not only is he extremely knowledgeable about the various policies and companies, he is also incredibly patient and really took the time to answer my questions. And he was able to suggest the best options for my needs, and even recommended ways I could save money!

Sarah How (05/17/2020)

Aaron was extremely helpful with assessing our insurance coverage needs and getting us the coverage needed. He went out of his way to go through our workplace benefits coverage to ensure we are not paying for anything that we do not need.

Jordan Brandon (01/20/2020)

I've been working for Aaron for just about a year now and can say I am very impressed with the level of service he provides to his clients and how knowledgeable he is. He is readily available for any questions and has offered outstanding guidance on helping me achieve my financial goals. If you are looking for an advisor who will help you every step of the way and make you confident in their abilities then look no further than Aaron! I highly recommend to anyone looking for financial assistance.

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