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Jeff Stuart

PresidentWe Listen - Financial Planning SolutionsAjax, Ontario

Our practice focuses on financial planning and working with clients in transition. It's during these stressful times that our services tend to be most beneficial and appreciated. We're all about developing plans that guide our clients to their financial destination.

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Overall Rating
5.00 average based on 7 reviews.
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David
Trusted advisor/planner by David, 28 October 2019 Jeff has been my financial advisor/planner for close to 20 years. He is knowledgeable, patient, and explains things in a way that make complete sense for me. He offers great advice and I have always felt that he has my best interests at stake. Jeff does not feel like an "advisor" he feels like a very knowledgable friend who I trust implicitly.
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by David, 25 November 2020
jgrew
Fantastic financial planner by jgrew, 22 September 2019 We have know Jeff for over 24 years and he has always had our best interest in mind, when advising us. Through our many changes and needs in life, Jeff as been there to advise us, helping us come up with plans to achieve our goals. We would highly recommend Jeff to anyone seeking a financial planner!
by jgrew, 25 November 2020
Patcameron
Most trusted financial planner by Patcameron, 23 August 2019 We have known Jeff for 25 years and have trusted him with all our financial planning. When we started with him we had just purchased our home and really had no savings. Through the years with his guidance we saved up for our retirement so that now I am able to retire. I don’t think we would have been in this comfortable position without his advice. Jeff is so knowledgeable and I trust him with everything. As I tell people he took us from zero to one hundred painlessly!! Jeff always has your best interests at heart!
by Patcameron, 25 November 2020
sevans
Trusted Financial Planner by sevans, 9 August 2019 Jeff is an excellent advisor and makes financial planning easy and trouble free. He is knowledgeable, patient and honest with his advice and he customizes financial plans to individual. He is truly a trusted advisor, that always has your best interests in mind when planning your future. I have been working with Jeff for over 20+ years and I believe him to be the best in the business. Trust Jeff to help build the best financial plan for you!
by sevans, 25 November 2020
BurtBalkissoon
Most Trusted Financial Planner by BurtBalkissoon, 9 August 2019 Jeff is the most trusted Advisor and Financial Planner I know. I have know Jeff for 25 years, for peace of mind financially just call him.
by BurtBalkissoon, 25 November 2020
VFlight
High Praise for this Financial Planner by VFlight, 8 August 2019 Jeff is an excellent Advisor and makes Financial Planning easy. He is knowledgeable, patient and honest with his advice. He makes complex topics simple to understand. Jeff has been key in helping us successfully build plans for education, retirement and insurance purposes for over 25 years. He is truly the best of the best and makes his clients feel like family. He is a class act like no other in the business. Trust Jeff to help you build your future.
by VFlight, 25 November 2020
Sortino35
Great teacher and my money guru by Sortino35, 8 August 2019 Jeff has been an excellent advisor. He explains things in a way that I can understand and is patient. He has made some wise choices for me over the years with my input. I feel safe knowing he has my best interests at heart! I also have learned a lot about finances.
by Sortino35, 25 November 2020
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