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Jeff Stuart | President | Ajax
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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 11 reviews.
5 Star 11 4 Star 0 3 Star 0 2 Star 0 1 Star 0 (You are viewing only 5 star reviews. View all reviews)
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Nick |  |
We listen, amazing! by Nick, 29 January 2021 Been with Jeff for a couple of years. Help me and my family invest our savings and plan for our future. Jeff added Mackenzie to his team and all I can say so far is WOW! Amazing service, I have questions or need something it is resolved ASAP. They treat our money like it’s there own and wants the best for us, makes us feel part of the family. When investing they show what’s best suited for the individual and let you decide no pressure. I like them a lot and enjoy working with them. I would give them a shot!
by Nick, 28 March 2024
RobertC |  |
Highly recommended by RobertC, 29 January 2021 My family has been working with Jeff for about a decade. He has always been a good communicator -- he explains things well and also won't hesitate to state his opinion. I have confidence in both Jeff and Mackenzie, and trust them to help me make the best decisions for my family. We've undergone some major life changes recently, and Jeff and Mackenzie have been very responsive. They've found time to answer emails, follow up with phone calls, send documents, and meet virtually, all on tight timelines. They've been knowledgeable and patient. I trust that they have my best interests at heart and wouldn't hesitate to recommend them to my friends and extended family.
by RobertC, 28 March 2024
Jess |  |
Knowledgeable and trusted by Jess, 29 January 2021 I’ve worked with Jeff for around 12 years and my parents had plans with him before that. Once Mackenzie started working with him, she also assisted us in planning for our future. They are knowledgeable, trusted and great at explaining things in an easy to understand way. I recommend Jeff.
by Jess, 28 March 2024
JQues |  |
We Listen are the best by JQues, 25 January 2021 We recently changed over to We Listen - Financial Planning Solutions and we couldn't be happier. Jeff and Mackenzie are knowledgeable, organized and a pleasure to work with. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. Jeff and Mackenzie are amazing, work seamlessly together and I would recommend the We Listen team to anyone looking for quality financial advice and guidance. They are the best.
by JQues, 28 March 2024
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, 28 March 2024
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, 28 March 2024
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, 28 March 2024
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, 28 March 2024
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, 28 March 2024
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, 28 March 2024
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, 28 March 2024

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