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Business Profile

Financial Planning Consultants

Metro Financial Planning

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

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1

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Review Details

  • Jeff G

    Date: 14/06/2023

    Save yourself the headache and avoid investing any funds with *************************. I had the unfortunate luck of having him referred to me and I have regretted making that choice ever since. *** ************ ******** *** ****** **** * **** ******* ** ***** ** ********* ** ************* **** *** *** *** ********* ********** He clearly is not looking out for his clients best interests and his poor advising cost me nearly $13,000 in the 8 short months that I moved my portfolios to him. Ive now come to find out he has purchased policys and allocated my money into places where it cant be touched for 8 years without large penalty. Even accessing my money from RRSPs through the ***** **** **** ****** plan came with heavy penalties which I find ridiculous and none of these hurdles were addressed in the beginning before my funds were moved.Again, heed my warnings as its been a painful learning experience but one I hope this review can help others avoid.There is a reason this industry gets a bad wrap and more transparency & oversight is needed and its due to the actions of advisors like ***********Run for the ddhills.

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