Reviews
This profile includes reviews for Skyward Financial Ltd.'s headquarters and its corporate-owned locations. To view all corporate locations, see
Customer Review Ratings
Average of 19 Customer Reviews
Want to share your experience?
Leave a ReviewReview Details
Review fromCharlie S
Date: 25/02/2025
5 starsCharlie S
Date: 25/02/2025
Chatting with Curtis was an absolute pleasure. His deep knowledge and passion for what he does truly shines through, but what sets him apart is how much he genuinely cares about the people he works with. He takes the time to listen, making every conversation both insightful and personal. Finding a financial advisor who is not only highly skilled but also happy to discuss anything and everything is rare—and Curtis is exactly that. Anyone who works with him will be in excellent hands. I can’t recommend him highly enough!
Skyward Financial Ltd.
Date: 23/04/2025
Thank you, *******! Glad you found it helpful meeting with us!Review fromDaniel M
Date: 18/03/2024
5 starsDaniel M
Date: 18/03/2024
Informative and straightforward. Any questions you have are answered with clarity and helps build a sense of confidence with financesSkyward Financial Ltd.
Date: 19/03/2024
Thanks, ******. Really appreciate your review! Hope to talk with you again soon :)Review fromCarlos M
Date: 07/02/2024
5 starsCarlos M
Date: 07/02/2024
I have been working with ****** for the past few years and he has helped me so much. Every time we meet, he takes the time to make sure I understand everything weve gone through and educates me so I learn how to make better financial decisions in the future. Whether he is at home or traveling, he will always finds time for his clients. I honestly do not believe Id be in the financial state I am in without his guidance and knowledge. I cant wait to see what the future has in store but with ******************** me, I know it will just get better!Skyward Financial Ltd.
Date: 09/02/2024
Awe, thanks so much, ******. It's been an absolute pleasure to work with you over the years, and we're really happy you've enjoyed what we've done together too! We're eager to see what the future has in store for you as well!! Take care!Review fromHector V
Date: 04/02/2024
5 starsHector V
Date: 04/02/2024
There are many uncertainties when it comes to planning for the future. At Skyward Financial, ****** took the time to build rapport and support my financial interests. They also covered the spectrum of financial planning, from investment management to estate planning. Overall, I felt comfortable discussing my financial goals and more confident about meeting my financial needs in the future.Skyward Financial Ltd.
Date: 06/02/2024
Thanks for your review, ******! It's been really great to work with you over the past years and for us to develop a strong relationship together. All the best!Review fromJulia H
Date: 01/02/2024
5 starsJulia H
Date: 01/02/2024
Amazing!! ****** is a lovely individual who takes time to explain everything thoroughly. The company is transparent and is built to help people better set up and understand their finances. So far I have noting but great things to say, and I have had a great personal experience.Skyward Financial Ltd.
Date: 02/02/2024
Awe, thanks *****! We're really happy about your feeling of transparency working with us. That's our #1 priority! Take care :)Review fromQuinn L
Date: 28/01/2024
5 starsQuinn L
Date: 28/01/2024
Great working with them! ****** has been super helpful and patient with helping me budget, set up investments and answer questions. He's always available if I have any questions and very friendly and knowledgeable. Highly recommended!Skyward Financial Ltd.
Date: 29/01/2024
Hi *****! Thanks for the review; we appreciate you sharing your experience with us :) **** care!Review fromKarissa L
Date: 10/07/2023
5 starsKarissa L
Date: 10/07/2023
Reliable and trustworthy. Curtis was really patient with my questions, which I really appreciated since I knew nothing about investments, TFSAs, and life insurances. Tara also made presentations that were informative and at the same time easy to follow for our meetings. Curtis had to book a last minute meting with me regarding life insurances, and I’m thankful for him being understanding and accommodating. They really considered my financials (income and expenses) and worked out a plan for me achieve my goals (without having to sacrifice my “wants”).Skyward Financial Ltd.
Date: 19/07/2023
Hi *******! Thank you for the review. We're always looking to be as accommodating as possible, whether that means last-minute rescheduling, or meeting with clients at 7 AM or 11 PM. We try our best to meet people based on their schedules, which often don't allow for 9-5 office hours. We're really happy that we could take the time to help you create a plan that you feel confident about, and are quite eager to see where the future takes you! Thanks again.Review fromArkin P
Date: 08/07/2023
5 starsArkin P
Date: 08/07/2023
It's hard in the financial industry to find people one can trust entirely, and for them to then become people you can count on and rely on day after day and month after month. It's been over a year now that I've been grateful enough to work with Skyward Financial and they've made saving and financials so much more accessible. I love and appreciate Tara and Curtis, and I truly believe, people are making the best choice they can when they choose skyward!Skyward Financial Ltd.
Date: 19/07/2023
Thank you so much *****, it genuinely makes us so happy to hear positive feedback and know that we’ve made finance more accessible. We’re glad to be a reliable part of an otherwise overwhelming world. Thank you for the review ***** :)Review fromScott W
Date: 07/07/2023
5 starsScott W
Date: 07/07/2023
The Skyward Financial team has done a great job helping me manage my investments and prepare for my future. Beyond taking care of all the paper work (all I do is sign!), they have empowered me with the knowledge to feel secure about the decisions I've made with my money. In addition, the sense of security I feel is enhanced by the genuine care they have for me and my future and the transparency with which our business is conducted.Skyward Financial Ltd.
Date: 19/07/2023
Hi *****, thanks for the kind words. We're happy that you feel more confident than previously about money, and in making well-informed financial decisions. That is what we aim to do day in and day out! We're also glad to hear you value the 'realness' we bring to every conversation - being authentic people instead of a corporate persona is way better for everyone! Thanks for the review, *****!Review fromUlla S
Date: 17/06/2023
5 starsUlla S
Date: 17/06/2023
Curtis made it simple and easy for me to make decisions about my financial future. I was originally given his name and number for a second opinion on a life insurance quote. As I am reaching my retirement years, it is paramount to me to get the right coverage for my children. Instead of increasing my life insurance policy which can become very expensive if you are healthy and fortunate to live a long life. Many policies time out at 85 and all your investment is lost. The policies that go to 100 are even more expensive. Curtis showed me that with a monthly investment that would be a third of the life insurance monthly payments, I can invest in mutual funds with a TFSA and have a safe and secure return on my money. This investment adds up to the same or more than the life insurance I was looking for. It never times out and there are no taxes at the end for me or my beneficiaries to pay and it is flexible so I can increase or decrease my potential. It was important for me to keep a smaller life insurance policy for a back-up plan but now I have a solid and secure financial future plan that I can easily afford. I am so happy to get such wonderful and knowledgeable advice from Curtis at Skyward Financial.Skyward Financial Ltd.
Date: 19/06/2023
Thanks for the kind review, ****. It was great to get to know you over our meetings together and we're really glad that we could help you understand your insurance a bit better, and come up with a plan regarding your investments and necessary insurance protection as well. We're happy that we could educate you about the tax efficiency of the **** too, as that was really important for ** in working with you. Again, thanks so much, ****! We hope to see you again soon!
BBB Business Profiles may not be reproduced for sales or promotional purposes.
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB asks third parties who publish complaints, reviews and/or responses on this website to affirm that the information provided is accurate. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.
When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.
BBB Business Profiles generally cover a three-year reporting period, except for customer reviews. Customer reviews posted prior to July 5, 2024, will no longer be published when they reach three years from their submission date. Customer reviews posted on/after July 5, 2024, will be published indefinitely unless otherwise voluntarily retracted by the user who submitted the content, or BBB no longer believes the review is authentic. BBB Business Profiles are subject to change at any time. If you choose to do business with this company, please let them know that you checked their record with BBB.
As a matter of policy, BBB does not endorse any product, service or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation. BBB charges a fee for BBB Accreditation. This fee supports BBB's efforts to fulfill its mission of advancing marketplace trust.