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 fromAlexis W
Date: 11/06/2023
5 starsAlexis W
Date: 11/06/2023
Going into my sessions with Curtis, I really didn’t have a big understanding on finances or savings at all. He really took a lot of the weight off my shoulders and made everything so easy to understand. Not to mention every session I had was truly enjoyable. You can tell right from the first encounter that he has your best interest in mind and truly wants you to feel more confident and educated after every session. They have a great system and a great way of interacting with their clients. I am glad to have come across Skyward at a young age but as he says, it’s never too late to start saving! So if you’re curious I would urge you to reach out- you won’t regret a second of it. 5 stars all around!
Skyward Financial Ltd.
Date: 14/06/2023
Thanks, ******! We had such a great time getting to know you and answering all your questions about investing, saving, budgeting, etc. We're really happy that we can provide our education free of charge, and then when it comes to the planning, everything makes sense to both of us - we can sit down and discuss your goals together, and everything is ******* clear. Thanks for the kind review! We'll talk to you again soon.Review fromGrace M
Date: 13/05/2023
5 starsGrace M
Date: 13/05/2023
When I work with Curtis and Tara, I feel truly confident knowing that my needs are addressed and can be tackled. They have excellent customer service, are very knowledgeable, and are just wonderful people inside and outside the office. I opened my first credit card with the help, knowledge, and confidence Curtis gave me. Thank you to both for helping me learn more with your educational sessions and being realistic with my finances. They have done tremendous work in building their business, and so happy I am learning, investing, and knowing them. I'm so happy to continue working with them. I love how flexible they are with the ebbs and flows of income in regards to tackling the seasons, and really do appreciate how much they have helped! Thank you so much, Curtis and Tara!!!Skyward Financial Ltd.
Date: 20/05/2023
Hi *****! Thank you for the generous review! We're really happy that we could equip you with all the knowledge to help you make these formative financial decisions - getting your first credit card, opening investment accounts, and starting a budget (just to name a few!). We love working with people like yourself, it's always a pleasure to chat!Take care :)Review fromCeili W
Date: 21/03/2023
5 starsCeili W
Date: 21/03/2023
the skyward team has been very helpful in my financial journey, i actually wasnt aware of the potential in my money. ****** helped put everything in perspective. he is so patient and knows exactly how to cater his education for any student. since our first session skyward has helped me set goals, find reasonable budgets and be more excited for the future. they made money easy for me, and they can do the same for you!! thank you to all of the skyward team!Skyward Financial Ltd.
Date: 11/05/2023
Thank you so much, *****! We're glad that you found our free education helpful and we are really happy that you benefitted from our many planning sessions, which helped you create a sustainable budget and achieve your goals for the future. Money doesn't have to be a scary thing, that's for sure! Thanks again, we appreciate you!Review fromPatrick S
Date: 05/03/2023
5 starsPatrick S
Date: 05/03/2023
The folks at Skyward are very knowledgeable and convey information in a very clear and friendly manner. All my questions were answered and I really feel cared about by the managers. Keep up the great work guys!Skyward Financial Ltd.
Date: 11/05/2023
Thanks a ton, *******! We are proud to provide financial education and planning in the most clear and concise way possible, and are always looking to be in your corner whenever you need it. We're eager to continue our relationship with you! All the best.Review fromAzamae S
Date: 22/02/2023
5 starsAzamae S
Date: 22/02/2023
Working with Skyward Financial has been one of the easiest and best choices I've made for my financial security and peace of mind. ****** has a comprehensive knowledge base that shows with his confident and still very accessible language while breaking down these seemingly scary topics -- which in reality are just not spoken about, at least not often enough. I've learned so much and gained so much more of a *************** on my near and long-term future goals from everyday savings to retirement investing. Thank you so much Skyward for your amazing work and dedication to helping individuals like me who now can prioritize realistically their financial goals.Skyward Financial Ltd.
Date: 11/05/2023
Thank you so much! We really enjoyed spending time with you during our education sessions, and we're extremely happy that we're able to help you feel more comfortable saving and investing for your goals :) Thanks again!Review fromSophie I
Date: 30/01/2023
5 starsSophie I
Date: 30/01/2023
I started working with Skyward Financial back in June 2022. Curtis helped me learn more about the Canadian financial system and investment options. I went through the whole course and can tell that I have become more financially literate, which is very important and valuable for an international student in Canada. Curtis is very customer-oriented and provides exceptional customer service. If you’re looking to learn more about your finances, Skyward Financial is your go-to place.Skyward Financial Ltd.
Date: 30/01/2023
Thanks for your kind words, ******. We've been so happy to get to know you over the past months and we really look forward to seeing where you're heading in the future. We're happy that we could make your transition to life in Canada easier - with the understanding of the financial system being a huge component :) Thank you again!Review fromRudy D
Date: 25/08/2022
5 starsRudy D
Date: 25/08/2022
I cannot put to words how incredible it is to work with with Curtis at Skyward Financial. We went through three quick zoom calls to give me an idea of what is actually going to happen with my money and how best to invest for different things down the road. I am still young and didn't know a lot about finances but I feel a lot more comfortable about it now thanks to Skyward.Skyward Financial Ltd.
Date: 30/08/2022
Thanks, ****! We love hearing about your good experience with us. It was great to meet you, teach you, and work with you over our past sessions. We're happy that we could bring more coherence to your understanding of saving/investing and help you apply what we learned! Take care. We hope to talk to you again soon!Review fromClaire D
Date: 14/07/2022
5 starsClaire D
Date: 14/07/2022
Curtis was super patient and great at explaining everything to me in terms of money and investments- I come with NO prior knowledge and he was so great at explaining everything to me clearly and working to personalize the sessions so I could organize my own finances as I learnt. Highly recommend skyward if you want a trustworthy and honest advice!Skyward Financial Ltd.
Date: 25/07/2022
Thanks, ******! We have loved chatting with you over the years. We're also happy that - even though you didn't have any background knowledge about money/finance - we were able to help you out and make you feel more confident! We greatly appreciate your recommendation :)Review fromFrancesca S
Date: 12/07/2022
5 starsFrancesca S
Date: 12/07/2022
Curtis and Tara are awesome! I knew absolutely nothing coming into my first session with Curtis and I left with greater confidence and hope for my future. Each session feels like a conversation, and there are many opportunities to ask questions or bring up any concerns you may have.
Curtis and Tara are genuine, respectful, and truly want the best for you and your financial situation, whatever that may be. They are incredibly flexible and work to meet with you based on your availability. Outside of these sessions, they also offer resources such as the blog posts on their website - which are extremely valuable and eye-opening. (I suggest you read 5 Simple Solutions to Save You Money). I can't recommend them enough :)Skyward Financial Ltd.
Date: 25/07/2022
Thank you, *********! It's nice to hear about your experience with us :) We really work to make sure that we can meet you round the clock and engender that open, honest feeling all the time. We appreciate the time you spent with us in our education sessions, and we look forward to seeing where the future takes you!
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.