Edmonton, Canada
205-10319 111 St NW
N/A
+17809065487
My husband and I started working with Dawn and David a couple of years ago. My husband had recently retired and we were looking for some guidance and advice on financial planning. With David’s help and some financial tools we were able to see what our monthly spend was and where we could save by making changes in our day to day lives. We’ve continued to use these tools to keep us on track. When I inquired about additional insurance, Dawn reviewed what we had in place and assured me we were in good shape rather than selling us something we didn’t need. David and Dawn are always an email away for any questions or concerns that I have and I would (and have) recommended them to family and friends.
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David was great to deal with. He's been instrumental in helping me get my accounting set up properly and has provided ongoing coaching and support. He explains things easily in a way I can understand, and is very good at getting back to me in a timely manner. I would recommend him and Red Seal Financial if you're looking for financial advice.
We've worked with the Red Seal Financial team for a few years and they've been great to deal with. They manage our Canadian group benefits plan and were able to source health insurance for our U.S. based employees that helped save tens of thousands of dollars. They've come out and assisted us with setting up the correct payroll deductions and have been a great resource to our staff for personal planning advice. If you're looking for great service this is the shop you want to work with!
My husband and I worked with Dawn Vader from Red Seal Financial to get some financial planning advice for our family. We had never worked with a financial planner before and really appreciated the time she took to answer our questions. She was great at helping break down complex ideas into simple, easily understood concepts. She took the time to understand our situation and made recommendations that we were comfortable with. She even gave us time to digest the recommendations and so we were able to make decisions in our own time. Dawn Vader is a great financial planner and we would recommend her to anyone!
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