
Find a Fee-Based or Fee-Only Financial Planner In Regina
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Chris Worby
CIM®, FMA
Worby Wealth Management
Chris has been helping us manage our retirement savings since way back in 2005.
He’s proven to be professional, trustworthy and ethical throughout, which has taken much of the stress out of financial planning.
With help from Chris, we are currently transitioning into early retirement.
By now he knows us pretty well, but he still takes time to understand what’s happening with us and our financial goals and he continues to provide recommendations that fit our changing needs.
Chris is also very friendly, personable, and genuine.
I can recommend Worby Wealth Management without any hesitation.
Ken Anderson
Michael Wolfond
CFP®
Wolfond Financial
This is a great Saskathewan-based company that provides personalized service, sound advice and comprehensive financial planning.
I highly recommend Wolfond to anyone who needs an assessment of their existing portfolio with a view toward maximizing returns while balancing risk.
My entire family has been extremely pleased with the recommendations and management that it received from this group of professionals!
Mary jane katz
Amrit Mavi
CFP®, CLU®
ATA Financial Group
I’ve known Amrit for years and have trusted him with my personal and corporate investment portfolio.
I have nothing but good things to say.
We sit down every month or two, for a catch up and he shows a genuine interest in my businesses, while providing me updates on the progress of my investments.
Amrit keeps everything very simple and straightforward, but has always been able to answer any specific questions I’ve had.
He’s connected me to some fantastic financial and legal resources within the community, and his support team is very punctual, friendly and easy to work with.
I can always rely on him to give me the best advice.
I 100% recommend Amrit.
Mandip Dhesi
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