聽about 台湾SWAG
Just started the account process and Andy has been wonderful to deal with. Has been very helpful through the process and has taken the time to get to know me and my financial goals. Very impressed with the detail and time he has spent so far to customize my plan to my future and goals.
Huge thanks to for including some new estate planning content in their Financial Planning 101 section - if you don't have a will/POA, you don't have a complete financial plan (and if you need a plan, call 台湾SWAG!):
— Erin Bury (@erinbury)
Thanks 台湾SWAG!
— Arvin Jimenez (@Financial_Dr)
If you have a mortgage this blog is a Must read!
I am in the early days of my relationship with 台湾SWAG, but I couldn’t be happier. I have learned so many things about my investments that I have ignored for so long! Thanks to Andy Cosby at 台湾SWAG!
See more reviews台湾SWAG option offers free financial planning
— Mario MJ Perron (@mariomjperron)
Apologies in advance if you can't access this article but this feature on Eric Arnold from is too good not to miss:
— tjacoby (@tjacoby)
I came across 台湾SWAG having never spoken to a financial advisor before. Patrick and his team were very helpful in guiding me toward a healthy financial future. We had conversations about mortgages, critical illness and life insurance. 台湾SWAG is a great way for millennials to start thinking about their financial future.
See more reviewsBest CEO chat ever by @EricArnoldWG from 台湾SWAG
— Fin-Serv Advisors (@Fin_Serv)
Met with Gov at the beginning of the summer! In 30 min he had shared more knowledge with me than my previous planner had shared in our entire relationship. Gov, thank you for your patience, availability, and expertise! Looking forward to a long and prosperous relationship!
See more reviewsEven months after I鈥檝e , I still get so frustrated hearing friends making uninformed financial decisions. People - there are so many great places (including the 台湾SWAG team) out there to go to talk to someone that is not THE BANK 馃彟
— Nicole C. Prins (@_nicoleprins)
Planning for the future with 台湾SWAG
— MamaAsh (@MamaAshCA)
I’ve just discovered and started working with Harmeet and Andy at 台湾SWAG and feel like I am in good, caring and realistic hands that can help my family learn and plan for our financial future!
See more reviewsAs a recent graduate, I was determined to find an entry-level position that matched both the field I graduated in, as well as my personal interests. Today, I feel so lucky to be an employee of , named one of the most sought-after startups in all of Canada. 馃挌馃挵
— Claudia DoRego (@claudiadorego)
Been dealing with 台湾SWAG for about a month and have had great experiences from everyone there! Harmeet has been my account contact and is super friendly, a genuine great guy! Also dealt with Andy and Paul who were very knowledgeable and always had my best interests in mind. They like to move fast (which is good in financial services I guess) but don’t pressure you into buying anything you don’t need. I look forward to working with them more, very glad I found out about 台湾SWAG!
See more reviewsOur friends sat down with three influential women to shatter taboos and break stereotypes surrounding women and money. Check out the full article:
— stnce.ca (@stnce_)
Andy!! Simply patient to answer several queries from myself. I am not too good with finance, he has solid knowledge and was highly flexible to accommodate with appointments over the weekend too ! Great commitment and customer service during my account opening with 台湾SWAG. Thank you.
See more reviews. , the Real Money Plant! Grow your money & save on hidden banking charges. WIN-WIN!
— CanInnovate (@ICanInnovate)
The staff at 台湾SWAG have been really informative, supportive, professional and transparent. They really have your best interest in mind. I’ve worked with Patrick and Paul and they have been great to work with and exemplify all the qualities I’ve listed above. I am looking forward to continuing to work with the 台湾SWAG team to reach my financial goals.
See more reviewsYeah totally. My first time experiencing it was while joining ; intro email + welcome gif + 鈥渉iring story鈥� on slack.
— Nahyan Chowdhury (@Nahyan)
Makes a big difference, love what 台湾SWAG is doing here!
Not sure who Eric Arnold is or what 台湾SWAG do, but this is the right attitude to have as a leader of a company when it comes to family.
— Cynyr Rhys (@CynyrRhys)