“We have been working with Jeff for few years now. As new immigrants to Canada, we were looking for someone not only to manage our investments but also help us navigate financial regulations in a new country. Jeff is kind, patient, knowledgeable and has helped us make informed financial decisions through the years.
Since then we've been able to purchase our first home, have our first child and been able to plan for our future with a sound portfolio of investments, from working with Jeff and the Portfolio Management team at Q Wealth. Jeff is like family to us, and we highly recommend Jeff and his team to anyone looking for financial advisors.”
Advait C. and Abhilasha S.
Flatiron Wealth Client December 2022
“As an adult, I never really learned anything about investments until nearing retirement age. At that point, I started going to meetings with my husband to learn some, but not nearly enough. After my husband died and my son Scott got involved with Flatiron, Jeff, and his associates, I decided that it was time I learned more.
I have entrusted Jeff and his people at Flatiron Wealth, with the management of my financial plan and feel confident in their ability to provide me with the advice needed for my financial security. All questions I ask are answered in a way I can understand.
If you are looking for a great group of knowledgeable and caring people to help you find your way through your financial plan, I would highly recommend Jeff and his group of associates at Flatiron Wealth.”
Merilyn R.
Flatiron Wealth Client January 2023
“As a retired couple it is critically important to us that we work with a financial advisor who we can trust to develop a financial plan tailored to our needs. We have worked with the team at Flatiron Wealth Management for 10 years and they have consistently provided the advice and guidance to reach our financial goals.
Our working relationship with lead advisor Jeff Carter has been positive and productive. Jeff is always attentive to our questions and concerns and responds with the knowledge and expertise required to keep us on track with our plan. His patient and calm approach provides us the ideal approach for collaborative and effective problem solving.
We recommend the Flatiron team if you are looking for a full-service wealth management provider to chart the optimum course for your short and long-term financial objectives.”
Jim and Sue M.
Flatiron Wealth Client December 2023
“My partner and I came to Flatiron at the very beginning to explore options to evolve our financial plan foundations for growth.
We have been very impressed with Jeff’s personable and professional service and objective advice, and how he and the entire team at Flatiron have collaborated to create a strong plan tailored to suit our situation and future goals. We have felt very comfortable putting our finances in Jeff’s care and trust he and the Flatiron team to continue to guide us in the right direction with knowledge, experience, and integrity.
We have been so confident that we introduced Jeff to my mother, and we would all happily recommend he and Flatiron to anyone without hesitation. ”
Scott M.
Flatiron Wealth Client January 2023
“For over a decade, I’ve enjoyed a very positive, professional working relationship with the team at Flatiron Wealth Management – consummate professionals that have always managed my financial planning needs with care and expertise.
Early on, Andrew took the time to get to know me and my family to understand our priorities – important goals that informed the short-term and long-term strategies that Flatiron uniquely customized to deliver to my stated objectives. With regular check-ins and reviews that sometimes called for positive yet candid and occasionally challenging conversations, Flatiron always provided trusted advice that enabled us to build momentum - moving my financial plan forward year after year. I’m proud of the collaborative success we’ve achieved together and as a result,
I never hesitate to refer Flatiron Wealth Management to my family, friends, and peers.”
Stephen D.
Flatiron Wealth Client November 2022
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