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Wealth Achievers

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Barrie, Canada

wealthachievers.ca
Financial planner· Financial consultant· Insurance broker

Wealth Achievers Reviews | Rating 5 out of 5 stars (6 reviews)

Wealth Achievers is located in Barrie, Canada on 128 Wellington St W Suite 201. Wealth Achievers is rated 5 out of 5 in the category financial planner in Canada.

Address

128 Wellington St W Suite 201

Phone

+1 7058184653

Service options

Online appointmentsOn-site services not available

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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Jennifer Sevigny

I have been working with Jason Miller now as my financial advisor for many years and I am always consistently impressed with Jasons level of knowledge on changing markets, his level of professionalism and his unwavering commitment to do what’s in my best interest! I am very busy with my own career and I often forget to keep on top of my personal finances. With Jason managing my portfolio, I can rest assured that he has it taken care of. He is very good at managing me with regards to follow up on items and things that need my attention that I may otherwise have let slip through the cracks or forgotten all together. In addition to that he has made me a lot of money and I look forward to retiring early as a result! Thank you Jay!

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Michelle Kemp

Jason has always been professional and knowledgeable with investing and life/disability insurance. He is pleasant to work with and his in-home meetings in the past have been great. During the pandemic, Jason and his team have been available to discuss my concerns and possible changes to my portfolio. Thanks for being calm and on top of everything during this chaotic time!

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Nikki Burton

I have had the pleasure of working with Jason for 5 years. He offers an enormous amount of professionalism, knowledge and value. Always available to answer questions and or concerns and his response time to my e-mails is remarkable. I highly recommend working with Jason.

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Kate Cook

Jason has been in this industry for some time and it is so easy to tell when you meet with him. He is such a wealth of knowledge. His support and guidance are a welcome experience that I have not experienced before with an advisor. Do yourself a favor and give him a call!

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Kim Beecroft

My husband & I have been dealing with Jay for several years now (when he first started at Investors Group) he has always been professional and knowledgeable. Jay always has our best interests at heart when planning our investment portfolio or taking out extra health / disability coverage. Jay exudes kindness, integrity, honesty, patience and most we trust that he is doing the best for us and our family as he has become part of ours!

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Jill Pepper

Jason is fantastic! Whether you are saving for retirement or wanting to leave a legacy, Jason is the guy for you! He works hard so one day you wont have to! Jason is a; very knowledgeable, driven, and professional individual who genuinely understands today's Financial Industry and how to make it work for his clients! I will definitely be referring family and friends!

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