Kris Podolski Financial Planner — Finance in Grande Prairie

Reviews of Kris Podolski Financial Planner

• Bryan

  Added 2016.01.02

  The team at Perry Securities Ltd. has been a pleasure to deal with as well. Kris' Administrator, Joan, is awesome!! She's always helpful and efficient.
• Lucas

  Added 2015.10.18

  I really can't say enough about how pleased we've been with Kris and Perry Securities Ltd.
• Angel

  Added 2015.07.21

  Kris works very hard for us and we are very pleased with the results. He communicates on a regular basis and always returns our phone calls or messages in a timely manner. Kris displays patience and good listening skills. He takes the time to understand our goals and provides feedback accordingly. We find his office is organized and his assistant, Joan, is pleasant and welcoming. Whether you are new to financial planning or looking for someone to help you grow your existing portfolio, we would not hesitate to recommend Kris!
• Ian

  Added 2014.12.10

  Awesome experience!!! Kris made the process of developing a comprehensive financial plan very smooth and achievable. Everything was explained to us along the way so there was no confusion as to what our funds were doing or how they were working towards our financial goals. It's reassuring to know that someone with Kris' knowledge and care is looking after our investments and ultimately our future financial plans!
• Landon

  Added 2014.10.08

  Kris has given us great advice as a Financial Planner. He has worked with us to create a diverse portfolio that works for us. He is a professional, prompt to return emails and is truly passionate about what he does. We have recommended him to family and friends.
• Alejandro

  Added 2014.04.06

  Kris always takes time to answer our questions and does a great job of looking after our investments. We trust him completely!
• Eric

  Added 2013.08.15

  Kris is amazing to work with. I trust him completely with managing my investments as well as financial advice. What I enjoy the most about working with Kris is his ability to explain things thoroughly and make sure I understand our direction before we proceed. As well as his honesty.