Wealth Achievers

Wealth Achievers

Financial planner 4.40(7 reviews) 128 Wellington St W Suite 201, Barrie, ON L4N 8J6, Canada

Photos of Wealth Achievers

Wealth Achievers
Wealth Achievers

Wealth Achievers business numbers & email addresses

Email addresses

Not available.

Phone number
+17058184653

Location & directions

128 Wellington St W Suite 201, Barrie, ON L4N 8J6, Canada

Service hours

Thursday9 AM–5 PM
Friday9 AM–5 PM
SaturdayClosed
SundayClosed
Monday9 AM–5 PM
Tuesday9 AM–5 PM
Wednesday9 AM–5 PM

Customer experiences

Michelle KempMichelle 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!

Kim BeecroftKim 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!

Chris EdwardsChris Edwards

I met Jay a number of years ago when he joined the Habitat for Humanity volunteer team. It was through this association that I learned about Jay's character - he exhibits integrity, honesty, tolerance, reliability, patience with others, and always showed respect to everyone. It was because of these qualities that I moved all my investments to Jay and my husband followed suit after a couple of meetings. Jay has always had time to meet with us to answer questions, advise strategies, update us and recommend best portfolio options. Because we trust Jay implicitly, we moved with him when he went to Investia. Jay is always involved in community activities and fundraisers and we are proud to know him professionally and personally. We highly recommend Jay to anyone who is concerned about their future financial health. Chris and Melody Edwards

Jill PepperJill 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!

Wealth Achievers is a financial planner.

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