Advico Financial Planning Group

Advico Financial Planning Group Review

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R
3 years ago

Over the past 6 months I have been working with Ky...

Over the past 6 months I have been working with Kyle Watson to select the best type of life insurance for my business. Kyle took the time to go over details, come up with strategies that I was unaware existed and waited for me to decide what best suited my needs. It was an incredibly informative process and the work he put in was outstanding.

Kyle is personable, accountable and honest person who has laid the foundation for me to protect my growing business for years to come. If you are working in small business health care, I would strongly recommend contacting Kyle for your insurance needs.

B
3 years ago

Very pleased with my recent Advico experience. Kyl...

Very pleased with my recent Advico experience. Kyle Watson helped me establish a corporate life insurance and critical illness plan. Kyle broke things down in a simple, digestible manner, helping me to truly understand the process. I can't say enough great things about these guys. Thank you!

S
3 years ago

I had a great experience with Kyle Watson. He hel...

I had a great experience with Kyle Watson. He helped in assessing the risks I was trying to mitigate with insurance and the options available to identify the best fit. Would highly recommend Kyle for Life Insurance or related insurance needs.

L
3 years ago

Having moved from abroad to Canada, we were less f...

Having moved from abroad to Canada, we were less familiar with a lot of the products and rules around insurance in our new home. Connecting with Kyle Watson and the team from Advico was exactly what we needed. Kyle has walked us through every step of creating an insurance portfolio that is tailored to our needs and plans for the future. Kyle is the consummate professional and his approachable, reliable, available commitment to his products and his clients puts him on the top shelf. Couldn't be happier.

C
3 years ago

I am a small business owner, and my accountant rec...

I am a small business owner, and my accountant recommended that I look into critical illness insurance, and recommended Kyle Watson to me. Kyle was super helpful in walking me through the entire process, and answering any and all of my questions, and came up with the perfect solution for myself and my business. Happy to be a client, and look forward to doing more business with Kyle in the future.

C
3 years ago

Kyle has been very helpful in discussions on how t...

Kyle has been very helpful in discussions on how to manage and plan for the future. With the new tax changes that happened this last year Kyle was able to educate and explain some options that now make much more sense for the long term. If you have a business and are wondering how to both save for long term and decrease your tax burden I'd recommend him.

F
4 years ago

I recently bought into a partnership at a health c...

I recently bought into a partnership at a health clinic and needed life insurance and critical illness insurance. Kyle at Advico was recommended to me with great reviews, professionalism, and honesty. Kyle was not only able to easily find the right type of insurance for my needs but also helped with some business planning through insurance which was a major plus! He answered all my questions quickly, communicated clearly, and provided extra insight and knowledge during the process. Couldn't recommend him enough!

T
4 years ago

My husband has known and worked with Kyle for a nu...

My husband has known and worked with Kyle for a number of years, referring clients back and forth. When he suggested we look at our own insurance policies, I didn't expect the sincere, honest, and outgoing approach that Kyle took in getting to know us. Kyle provided such a thorough, no-pressure review of our existing coverage, our goals for the future, and our investment risk tolerance in coming up with several possible routes to take. In the end what we got was peace of mind, at a great price, that ties directly into our investment strategies. Kyle is the consummate professional in his approach and his sincere desire to help us achieve our goals.

Advico Financial Planning Group

Advico Financial Planning Group

5