Edward Jones - Financial Advisor: Lucian J Vermeulen, CFP®|CIWM|CIM®|FCSI®

Mar 2024

I reached out to Perry Hart over a year ago when I needed help transferring an RDSP out of a bank and into my name. It was a long, frustrating, and drawn out process but Perry stuck with it, doing all he could to make it happen. He always communicated well, gave me suggestions to take back to the bank when we hit yet another road block, and researched the obscure CRA rules so we were on firm ground. Now that this transfer is done, I look forward to our continued working relationship.

Feb 2022

Luke is very knowledgeable at what he does. He is a patient listener. He fully understands my short term and long term financial goals and strives hard to implement them. He always keeps in touch to stay updated of any changes to my financial plans. He also helped me find the best term life insurance policy.

Feb 2022

Yesterday I was reviewing my finances and preparing for tax season. In the process, I realized something: During these crazy last six months, more than once I thought to my self: "Oh, maybe I should invest just a bit on X. It's a long shot, but everyone is making money out of it!" All of those times, the next thought was along the lines of "I'd have to call Lucian, and explain to him what I want to do, and he is going to tell me that is reckless, and he is probably right... Oh well, better not touch what works." Invariably, a few weeks later, I'd discover how screwed I'd have been if I had made the bet.Investing with Lucian has helped me stay on track. Just knowing that...read full review