Our clients are the reason we are here! Each story is as unique as our customers and their personal journey to reach their financial goals. We love hearing your feedback! If you would like to share your thoughts about the experience you have had working with our team, you can email us today, or review us on Google.
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We started working with Stephanie Piroli and her team at the end of 2017. They are personable, prompt, efficient and professional. We have confidence in Stephanie, her staff and Manulife, and that gives us peace of mind and security especially in these financially uncertain times (Covid-19 pandemic).Their service is exceptional. During the Covid-19 crisis, we received a personal phone call from Stephanie regarding the market volatility and she provided us reassurance. We were quite relieved to be reminded of the cash wedge strategy set up last fall and how it would help protect our retirement income during these times. We were also invited to listen to an exclusive call with a Manulife market analyst, again providing reassurance. Stephanie truly understands our specific needs and where we are in life. Our input has been taken into consideration every step of the way. My only request is to reduce the monthly paper mail, but we know Manulife is working on it.
Walter & Lee Ann H.
I have enjoyed working with the team at Pearl Planning & Financial Solutions, (formerly known as Monteith Financial Group). My Financial Planner Stephanie is very efficient, positive, and an effective listener. I also appreciate the meeting notes she provides and the quick feedback when I have questions.
Stephanie prepared a financial plan for me and it has been quite helpful to have a personalized plan based on my current situation as well as my future. Financial planning was not provided at my previous planner at a different company. Going through the financial planning process with Stephanie has been a positive and valuable experience and I appreciate the detail.
I have been put at ease knowing that Stephanie and her team follow up on everything discussed right from the beginning of working with them. I have also enjoyed the broad reach of tools, such as insurance and banking, along with the investment management and financial planning services.
Overall I have really valued the great advice provided to me.
Stephanie Piroli has been our family’s financial and insurance advisor for a number of years. It is really refreshing to work with a financial advisor who is focused on our family’s needs and long term interests. We are particularly impressed with her depth of knowledge, proactive thinking and professional and caring demeanor. We really appreciate the work that Stephanie has done for us over the years. We always recommend her services whenever possible.
Stephanie has always conducted herself very professionally. And as always kept our most prized possession in her recommendations… OUR MONEY.. She always explains all options available, that allowed my wife and I to make informed decisions in our financial planning including our life insurance needs. Without sounding like a family member wrote this, we were recommended from a friend and are very happy with our results so far. We not only consider Stephanie our Financial Advisor but a friend.
I appreciate the care and attention Stephanie takes to address our inquiries. This gives us the confidence that Stephanie has really put our interests first. She cares how well we plan our future and wants to help us achieve our goals. There is never any pressure to make decisions based on her recommendations and she always offers options. I am very happy with the service I get when working with Stephanie. She makes things simple to understand and helps to make financial planning easy for me.
Stephanie has been extremely helpful in helping me invest money for my retirement. She is extremely knowledgeable regarding the services that she endorses. She really keeps on top of things.
Stephanie has been a great pleasure to work with. She is very knowledgeable and meticulous regarding the various financial products available. I feel very comfortable discussing my personal finances with her and would highly recommend Stephanie to anyone.
Stephanie is a highly organized and an extremely personable financial advisor. We have felt secure with the choices and options provided by Stephanie and have thoroughly enjoyed working with her.
Stephanie helped us to assess our situation. Her recommendations were tailored to us and our needs. She identifies where you are at and works with what you have. She provides information that we wouldn’t otherwise get.
We were pleasantly surprised at the diversity of information offered and like how everything is all in one place. Stephanie helps us prepare for the long term through financial planning exercises. We always feel so much better about our financial situation when we leave our appointment with Stephanie.
Working with Stephanie and the Pearl Planning & Financial Solutions team, (formerly known as Monteith Financial Group). we feel that everything is simplified for us, that we are on track, and on the right path to achieving our goals.
Stacey & Shawn P
I have found working with Stephanie to be very helpful and enjoyable. She motivates me to do financial planning, which I wouldn’t otherwise be doing. I appreciate the intelligent advice she provides and the time she spends on our situation.
I originally thought the advisor just invests your money, makes a few switches over time and then never really hear from them again. The opposite is true with my client relationship with Stephanie. I did not expect a full financial plan complete with a detailed analysis and advice for our future, but I really appreciate it. She continues to monitor our investments and provide consistent advice on where to invest. Most importantly though, she is always helping us and encouraging us to plan ahead for our future.
We have been working with the Pearl Planning & Financial Solutions team, (formerly known as Monteith Financial Group). since 1983. Priscilla Monteith handled our taxes and investments for many years and in 2008 Stephanie Piroli stepped in to carry on handling our financial planning needs. We have developed a wonderful long term relationship with Priscilla, Stephanie, Brenda (one of their assistants) and the rest of the office staff over the years. They have our trust. We know they care about us, not just our finances. In fact, their top notch service and sincere care for us is the reason we continue to drive from St. Catharines every year to see them.
We have felt very comfortable with the investments made for us. Stephanie understands our situation and what we need. She takes the time to explain and if she senses we may not be following, she backs up and takes the time to explain in terms we do understand. We never feel rushed and she makes us feel at ease. There is no pressure; just sincere, reliable and trustworthy advice that we appreciate.
We were most pleased when Stephanie brought up estate planning a few years ago and encouraged us to ensure our wills and power of attorney documents were in order as part of her financial planning process. We feel secure that if something happens to either one of us, Stephanie and the Pearl Planning & Financial Solutions, (formerly known as Monteith Financial Group). will be there to guide us as usual. We have peace of mind.
Jim & Lynn A
The staff is always helpful, excellent service. They really pay attention to detail. They provide strategies that we understand that will help us reach our goals. They provide advice that is geared towards tax reduction. Financial planning is very helpful to allow us to see the financial impact of the decisions that we make now, and the impact on our future finances.
David & Helen H
Stephanie has worked with our parents for many years. She and her team went into action for us right away when our mother passed away unexpectedly - even visiting us shortly afterwards in our Father’s home.
We had to jump in to take care of our Father, who requires extra care and support, and we quickly found that managing his finances would be far more complicated than our own. We are grateful to have Stephanie’s guidance, and trust that she has our family’s best interests at heart. She provides a professional experience and is knowledgeable. She is flexible with her schedule - consistently meeting our needs by making time for us outside regular business hours. We can see that she works hard, and provides service above what we expected.
We are impressed with her degree of tax planning and how it ties in to the product knowledge and suitability. She sought out the right products in the marketplace for our Dad’s financial situation, and she always takes the time to know and understand his needs.
Stephanie always takes the time to show and explain her analyses, and backs up her suggestions for future planning with hard numbers. She has shown us very detailed cash flow and tax plans, and how these create a tax efficient income for our father. This makes us confident that we are ensuring there will be enough money to provide for our father’s future living expenses, while knowing there is flexibility in the plans should the unexpected come up.
Kathleen & Scott B