Where you’ve been and where you’re going, your motivations and goals.
You wouldn’t start a road trip with someone you don’t know, let’s get to know each-other. Meet with us for a short visit to share what you are looking for, hear about our services, and find out if we’ll be good traveling companions.
We love stories. We want to hear yours. At Solomon Financial discovery is not just about your numbers. As your navigators we’re going to need to know where you have been so that we can help you get to your destination.
Choose from a tailored list of financial strategies all leading to your chosen destination. With your goals as our guide; our team has plotted several routes all leading to your goals. You’re in the drivers seat. You choose the route!
Let’s hit the road; Our team skillfully navigates your chosen route, a route that’s been plotted in consideration of your particular goals, your priorities, your strategies. Your GPS. We’re taking this journey together.
Trent Devine
I have been very fortunate to have Trent Devine helping with our investments for the past several years. (Read more)
Doris Bruneau
I met Doris serendipitously about a decade ago. In chatting, we discovered that we had similar values and outlooks on things. (Read More)
Jelena Rountree
Jelena with Solomon Financial has been the biggest help for us on our financial journey. (Read More)
Doris Bruneau
Doris has been my financial advisor for 9 years. She has always been right on top of my accounts and has always given me very sound advice. (Read More)
Trent Devine
We have worked with Trent for over 10 years. He is has been a reliable source of knowledge, offering us choices and advice with regards to managing our finances. (Read More)
Jill Moore & Waneta Usher
After 2 years of financial stress, we desperately needed help. My husband was unemployed for over 2 years, we were several thousand dollars in debt… (Read More)
Jelena Rountree
We were in a pinch living paycheck to paycheck and not having a fall back savings or emergency fund, very good retirement savings… (Read More)
Dan Dyck & Trent Devine
We recently found ourselves in a position where we had some funds that we needed to invest. We had zero experience… (Read More)
Tamarann Hillock
We are so grateful for all the help and support that Tamarann Hillock has provided us through all our financial issues … (Read More)
Murray Young
I’m a bit of late bloomer when it comes to investing and planning for my retirement. I have dealt with many different financial institutions … (Read More)
Tamarann Hillock
I have been working with Tamarann for almost 3 years on my retirement plan. Tamarann actually cares about the people she is working with and you will… (Read More)
Tamarann Hillock & Jill Moore
Tamarann Hillock at Soloman Financial has been my money angel! Taught me how to budget and get on track and have money at my disposal… (Read More)
Dan Dyck
I have been dealing with Dan for many years now and have always been happy with everything… and I’m not an easy client! Over the years… (Read More)
Tammy Henkelman
I can begin to say that I owe a lot to Solomon Financial Advisers, more than anyone would know. Three years ago I could see no way out for me… (Read More)
Meghan Dyck
Solomon Financial has been a God send for me, especially because I’m a single female, that’s self employed. Although I was doing well on my own… (Read More)
Jill Moore, Josiah Connolly & John Connolly
As I’m doing our monthly budgeting I wanted to stop and express my gratitude for all your hard work and time put into our lives. As I look… (Read More)
Josiah Connolly
Last March my husband and I both held full time jobs which we were both enjoying and feeling fulfilled in. In April COVID changed that… (Read More)
Fallon Chadwick & Sean Patterson
We are a couple in our 50’s and started to begin to worry about our retirement. Sure, we saved some money and have RSPs but it was basically… (Read More)
Murray Young
Murray has made my investing easy and profitable, the team is always keeping an eye on the market and how to better help each individual client… (Read More)
Brent Coutu
I met Brent about 12 years ago when he first started out in the field. We chatted for a while, just general conversation. We met again a few weeks… (Read More)
Jill Moore & Waneta Usher
When we 1st went to Waneta and Jill, I was completely overwhelmed, not only with the amount of debt but with how alone I felt with dealing with all of it… (Read More)
Brent Coutu
I was fortunate enough to meet Brent 12 years ago. He quickly presented a plan for the future that I could see would be successful when followed… (Read More)
Liz Machado
Liz has been my trusted advisor for a number of years. She has helped me grow my investment portfolio, consistently offering applicable options to suit my needs… (Read More)
Brad Baird
Brad Baird has been our Financial Advisor for 8 yrs helping to guide us through the difficult financial decisions to be made as I care for my husband with Dementia… (Read More)
Would you like to share your experience with your Solomon Financial Advisor? We would love to hear your story.
Your Goals, Priorities, and Strategies.
Whether you are looking to improve your current situation, recover from previous wrong turns or plan out the road ahead, your Solomon team is ready for the trip.
We will help you gain clarity around your finances by getting to know where you have come from, where you are now and where you want to be. Everyone’s financial destination is different and it is vital your navigators know where you want to be before they can help point you in the right direction.
We know the road can be rough and there are plenty of unexpected obstacles around the bend. Our Advisors will be ready to redirect as things come up, and encourage you as you go. Our proven process ensures you and those you love all make it to your destination.