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

Reviews

• AG

  Agustin Amante de Guacamayos

  Mar 5, 2021
  5.0
  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 I have someone helping me be accountable makes a difference. I think if I had gone with something like Questrade, I'd have had a much harder time staying on plan and not screwing up pouring money in TSLA after it reached 700.
• JH

  Jack Hargreaves

  Mar 3, 2020
  5.0
  Fantastic advisor, very knowledgeable and thorough when dealing with clients and their concerns. Constantly striving for better performance that you just don't find with other advisors who are only about making commission. Would strongly recommend for anyone looking for long-term wealth management and investment advice.
• DG

  Diane Gilmour

  Sep 14, 2017
  5.0
  Lucian is one of the most competent financial advisors i have ever come across. He is thorough, enthusiastic, well informed and generally cares about his clients well being. He is definitely a "client first" financial advisor which makes him a gem among many.

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