2023-11-06T21:51:16.381Z

I can't say enough good things about Lei! He's been helping us make smart financial decisions and navigate our way to our financial goals. His expertise, responsiveness, and dedication are truly impressive!!

2023-10-15T18:02:25.612Z

Lei Ren has been our financial adviser for many years now, and he is always very helpful, explaining all aspects of our concerns. He has helped us with giving advice on taking care of business on my nephew’s estate, also he competently looks after mine and my husband’s interests and investments. I just introduced him to my grandson and he very patiently explained different aspects of the best investments for him until he understood them. I would recommend Lei to anyone looking for a financial advisor.

2023-08-30T14:19:27.112Z

Very helpful and knowledgeable. No need to worry about what is happening with your investments. They take care of it all giving you the peace of mind that you need when dealing with retirement, life insurance and savings.

2023-05-05T14:02:05.844Z

Working with Devon Welch has been a great experience! He is friendly, accessible, patient and knowledgeable. He always makes time for my questions and gets my honest input into my financial goals and looks at all aspects of my finances to suggest beneficial plans for my retirement. I strongly recommend.

2023-03-29T19:14:47.670Z

I have known Lei since the day he started in the Financial Services Business I can confidently recommend him and his staff to any one who wants an honest opinion and a plan that is tailored to their needs He does not just plug numbers into a program he actually understands that every one has different needs and goals and designs the plan accordingly. The commitment that his staff and himself have shown to continuing education is also very reassuring so that you know you are getting advice through knowledge and experience and not the latest trend or product that someone is pushing. Lastly about the experience of visiting his office is what one would expect, professional and comfortable from the minute you walk through the door. The office manager Marg is just the best and really gets things done.

2023-03-01T13:32:37.146Z

Lei is informative and knowledgeable. Very positive experience dealing with Harmony Financial Solutions. Excellent customer service!

2023-02-07T17:06:22.074Z

I've worked with Devon Welch for just over six years now and he has been nothing short of fantastic. I've always felt in good hands. He takes the time to explain things and I never feel rushed or pressured to make any decisions. Devon is a wealth of knowledge and has an abundance of resources at his disposal. He's always easy to get ahold of and responds in a timely manner. 10/10.

2023-01-21T04:35:02.103Z

I've been working with Lei Ren at Harmony Financial Solutions for ten years now, and I have to say, I'm impressed. I initially came to them because I wanted to make sure my personal insurance was set up correctly so that if something happened to my family or me, we would be protected. It was important that the coverage was right for us—and they took the time to ensure it was. They also helped me with my RRSP, which has been great. The communication with Lei and his team is always clear and easy—they're always willing to help me understand things like how my investments are doing or what other options might be available for me down the road. It's such a relief knowing that I can call them when I need help—and not only get answers but have someone who will take time out of their day just because they care about me and want me to be happy with what we're doing together! I'd recommend them in a heartbeat!

2023-01-11T19:52:23.680Z

Great service and know their stuff. Highly recommend