PlayCheques Wealth Management Calgary - Calgary, Alberta

Manfred A.

Connected recently with Adrian and Amy for an initial consultation. My wife and I have never before consulted a financial advisor or planner excepting the odd informal chat at the bank - in doing so we have truly found that Adrian was the missing piece we never knew was missing! He and Amy has allowed us to truly feel heard and felt - and feel - super comfortable in sharing our financial situation and our dreams and needs and difficulties. A real person and family oriented service , and with an attention to detail and a breadth of technical experience and insight that doesn't seem to always go hand in hand. Remarkably pleased and a breath of fresh air ! Absolutely to recommend

Archie T.

I was referred to Adrian and the Playcheques team almost 15 years ago now. Through the years my family’s finances and priorities have changed dramatically. Adrian and his team have been there every step of the way. They are great listeners and made custom plans for my family that addressed all our questions and concerns. They asked great questions and were very thorough. No cookie cutter solutions here.

I greatly value Adrian’s expertise. As a young professional I was pretty green in the ways of financial planning. As I got older my financial situation became more complex. Adrian had the experience and knowledge to foresee some of the issues and warm me about them well ahead of time.

There were also some unforeseen events over the past 15 years (COVID, financial crisis, etc). With these and any other events Adrian was able to navigate and adapt through them with a calm, knowledgeable skills set that really put me at ease.

Overall, I am highly satisfied with the work Playcheques has done. They are knowledgeable and communicate very well.

Don O.

Adrian has been our financial adviser for over fifteen years and has guided us through many changes in our lives. Although he has advised us extremely well regarding our investments he has also been very large influence on our retirement planning and the tax matters that go with retirement. Adrian has also given us excellent advise regarding estate planning and the tax matters that have such a great influence on what will be left to our children and grand children. I'm sure there are many good financial advisors in our city but if you want someone who has so much more knowledge than just financial advise, is easily available for a phone conversation and is always monitoring your situation to make changes when beneficial, then you don't have to look any further than Adrian George at Playcheques Financial Solutions.

Brian T. P.

Adrian has provided invaluable skill and guidance in my past, present, and future personal and business financial planning. Availability and customer service is outstanding. I have and will in the future recommend Adrian for a financial planner at the highest level of knowledge and competence.

Lucas G.

Adrian at Playcheques is a financial planning wizard. He is successful for many reasons, foremost because he has the experience and honed skills to make an effective plan for anyone of any age. He is able to chart a path to secure and trustworthy financial management, while building in specific client needs. In my experience, his financial skill is even exceeded by his friendly and understanding personality. Highly recommended (I don't write Google reviews for just anyone)!

MICHAEL B.

Wow, is the first thing that comes to mind! Dedicated, thoughtful, thorough and easy to talk too (not always found together). Adrian has guided our financial well-being for 17years, merging our convoluted income streams into a cohesive package (we have our fingers in many pies) and now, towards retirement. Regular meetings filled with rich conversation about our situation/needs, current financial/political events and of course our families. Every time I reach out, no matter how trivial, he responds warmly and thoughtfully. I have met few people in business that bring all he does to the table.

Michael

Ryan S.

Adrian is a dedicated advisor, that I have no hesitation referring to my clients. He works tirelessly to obtain the desired objectives of his clients. The results often speak for themselves. Sound planning, satisfied clients.

Cindy D.

Adrian is a true professional and not only dedicated to giving the best advice and service to his clients, he is passionate about educating others including his colleagues/competitors, and gives generously of his time to give back to his profession by serving as a director on the CALU board and as Chair of government relations. He is thoughtful and dedicated in his approach to all things. I wouldn’t hesitate to recommend him.