Ruiz Wealth Advisory | National Bank Financial Wealth Management
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Client testimonials
Mario has provided excellent advice for ensuring my retirement is a balance of fun spending and security. He is a clear communicator, even for those of us not so familiar with financial planning lingo. He checks in regularly about how things are going and has offered support and services regarding estate planning. Most of all, he is personable and listens well.
Tracy W.
I appreciate how you go beyond just investments and help me stay organized with my financial affairs. There are so many things to keep track of. You are a life saver! I am deeply thankful for the professional and caring team at National Bank Financial and all they do for me and my family.
Deb G
I appreciate your uncomplicated way of explaining my financial strategy and advice on the pros and cons of different scenarios.
Thank You -
Judy B
Ranked #1, 2 years in a row
For Advised Investor Satisfaction according to the J.D. Power 2025 Canada Investor Satisfaction Study.
