Skyward Financial
Reviews and Complaints

Attending my financial advising sessions with Curtis H further developed my financial literacy. His expertise and dedication to teaching this information has helped me to plan for my future and take advantage of compound interest. I highly recommend Skyward to anyone looking for reliable guidance on their financial journey!

Curtis was super patient and great at explaining everything to me in terms of money and investments- I come with NO prior knowledge and he was so great at explaining everything to me clearly and working to personalize the sessions so I could organize my own finances as I learnt. Highly recommend skyward if you want a trustworthy and honest advice!

I cannot put to words how incredible it is to work with with Curtis at Skyward Financial. We went through three quick zoom calls to give me an idea of what is actually going to happen with my money and how best to invest for different things down the road. I am still young and didn't know a lot about finances but I feel a lot more comfortable about it now thanks to Skyward.

The Skyward team has been very helpful in my financial journey, I actually wasn't aware of the potential in my money. John, my financial advisor, helped put everything in perspective. He is so patient and knows exactly how to cater his education for any student. Since our first session, Skyward has helped me set goals, find reasonable budgets, and be more excited for the future. They made money easy for me, and they can do the same for you! Thank you to all of the Skyward team!

I started working with Skyward Financial back in June 2022. Curtis helped me learn more about the Canadian financial system and investment options. I went through the whole course and can tell that I have become more financially literate, which is very important and valuable for an international student in Canada. Curtis is very customer-oriented and provides exceptional customer service. If you're looking to learn more about your finances, Skyward Financial is your go-to place.

Curtis and Tara are amazing in every way. You can tell they care about their clients by taking the time to throughly educate and come up with personalized financial plans. I learned so much from their financial lessons, more than I would ever have expected to learn from any bank. They have a great business going for them and I'm beyond happy with the financial decisions I've made with their advice. I would definitely recommend seeking financial education, advice and investing with Skyward!

Skyward Financial has an information-first, personalized approach that lets you make informed decisions about how you want to invest your money. Whereas a traditional bank might take five or ten minutes to explain how you can invest your savings, Curtis and Tara give you a truly in-depth look at the rational behind investing, from TFSAs to RRSPs, long and short term financial planning, and much more. This is a company with great integrity and transparency, and I'd highly recommend them to anyone.

Working with Skyward Financial has been one of the easiest and best choices I've made for my financial security and peace of mind. The team at Skyward Financial has a comprehensive knowledge base that shows with their confident and still very accessible language while breaking down these seemingly scary topics -- which in reality are just not spoken about, at least not often enough. I've learned so much and gained so much more of a deep understanding on my near and long-term future goals from everyday savings to retirement investing. Thank you so much Skyward for your amazing work and dedication to helping individuals like me who now can prioritize realistically their financial goals.

Curtis and Tara and two of the most authentic and generous people I know. Their drive and desire to help others is so refreshing and sets them apart from so many other businesses that exist today. I have learned so much through my lessons with Curtis and all of the advice he has given me. Until you start a session with Tara or Curtis, you truly don't realize just how much information about banking and investing that you don't — and should — know. I tell all of my friends about Tara and Curtis and how helpful Skyward Financial been for myself and others. I could not recommend Skyward Financial enough. If you are going to start looking anywhere for financial advice, PLEASE start with Skyward. You will not regret it!

Curtis and Tara are awesome! I knew absolutely nothing coming into my first session with Curtis and I left with greater confidence and hope for my future. Each session feels like a conversation, and there are many opportunities to ask questions or bring up any concerns you may have. Curtis and Tara are genuine, respectful, and truly want the best for you and your financial situation, whatever that may be. They are incredibly flexible and work to meet with you based on your availability. Outside of these sessions, they also offer resources such as the blog posts on their website - which are extremely valuable and eye-opening. (I suggest you read 5 Simple Solutions to Save You Money). I can't recommend them enough :)

Theres isn't anyone more helpful and humble than Curtis and Tara who are the two person team of Skyward Financial. Their teachings are always insightful, yet clear and concise which is very much appreciated for a younger adult like myself. Something that is very much appreciated is how much they truly value YOUR time. Whether you're only available for half an hour, they really do make everything easier to understand and while still explaining everything you need to know. They took the time to build connections with not only myself but other people I have recommended to them which shows their genuineness in this business. Their hearts are in the heart place and there isn't anybody else I would trust with my finances than Skyward Financial.

I didn't know the first thing about money before I began Skyward sessions. I was even a little embarrassed for knowing so little about these things, but Tara and Curtis never let me feel that way in any of our sessions. They are so kind and committed to their work and do everything to ensure you have the right tools and understand how to use them for yourself. The self-paced aspect of these sessions is another great benefit. They have made everything super accessible and encourage you to think more deeply about finances. At the end of every session, I found myself feeling incredibly empowered and satisfied with my newly acquired knowledge. I would absolutely recommend their services to anyone, especially those who are a little nervous about getting into these matters.

Where do I begin?! I first heard about Skyward Financial from a close friend of mine and that Curtis and Tara had information sessions to offer. And I have to say is WOW .. all three financial sessions they had to offer at the time was more than I could ever imagined. There was soo much I did not know, or rather heard the terminology, but never truly understood it fully. Once Curtis and I got started on those sessions .. let's just say we cranked through all three sessions they had to offer and we were on our zoom call for over 3 hours! I loved all that I was learning, and how open our conversations are. I could stop and ask questions and still to this day if I ever ask a question he's unsure of, Curtis is more than happy to research and gather all the information needed to answer my questions completely. Tara and Curtis are in it for you! They have done the research, been through the experience, and ensure you have full-disclosure and knowledge of what you want your money to do and how they can help. I have only been working with them since the summer, and my money has made a huge difference! Not only have I gained knowledge, I've gained confidence, as well as feeling extremely comfortable when it comes to finances (which is outstanding in itself). :) These two are up and growing I support them and recommend them to everyone I know! Thanks to Curtis and Tara I am at ease about what my money can do for me and I'm excited for my future! Couldn't do it without you two! Thank you. Can't wait for our next call!

Curtis and Tara are extremely knowledgeable, professional, and kind. Wouldn't go to anyone else.

Curtis and Tara are the types of people that you love to be around and deal with. They are honest, giving, knowledgeable and most importantly they care. I have been with Skyward Financial since the launch of the company. They have treated me very well and I highly recommend them to others that need financial guidance.