Medallion Investments Recensioni 19

I joined Medallion because I was in my late 30s, and realized that it's time to think about my retirement. There won't be sufficient money there in 30 years if I didn't start planning. I had no idea how to invest, never been on Questrade, but I knew I needed to learn, and I needed actual guidance. Medallion gets it. There are members here from all walks of life. Some in their 30s with a longer time horizon, others in their retirement years who need to grow their wealth faster. They take your individual circumstances into consideration when they advise on how much you should invest into what. The best part for me is definitely the well-researched portfolios that they provide to members to help us maximize returns. Their head financial analyst, Diego, is so informative not only with market updates, but he stresses that you can't sway with the noises of the market. He's level-headed and patient when he answers all our questions on the weekly strategy calls and weekly Q&A sessions. There's really so much support from Medallion on a regular basis that it's up to you how involved you want to be.

I also highly appreciate the teachings on mindset. I didn't even know I had a scarcity mindset with money until I went through the program. It's been 3 years now, and I can finally be (sort of) on the same page as my husband who has been investing since his 20s. Lessons on patience, weathering the storms, staying calm no matter the highs or lows, not going with the crowd in hyped-up buys - these are all things I learned from Medallion and more.

A calm, fact-base informed analysis, full disclosure, and hands-on mindset training experience, what else can you ask for. I guess I didn't know what I was signing up for, but my biggest win, was not just understanding, but experiencing what it was like to be a REAL, level-headed, intelligent investor. With regular support and communication from the team, it really helped cut through the less-than-honest noise that's constantly being flung around out there in the regular world. With multiple options to suit your investing style and risk tolerance, there's something for anyone who is serious about investing strategically.

When ask how we found Diego helpful we jumped at the chance to explain. His take on the market update is very reassuring. He is so confident when he speaks and puts us all at ease. He always has the answers to our questions my husband and I both look forward to his advice. We are so glad to be working with him and the Medallion team. Our only regret is that we hadn’t started working with this company sooner.

It’s really hard to put words into this deeply human experience that I had been feeling from each people from Medallion.

Particularly, the co founder Camille and Britt has transformed my inner relationships with money moving from fear to safety.

For someone who grew up in poverty and constant childhood trauma with money, this experience is of redefining relationships with money is honestly feeling out of this world.

As I’m writing this testimonial, my heart is singing and crying from the deep appreciation of joy and reverence.

I can assure you from the bottom of my heart, they want their client to win and reprogram the money belief . They just don’t teach you what to do, they show up with you, every step of the way with utmost integrity with actions.

I have been with these people for about 8 months now and I have already triple, quadruple, not only my bank account but also my heart and to the depth of my soul.

I wholeheartedly trust people in Medallion and these people gave me hope in every step of the way and I want you to experience the same .

Don’t hesitate to work with these people for your financial evolution.

With Reverence,

Connor son

I lost my husband in 2021 when I was 53. I was completely shocked. I didn't know very much about investing but I knew that I needed to learn. I interviewed some CFP's and never found one that I felt comfortable with until I met the Medallion team. The team encourages learning how to manage your investments your self with their guidance. I love the weekly and monthly calls with the team and group of clients. I have been with Medallion for about a year and a half. I have learned so much more than just how and what to invest in but also a lot about mindset. I am so much more confident about my future now which is worth so much!

I have been with Medallion for 2 years now but I have learned investing more from them than in past decades that my financial advisor has my investments. I'm learning more about self-direct investing through guidance from the Medallion team. I get weekly/monthly updates as opposed to quarterly meetings with the financial advisor who gets paid whether my AUM is up or down in value. Medallion has given me the confidence and clarity to invest on my own. The team is knowledgeable, supportive and truly cares about their clients to succeed, currently we are Medallionaires :-)

If you are still looking for that financial freedom and wants to achieve it earlier, I recommend that you chat with the team and check them out yourself.

Having joined a few months in, I thought I put in my review. I went back and watched the webinar from their website. I would say that they are what they say they are and experienced the points mentioned in the webinar.
I was hesitant at first thinking that I just need the right strategy and don't need help with other areas like mindset and financial planning. I was wrong. You need the proper mindset. Medallion covers all these areas to ensure your success.
I'm thankful for the education and guidance so far. You will be surrounded by experts in different areas. And I believe my results are maximized because of this. Could I have learned things and figured out the strategies on my own? Probably not or it might have taken a very long time to figure out. What they are offering is a shortcut to learning and you implement right away.
Thank you Medallion! My future of financial freedom is much more certain and clearer now.

If you look for company that completely change your life for better, you do not to look more.
It is hard to believe companies like this still exist in this greedy world.
So helpful, caring and knowledgeable.
Incredible people with great heart and knowledge. They never tell what to do with your money and push you to invest, they just lead you to do what is best for you.
I doubled my investment in couple months only. So excited to see what future holds for me, with this incredible team.
Thank you, Medallion from the bottom of my heart. There is no words I can express my gratefulness I found you online.

Medallion is a great community! I have learned so much and am so grateful to have the opportunity to be a part.

If you are looking for full financial service package that put on you on the right path financially and support you during your journey to achieve financial freedom, look no further!
After years of working with various financial advisors, of which none of them told me how to really achieve a stable financial life, I was completely depressed that wealth is only for people who are already born wealthy, had inheritance or won the lottery!
I read lots of books on investments but none of them taught you where and how to start.
Until the day I came across Medallion free webinar, it was a game changer for me. I felt they had an approach that make sense, and it could possibly work. I felt more connected to them when I read about Brice story and his trials to help some poor people on the street in Vancouver. The team mindset felt very genuine and have your best interest at heart.
They have successfully achieved their financial freedom, and their mission is to teach more people how to do that themselves. They provide and whole package from a mindset course, financial and retirement plan, how to build investment portfolio all based on your financial situation. The main thing is they don’t risk you hard earning income, they tell how much you should invest and in which way. Even if you get excited and you want to put more money into it, they do nicely stop you from doing it. The great part is that they will teach you how to do everything step by step, you do everything from opening accounts and setting funds , they tell you what to buy and what not to. Their knowledge and experience in the finance market is very impressive. Not to mention their weekly meetings with the whole groups to share thoughts and ideas and the ability to reach out to them any time. It is all very well structured and really impressive.
The experience with them is an eye opening and it is definitely worth every penny. I would recommend anyone who are living on pay cheque to paycheque and can`t seem to figure out how to sort out their financial life and achieve financial security to reach out to them. You will not regret it!

Medallion Investments - such an excellent company. I am very much impressed with the good support, guidance and professionalism of the staff. I highly recommend this company for this kind of business.

I have been with the Medallion Investments community for 3 months and overall, my experience has been positive. I have some previous investment knowledge before joining and have read ~ 15 investment books to date. Their training modules, coaching sessions and app platform is user-friendly, and easy to understand from a beginner’s perspective. There will be a bit of a learning curb at first. However, I appreciate their patience and guidance, step by step teaching me how to invest safely with using proper investment strategies.

Unique features I’ve noticed are that they have been transparent from Day 1. Unlike most banks where they manage your investment funds for you, Medallion Investments makes it clear they do not handle our investments. All is self custody, that means we don’t pay hidden management fees which all banks charge. The coaches would teach us on how to responsibly invest ourselves, on top of their guidance and strategies from their expert investment advice. Their mission statement is to invest with Integrity and Impact.

Medallion Investments provides investment insights and reports, which have helped me make informed decisions. There is no pressure to join upon booking a call to find out more information. And after the call, even if you decide their program is not for you, at the very least you will learn some advice to improve your financial situation.

I would recommend Medallion Investments to others, especially those seeking financial freedom through investment opportunities. School does Not teach us these practical methods we can use to apply on our own. The knowledge I’ve learnt is valuable and insightful. I am grateful to be given the chance of hope in life and pursuing my dreams with a future plan.

I know life can get busy at times. Ask yourself this. Is it worth taking 15-30 minutes out of your day, to find out investment insights that could possibly change your life. Curious? Join me on this journey in discovering our potential.

The medallion team is great. They are always responsive to emails and questions and genuinely seem to want to help better yourself and gain your financial independence. One of the things that I love about Medallion Investments is that you are still in control of your money. They are not investing it for you, You are (but with help from them :P )

Joining Medallion was a gamechanger! For me, it was always scary to invest money into coaching, but if you have the intention to make a change for the better & work with the right team, it will be the best investment you make in yourself.

I appreciate that the entire Medallion team is constantly available for questions, and the whole experience of the learning modules, weekly calls, and investment guidance and strategies provides a holistic, well-rounded investment approach. It's the financial education that most people never have had access to but that we all need.

Not only did I shift and expand my investment and entrepreneurial mindset, but I finally left my financial advisement firm that I felt controlled my money and didn't align with my risk tolerance or growth mindset for investment (they didn't even believe to invest in any crypto!) Now I am in control of my money and (although we haven't had the sell-off yet so I can't say with certainty what the portfolios returned) I am confident that I am going to make 10x gains with where I shifted and invested my money. Their experts in each field (crypto, financial planning, stocks) are all high caliber.

It's not just about the portfolios though - the program helps improve and reframe your mindset and certain beliefs around investing, and you can tell the business is run by people with a good heart, that really are on a mission to help others. It starts with the owners, and Camille is really in tune with having your best interest at heart. I appreciate that even after finishing the program, she didn't pressure me to continue with their other programs, as she knew it wasn't right for me at this point in my life.

Medallion is the team that you want in your corner!

Working with Medallion investments has been a life-changing experience. The company has skilled and experienced coaches who support clients with many different aspects of financial life. They are truly a wealth-consulting company that empowers clients to take financial control of their life and set themselves up for for financial security and success. Their approach is multi-facetted and holistic, and includes both group and 1-1 support from financial analysts, financial advisors, mindset coaches and security expects. They mentor their their clients to identify their mindsets around money, and support them as to how to take financial control of their lives and learn ways to invest with peace. The courses, lessons and meetings are well-organized and set up for client success. As long as you show up and do the work, there is no reason why their strategies cannot work for anyone. I cannot believe how much I have learned and changed in under a year. Because of their mentorship, I saved $25,000 last year without making any extra income. I’ve learned how to make my money make money for me! I now have a plan to retire early and for the first time in my life, feel confident that this will actually happen.

The whole team at Medallion really strives to set you up for success in your entire investment strategy... it's not about some moonshot strategy.

They preach the fundamentals which pay off dividends (pun fully intended). They make sure you know "how to fish" as opposed to just saying "put everything in Dogecoin" They help you analyze your decision making process around your investments and how to create financial stability regardless of what's going on in the world at the moment.

They truly have a team of experts who have your best interest in mind and work with you individually instead of slamming you into a templated strategy like other companies would. And, instead of just feeling like a small account somewhere, it's truly a tight knit group with an outcome of helping you create financial freedom in your life!

So, just like any investment, you'll be unsure, but then as time goes on, you'll be glad you did!

I’ve checked my investments, and it’s more money than I’ve ever had. In the few short months that Medallion has been helping me, my initial investment has more than quadrupled! I'm optimistic about what's to come and am thankful for their support and guidance on the best buying and selling times. Their team even helped me do my taxes! They are wonderful people who genuinely care and have immense financial knowledge and resources.

Before I met Medallion Investments my mindset was just to focus on working and wait for my retirement pension. I don't even know anything how and where to invest money. My plan is just to wait my retirement and to receive my pension from the government at the age of 65.

Through them, I found out that there's so many ways where to grow our money, they have the best financial analyst, and not only that they will teach you how to manage/ how to buy and sell. Now i am very much confident on how to do this . I dont need to pay professional everytime just to manage my money.
I am very happy to know that my money is in a very good place right now. They are helping me to reach my goal, to retire early and be financial free.

One of the best part of their program also is to have a mindset coach you can't find this part of a program to any investment firm to have this opportunity. Their coach help me program my mind to be at peace in any circumstances interms of money. She is there to guide and teach you and to help you see the root of your fear and help you overcome it. And teach you just to focus on your goal.

Forever grateful of this company.

I highly recommend Medallion Investments because I believed that their intention to help people to become financially free is genuine.

JANET MARTIN
CALGARY, ALBERTA

Before joining the training with Medallion I was feeling a sense of uncertainty and confusion about investing. I knew I had to learn more about money but I didn't really know who to trust.

I have seen Brice the founder of Medalian evolve over years and his story and mission gave me the confidence to invest in his coaching program.

After joining I learned things I didn't even know, that I didn't even know.

I am now debt free (after nearly 20 yrs!) and have a solid plan in place for reaching my financial goals while being able to sleep well at night.

I believe they are building a solid company with integrity and standing behind their promises. I recommend them to others who feel called to evolve in the area of financial literacy.