As you know, we place great importance on looking after our clients, making sure we are doing everything we can to educate and help them reach their financial planning goals.
We can help you by:
People don't plan to fail – They just fail to plan
Here is how we will help you attain those goals:
Financial Planning and Wealth Management are not events, they are ongoing processes. They involve designing and implementing a plan based on your personal goals and objectives. This is the first step to creating your financial planning road to success.
- Sherman W. Friesen, CFP
I have had the pleasure of working with Bob Duncan and Sherman Friesen at Complete Wealth for many years! Back in 1984. I had a small pension at a company I left and had two options – take a monthly pension starting in May 2021 (which seemed like a long way into the future back in 1984) or withdraw the amount and invest it myself. Bob and Sherman provided the advise and the plan for me to almost quadruple that initial amount, which will now provide me with a monthly pension about 35% more than my pension plan offered me back in 1984. Well done and thank you to Team Complete Wealth!
I would recommend Sherman Friesen, along with his predecessors which have been our Financial Advisors for many years. More recently he has worked with me dealing with my husband’s estate, even coming to my home several times giving advice to myself and my two sons. He is extremely personable, friendly, knowledgeable and professional.
Sherman has been my financial planner for over ten years. I have been very pleased with my portfolio and will continue to watch it grow. I have full trust in Sherman and have recommend him to family and friends. I'm so glad that I had Sherman to take care of my future finances or I would have nothing saved today.
Client since 2005
Over the past 20 years Sherman has demonstrated solid financial advice for both my RRSP and RESP. He takes the time to ensure all investment goals and strategies align. I would not hesitate to recommend Sherman for sound financial planning.
We've been pleased with the conscientious service, thorough follow-up, and information that Sherman has given us . It's good to have someone, like Sherman Friesen, who is trustworthy and we can rely on to work in our best interests.
Our Financial Advisor's name is Sherman Friesen who has become a very patient and caring friend over the years. The funds he recommended are doing great and both my husband and I are very thankful that we were blessed in finding such an understanding and thoughtful advisor whose advice we trust.
The other consideration that I never anticipated was that once I retired my portfolio could still continue to grow and add to the fixed income of my CPP and OAS. It gives me a sense of security to have a life plan, see a blueprint for how my financial wealth can survive as long as I might need it and to continue to have your advice to counsel me...
Client since 2003
Sherman strives for the best financial planning solutions for you and your family. I appreciate his guidance and help especially now that we are accessing RESP for my son to attend University in the fall…
Client since 2008
We appreciate Sherman's timely review reminders and how meetings are always in a relaxed and non rushed manner. The friendship and trust we have developed with Sherman and his Team has helped us to understand that a plan needs to be massaged and modified in response to global market fluctuations and the unpredictable changes which are part of our lives…
Clients since 2009