Sherman Friesen - The Complete Wealth Management System

Meet Sherman

Learn more about Sherman Friesen, CFP®

Established Family

Families with older children need a wise cash flow management plan.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

Value of Advice & the CWMS Team

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:

Accumulating greater wealth through better savings behavior
Finding and utilizing tax-efficient options
Building & diversifying your assets for a more comfortable retirement
Maintaining a long-term growth strategy & perspective
Providing strategies to transfer wealth efficiently to the next generation
Providing customized financial planning advice for your family
Monitoring & recommending changes to insure your financial plan stays on track
Providing coaching and ideas to help create positive habits

“People don’t plan to fail – They just fail to plan”

Here is how we will help you attain those goals:

Listening & asking questions to help you identify your needs, goals & objectives
Uncovering and navigating your “DOS” – Dangers – Opportunities – Strengths
Being someone whom you can trust and get advice from for all your planning matters
Offer independent advice for Life, Critical Illness and Disability insurance.
Meet with you in person at planned intervals or whenever the need arises
Establish a clear strategy & Meaningful Action Plan – A “MAP”
Monitoring & recommending changes to insure your financial plan stays on track
Help you get things done

“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“

What our clients are saying...

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…

I am absolutely delighted with the professionalism Sherman and his team have given me over the years. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and common sense approach. Your professional, ethical and caring demeanor elicits my trust and respect and I gladly recommend your services whenever possible...

Being faced with my husband's cancer diagnosis is devastating – our family will never be the same. I am so thankful to not have to worry about money at this time. While I never thought we would need it, I am so glad that Sherman recommended the Critical Illness and Life Insurance coverage we have. The Critical Illness policy payout has given us the freedom to make memories, take a couple trips and focus on the time we have together. The Life Insurance gives me comfort in the knowledge that I will be able to take care of my family long term…

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...

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 FHSA Reality Check

Business Risk Planning

The Pay Yourself Retirement Spending Plan

What our clients are saying...

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