About Us

The Complete Wealth Management SystemTM

We are a financial services firm that provides independent financial advice to families and business owners in the Vancouver area as well as throughout BC and Alberta.

How We Can HelpGet in touch


As Certified Financial Planners®, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Dealer

Sherman Friesen, CFP®

Certified Financial Planner® professional

Sherman is a Certified Financial Planner® and he is also a member of the Canadian Academy of Senior Advisors. He assists clients in British Columbia and Alberta.

Sherman believes that successful investing begins with an in-depth understanding of the needs and dreams of his clients.

He develops a sound financial strategy to meet those needs and ensure a healthy financial future. Sherman coordinates the activities of tax accountants and estate lawyers, as well as his own network of professional advisors to create a 'complete financial solution'.

Some of the associations that Sherman is a member of:
  • Member of Advocis - Association of Life Underwriters and Financial Planners of Canada
  • Member of the Financial Planning Standards Counsel - Association for Certified Financial Planners
  • Fraser Valley Estate Planning Council
  • Million Dollar Round Table, the premier association of financial professionals

Sherman has offices in Vancouver and Delta, BC and reside in Delta with his wife Barbara and their two children Samantha and Tyler. He has an eclectic range of interests including music, classic cars, hockey, and SCUBA diving, which he has attained the level of Master Scuba Diver Trainer.

Our Mission is to consistently provide our clients with financial planning services that:

  • Help them to manage their nest egg to meet their lifestyle goals.
  • Help them to protect the things that are important to them, such as their family’s lifestyle or the future needs of their family.
  • Help them to put more money in their pockets with more effective tax planning.
  • Help them to make the right choices in risk management and get the right plans at the right price.

Bob Duncan, CLU, CFP, CHS, LTCIS

Certified Financial Planner® professional

Bob is a Certified Financial Planner® providing service to clients primarily in Western Canada since 1973.

Bob started his own insurance brokerage company in 1979 to bring a wider variety of services and products to his clients.

Much of the work has been specifically designed for the special needs of closely held corporations and medical professionals who are particularly vulnerable to interruptions in income.

Bob has offices in Vancouver and resides in Kelowna. Bob handles clients throughout Western Canada. Bob is a 4th Degree Black Belt and avid SCUBA diver, hobbies that he is able to enjoy with his three sons, Kelly, Ryan and Ross.

I have designations as:

  • Chartered Life Underwriter
  • Certified Financial Planner®
  • Certified Health Insurance Specialist
  • Long Term Care Insurance Strategist

I am a member of:

  • Chartered Life Underwriters Institute
  • Financial Planners Standards Council
  • Advocis, Canada's largest association of professional financial advisors
  • The Million Dollar Round Table, the premier association of financial professionals

Our Mission is to consistently provide our clients with financial planning services that:

  • Help them to manage their nest egg to meet their lifestyle goals.
  • Help them to protect the things that are important to them, such as their family’s lifestyle or the future needs of their family.
  • Help them to put more money in their pockets with more effective tax planning.
  • Help them to make the right choices in risk management and get the right plans at the right price.

*Bob Duncan is not registered in any capacity with Worldsource Financial Management Inc. (WFM). WFM is responsible for mutual fund-related business activities conducted by its Registrants, and is not responsible for the business activities of other related or unrelated individuals and/or organizations.