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
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...
Client since 2002
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…
Client since 2008
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
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.