Meet Sherman
Learn more about Sherman Friesen, CFP®
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Established Family
Families with older children need a wise cash flow management plan.
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Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
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Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
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Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
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Your Retirement
Retirement comes with many possibilities. We help you make the most of every opportunity.
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Young Family
A wise financial strategy keeps a family on track during all the "growing-up" years.
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Starting Out
A good financial strategy is a great foundation for a solid relationship.
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Your Child's Education
Few things in life are more rewarding than helping the next generation get a great education.
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Single
When life situations change a good financial strategy can help to lower the stress.
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Income Tax Planning
Minimizing taxes through carefully planning is a powerful financial strategy.
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Running a Business
Running a successful business can be one of life's most rewarding experiences.
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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
financial plan,money,peace of mind
financial plan,money,peace of mind

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