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”
  • 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

Dealer

Retirement

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…

    Dennis & Veronica Neufeld

    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...

    Graham Watts

    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…

    Mitzi

    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...

    Ed Scheck

    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.

    Lorraine K.

  • 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.

    Shelley Hillier

    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.

    Jason Koo

  • 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.

    Ron Wall

  • 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.

    Ken and Patricia Witherspoon
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