About Bill Westmacott
I would like to introduce myself and share with you my business philosophy
for those who might consider my services.
I have been married to the same wonderful wife and my best friend (Tammie) for over 25 years and we have 3 grown daughters that we are very proud of and a grand-daughter that we deeply love. I have been very active in sports and fitness my entire life and continue to enjoy running, long walks or hikes with my wife and friends, weight training and the odd time you may see me on the golf course. I really enjoy reading and we are actively involved in several Charitable Organizations.
My adult career and has been quite diverse from being a Steam Engineer, a Pastor for four years, a top Sales Consultant in a number of industries and developing my own company for the last 15 plus years. I have a strong passion for helping people develop a Solid Financial Plan that covers all the core issues of conservative wealth management, tax and estate planning, asset protection, and introducing clients to the appropriate Experts in my Business and Client Network. I love helping entire families and I also focus on working with business owners and professionals which is a growing part of my business.
Fivefold Wealth Management (FWM) Vision:
Our vision at FWM is to be a full service and one stop solution provider for most Canadians with their financial and insurance needs. Being Insurance brokers we can hand pick the best solutions from many of the top Canadian Insurance and Investment Companies. Helping people develop a Solid Financial Plan that covers all the core issues of Conservative Wealth Management (tax strategies, estate planning, asset and income protection, wealth growth and income options). We are committed to helping business owners, professionals, individuals and families with many of our unique wealth strategies. FWM`s commitment to you is that you will be respected and receive timely service. Integrity and trust are absolute keys in our client relationships. We are committed to ongoing education for our clients through monthly e-Letters, ongoing seminars (lunch & learns) that we provide throughout the year. One of FWM strengths is our strategic business relationship with Accountants, Legal Specialists, General Insurance Brokers, Mortgage Brokers, Bank Consultants and Real Estate and Investment experts that we can draw upon to solidify your wealth plan. Our goal is to grow the company and develop a team approach in the future to provide even broader service. Bill is licensed to serve clients in British Columbia and Alberta and has his Certified Seniors Advisor (CSA) designation.
FWN Services:
Life Insurance: Permanent and Term solutions. We also have products that can help clients who have trouble getting underwritten.
Disability Insurance, Critical Illness and Long-Term Care: Protect you number ONE ASSET...your ability to earn income.
Investments: Segregated Funds provide guarantees and protection for your investments. Real Estate is another great way to diversify your wealth. **Each opportunity comes with an “Offering Memorandum and the risks are fully disclosed”. Alberta clients must qualify as an “Eligible Investor”.
Business Owner: Protect what you have worked so hard to build. Do you have proper insurance coverage’s; Key man, Disability, Critical Illness, Travel and Medical Insurance that is more TAX efficient? Do you have your Investment Assets Creditor Protected or are you looking for better Tax Efficiency? Do you have a Succession Plan in place? Do you need Group or Pension Benefits to retain good employees?
Travel Insurance: All-Inclusive Annual Coverage to Single Trip protection, Student Travel Coverage, and Visitors to Canada Coverage.
Client Added Value Services: Quarterly Seminars and Lunch & Learns for Businesses. FREE one hour financial consultation to Client family or friends with NO commitment necessary to becoming a client.
Bill Westmacott, CSA and President