What Client's are Saying....
We were first recommended to Five Fold Wealth Management in 2008 and were immediately impressed with the personalized approach. Bill’s obvious dedication to serve each client’s individual needs, accompanied with his expertise, has allowed us to address our entire financial profile. For the first time, we feel the “full picture” is addressed and appreciate Bill’s knowledge and resources to advise on all aspects of our financial plan. Five Fold Wealth Management is constantly advising of market updates, new products and new strategies to help us make informed decisions. We highly recommend Bill Westmacott and Five Fold Wealth Management.
Tim and Rhoda Richardson
Airdrie, Alberta
FWM has given me a level of personal service that I have not experienced in the past. In my past experience, financial advisers have only cared about closing deals that in the end benefit themselves. Fivefold Wealth Management is constantly updating me on latest market conditions and on the health of my current investments. They have also made recommendations that have helped navigate me through these tough times and come out on the other end in better condition than I would have without their expertise. This information and guidance has kept me feeling aware and informed (dare I say calm) in the midst of market turmoil. I truly feel that FWM cares about me and my investments.
Richard Nasr, Enterprise Software Consultant
When we first talked to Fivefold Wealth Management about handling our portfolio, I was impressed by how passionate Bill is with discussing the "how's and why's" behind the ideas. It stood out that he had a very genuine intent to educate us on the options before we made any decisions. As we progressed forward and started implementing the financial strategies, I was extremely impressed and delighted at how well he looks at our whole financial picture, with suggestions on how to set up investment vehicles and strategies that complement one another, right down to setting up our will and testament documents and estate planning.
The initial service has been excellent; however I think much more important to the long term have been the ongoing follow-ups, reminders, summaries and attention to detail. This has been by far the best personal service I've ever seen from any financial advisor or institution.
Sincerely, Jeff and Anica Saxinger
Jeff Saxinger, P. Eng. and Business Owner
Calgary, AB
Wealth Accelerator Plan
For many years, I tried to lower my mortgage within the banking system, only to feel the hopelessness of ever achieving my goals.
Then I was introduced to a strategy that would help me not only excel my loan, but in the end, put money in my pocket.
By using the equity in my home, I was able to secure an interest bearing sub loan. The beauty of this loan had two great benefits to it.
At tax time, I was able to write of every dollar used to maintain this strategy. Plus, there was no penalty for depositing extra cash in better times.
Now I can see the light at the end of the tunnel.
Frank Dol
Maple Ridge, BC
To Whom It May Concern
I am very happy to recommend Mr Bill Westmacott to others in the matters of financial planning and investment services.
His dedication to facilitate financial growth for his clients, knowledge in the investment products, understanding of clients' needs have all contributed to my financial growth despite today's challenging economic climate.
Having Bill as my financial advisor to take care of investment strategies has facilitated my business growth and success.
Teresa Yu,
Director, Oasis Spa Retreat
Mission, BC