“We found the Wealth Building Process to be a comprehensive and informative exercise which we should have undertaken years ago. For the first time we were working with advisors who painstakingly took the time to understand us, analyzed our financial situation in detail and made comprehensive recommendations tailored to our needs. We found the holistic and consolidated approach inherent to the wealth building process to be of particular value, a one-stop shop where the interplays and synergies between the various perspectives were considered and balanced. Nancy and Paul were very easy to work with and clearly explained the reasons behind, as well as the benefits of, the recommendations they were making. We greatly appreciated their upfront approach to the discussions and the significant time they invested in the meetings with us. We would definitely refer services provided by FWB Inc to our friends (and have already done so).” -Jenny and Jacek Narozny
We greatly appreciated their upfront approach to the discussions…
…we are not exposing ourselves to high risk.
“It is a wonderful feeling to know that your money is working hard for you and at little risk. We were given great advice based on the detailed analysis and time spent understanding our goals and present financial situation. Having someone look at our global financial picture, we finally feel we are on the right track, maximizing our portfolio and still being able to sleep at night knowing that we are not exposing ourselves to high risk. Thanks.” -Dr. Pierre Dalcourt and Amanda Dalcourt
“We know Nancy and Paul of Financial Wealth Builders to be dedicated individuals and have witnessed commitment in everything they do. Paul and Nancy helped us understand the benefits and rewards as well as all the risks involved when putting together a financial plan. They’ve always been helpful in responding to any concerns, giving clarification to all questions we may have. Nancy and Paul are sincere, honest, and open individuals. We have complete confidence in Nancy and Paul and would recommend Financial Wealth Builders to anyone seeking financial advice.”
-Cheryl and Dave Sutherland
They’ve always been helpful in responding to any concerns…
You listen closely to my clients’ needs and desires…
“Paul, I want to thank you for the knowledgeable and professional advice you have provided me and my clients over the years. The fact that you listen closely to my clients’ needs and desires and are able to bring sound and effective strategies to the financial security planning process is greatly appreciated. I took forward to continuing our working relationship for many years.”
-Steven Stessel, Chartered Accountant