We were clients of Wesley for more than 20 years, from our peak earning years through the transition into retirement. Over that time he helped us make sense of complex choices around saving, investing, and timing our retirement, always with clear explanations and meticulous follow‑through.

Thanks to the plan we built together, we now have a predictable income, understand how our investments support our lifestyle, and feel comfortable making financial decisions in retirement. Although we strongly disagree on which teams to cheer for in professional sports, we still managed to work through it and maintain a very good relationship. We would gladly recommend Wesley to anyone who wants a steady, detail‑oriented advisor for the long term.

I first met Wesley by chance when I was on my way into a retirement planning seminar at a hotel in Calgary being put on by another firm and walked into Wesley’s seminar room by mistake. After a brief conversation with Wesley, I decided to attend his seminar instead, and shortly after that my spouse and I asked Wesley to take on our financial planning. As a professional engineer, I had always been very organized with our finances, building my own spreadsheets and even drafting our wills. Wesley respected that work and matched it with the same level of structure, thorough analysis, and attention to detail in our retirement, tax, estate, insurance, and investment planning. 

For nearly 25 years, Wesley helped us move from accumulation to a well‑thought‑out retirement and was patient but persistent in guiding us to finally step back from work. My spouse and I retired earlier than many of our peers and feel comfortable with the plan that supports our lifestyle today. We have referred several family members and work colleagues to Wesley and have always felt our relationship was built on mutual respect and a shared commitment to doing things properly.