testimonials
Real people with really good things to say about their Net Worth Advisors.
“I have valued the competency, patience, diligence, incredible efficiency and strong sense of caring about my finances. (It’s) as if they were your own, which has resulted in (me) trusting completely your recommendations for my financial management. I have never dealt with a more competent, knowledgeable, caring company.”
- Dr. Adele Wolk
“Availability, responsiveness, professionalism … you do a great job. Please continue to be there for the clients you serve. I'm happy to be one of them.”
- Dr. Ron Wolk
“Sincere, thoughtful, selfless and personal service with the goal of not only providing expert financial advice, but of educating the client so that he/she is fully aware of where his/her portfolio is at any given time. How fortunate I am to be associated with such a dedicated team of brilliant financial advisors. (We trust) their professional experience and personal loyalties in guiding me and my family's financial future. Well done!"
- Debbie Baylin
“The knowledge base that you have on a variety of levels/situations is impressive. ln addition, you have access to a network of associates that have been outstanding to deal with.”
- Jeff Woolcott
“My service is based on my specific needs at that specific time. (It’s) always based on my overall financial goals which are reviewed on a regular basis. Overall, I’m very satisfied with the service. I especially liked having someone accompany me to important meetings at banks and other financial meetings. I anticipate a long and successful relationship with Unbiased Wealth Management.”- Dr. Orest Pilipowicz
“Excellent Advice”
- Randy Fennessey
- Dr. Dave and Gene Tarry
“Personalized service and a consistent contact person. (I’m) very pleased with the services rendered. “
- Mike Tidswell
“You provide personalized care, safety and an extensive knowledge base. (You) have the ability to explain complex matters in layman's terms. Thank you."
- Dr. Steve and Deb Baylin
“Organization of my assets, planning, advice, education, asset protection and a plan/strategy for the future. The service is truly unbiased and I get advice not product. I needed help and I got exactly what I needed. I get the time I need to have my assets looked after. I have been involved with Unbiased Wealth Management for 2 years now. I have had a drastic change in the way my assets are organized as compared to the way they were when I was attempting to look after them myself."“I was totally over weighted in oil and gas equities, as many Calgarians are. I pretty well had everything in one basket. If I still had that proportion of equities when oil and gas (prices) dropped, I would have had a massive reduction in my net worth. As it turned out, after the Unbiased review and asset redistribution, I have been much better suited to weather the present storm."
“My accountant thought it was time to get some expert advice and suggested I talk to John. At first, I was nervous about turning over what had been my baby, to someone else to manage. I felt I may be losing control of my ability to access money. (But) as I became more confident in the process and the ability of John and Spencer, I became more relaxed. I knew I had a game plan and I had not lost control. In fact, I actually had control now. Looking back, It was actually a big relief."
“What I did like was that they were able to truly offer unbiased advice – not a sales pitch for products. Organization of my assets, planning, advice, education, insurance review, asset protection and a plan/strategy for the future is what I get. They looked at my estate planning and gave me a complete overview of my finances and developed a plan to get me to my next financial goal."
“I needed help and I got exactly what was required. I get the time I need to have my assets looked after with a completely professional approach. I would highly recommend Unbiased Wealth to anyone requiring any of the above services.”
- Bill Foose
