Financial Advisors

Before meeting Scott I was always leery of what a business advisor could actually do for a business. Well, after sitting down with Scott and getting to know him better and seeing him on a continual basis, my perception of his craft has changed immensely. As a business owner myself, I will have no qualms about letting my network of people know that they should be speaking with Scott to enhance their business.

I booked an appointment with Melanie Wade after meeting with a financial advisor at a larger establishment to get a second opinion. Melanie was extremely courteous, organized and well versed in the world of mutual funds and investments. Melanie went through the investments that I had, explained them all to me and discussed comparable products with me that I can switch to, with a list of pros and cons. It is not often that you find a financial advisor who is willing to spend so much time doing background work, research and basic training on financial planning for an individual who is not yet a client. All the while being very understanding of my lack of knowledge of the details and nuances of her business. She was much more thorough than anyone that I have met to date. I have since begun to transfer my RRSP investments over to Melanie and am recommending her to everyone I meet. Adeel Qureshi AQurate Bookkeeping and Consulting

Friendly great advice.

WFG helping families to give education and awareness to save money, tax, and more. They are here to help and don't want to leave any family behind.