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"Dave Watson and his associates at Wealth Planning Group provided us with an experienced team of professional, knowledgeable people, who really 'got it' the first time around. Not only were we able to gather all the financial folks in one room (including our banker and accountant) to review our situation; they were able to resolve problems in every area of concern.
As a result of their efforts we were able to establish a very "customized" insurance program. This program allowed our banker to secure the business we do with him as well as set out our immediate and long-term estate planning needs while ironing out all the wrinkles in our cash flow.
Job Well Done!"
Fred & Elizabeth Neil
Cell Farms
If you are looking for outside the box strategies for your clients, WPG has some interesting products. With the assistance of the WPG, we can service our clients in a non traditional way, a way that will differentiate ourselves from the competition.
A.A. (Stino) Scaletta, CA
Tax Specialist, Meyers Norris Penny LLP
Carole has been working with my mom for a few years now. Carole has worked hard to educate her and the pay-off has been that there is a huge difference in regards to how she views investing. Mom now has the knowledge to look beyond conventional investments like GIC's, Term Deposits and Savings Accounts. She understands the risks of the stock market's volatility and how it is linked to any mutual fund but she is also reaping the benefits in a very uncertain economy. Carole's personal commitment to my mom has allowed her to take the necessary steps to invest more aggressively with minimal risk. There is also the added benefit that Mom is enjoying the experience of learning about alternative money management later in her life.
Linda Wachal
I first met Carole in May, 2005 shortly after purchasing my business. She immediately helped me focus on my new financial goals and determine what my needs were. As my business grows, my financial needs change, and Carole has been alongside me every step of the way providing me with innovative ideas and solutions - she is a trusted source of information and guidance. I highly recommend her services.
Michele Pitre
Carole Urias and her supportive team at Wealth Planning Group have restored our faith in the financial planning and investment services industry. Not only were we consulted, and informed of our options, we were patiently guided in the decision making process as to which products most closely meshed with our financial goals. Our client-advisor relationship began with trust and admittedly slight skepticism, but has blossomed into one of sincere respect for the incredible diligence and ongoing commitment shown. We confidently look forward to an active, rewarding retirement thanks to Carole Urias and highly recommend her services to all our family, friends, and associates.
Neil Dalrymple and Gerhard Thiessen
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