+1 604 889 8841askmary@truewealth.ca

J. Williams

Looking for a financial planner I could feel comfortable and at ease with was very important to me as I was feeling quite uneducated regarding my financial situation.  With retirement in mind, I was confused and frustrated with my current level of knowledge.
Mary listened to my ideas and was able to put a financial plan together that addressed all of my questions and concerns. Mary made me feel special. She is extremely knowledgeable in her field and her compassion and patience is a true testament to her love of her profession.  I know it took me a few sessions to finally understand some of the concepts Mary was introducing, but it was new territory for me.  She helped make it an easy and exciting transition going forward, rather than an exhausting and frustrating experience. I feel more confident in understanding my financial options and money management.  Mary is there to help me with future financial planning and to review our current plan as needed.  I would highly recommend Mary to anyone looking for help with their financial planning and life goals. Thank you, Mary.