Helped Individuals Develop a Solid Financial Plan
Studying Economical Trends & Key Financial Cycles
Masonite Yarrow had the opportunity to bring in Bill Westmacott with Fivefold Financial to provide 6 sessions on Financial Literacy to our employees as a personal training benefit. Bill brings a robust view of the current financial market and was able to keep our employees engaged by using real-life examples and by sharing his personal story, that in turn prompted our employees to ask further questions.Bill’s enthusiastic and honest approach to the financial topics discussed, made the sessions not only informative, but enjoyable. He was very accommodating to our schedule, and we received great feedback from staff on what they learned. I highly encourage other employers to provide financial training with Fivefold, as it is a topic most of us never received a full education on.Thank you again Bill for sharing your knowledge with us, here at Masonite.
My wife and I are retired and live in beautiful Hope BC. It’s a small country town, where people share and care for each other. One night, last year a friend and local business owner of ours invited us to hear a talk on Investments and Precious metals. The speaker turned out to be Bill. He was clear, informative and held our attention with his solid grasp on historical events and analysis on future trends. Bill, confronted the challenges we faced both present and forthcoming. He recommended the steps he himself would take to secure our financial goals, and as best as we could keep secure the wealth we have. I felt, like many others, especially during our retirement years that we were not diversified, and heavy on RRSP holdings. We were not best positioned to weather the ever changing more volatile financial storms of the 2020’s. Bill led with both confidence and caution in our choice of Gold, Silver and other investments. He is a man of faith, I have full faith in his excellent hands-on service and attention to his clients. He’s spent HOURS and hours on us and has guided continually. He’s our Money guy all the way. Thanks Bill.
Bill has offered me invaluable guidance in implementing a sound financial strategy not only considering current economic conditions but also considering my short, medium, and long term goals. What I find unique about Bill’s approach is that he combines an impressive technical understanding of the economy and markets while also providing his clients with service that goes far beyond what anyone would get out of a larger institution. I highly recommend Bill for anyone looking for a way to come up with an effective plan no matter their situation. He truly is a fiduciary and an even better person.
Bill is a fantastic addition to any team when you are building your financial wealth. He is extremely knowledgeable and explains things in a way that anyone can understand. Bill knows how to navigate the world of finance in a way that brings complete and solid results. His ability to educate others is a massive advantage over other financial planners and he is continually keeping current on the global and local trends in the market. To top it off, he is a great guy to hang out with and a super conversationalist. I recommend Bill to many of my friends, colleagues and clients and I am happy to know him!
I've only known Bill for a very short time [few months] but in that time he helped me to make some important decisions and have in a short time benefited greatly from his advice. Only regret that I didn't meet him much earlier in life. His vast knowledge and experience is something all should seek him out on.Thank you very much Bill Westmacott
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Financial Education & Honest Solutions Create Success
Have you ever made a really
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Have you ever received bad financial advice from a family member, friend or another person? Poor decisions create regret and can set you back years financially!
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As most Canadians have experienced major financial setbacks. At Fivefold Financial you will get honest solutions based on research and exceptional education to help you both grow and protect your wealth.
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