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…I have been much better suited to weather the present storm.
At first, I was nervous…(but) as I became more confident in the process and the ability of John, I became more relaxed. I knew I had a game plan and I had not lost control. In fact, I actually had control now.
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 would highly recommend Unbiased Financial.
– Bill F.