“I appreciate David’s involvement with my financial planning and investment management for over 20 years. I feel as though I don’t have to worry about my investments as I know they are safe and secure and earning what I need. Some of the investments like the Antrim fund have been very good and I am thankful that David found this investment many years ago. I feel like I am able to ask David anything and he is always willing to help me. Whether it has been insurance, plans for relocating, saving for my children, estate planning or investments I feel that this has all been planned for very well. I would certainly recommend anyone looking for a financial planner to get in touch with David and Planwell Financial.”

Helen W

“We have really liked the very thorough process that David and Taylor went through with us in preparing our financial plan.  We especially like seeing our investments grow at a good rate and above what our goal rate of return is.  It is great having measurable goals established that the Planwell team are monitoring for us.  We feel much more confident that we are on track and have a good plan in place.  We only wish we had met David & Taylor many years ago.”

John & Gail B

“I feel very confident that my investments are safe and secure and earning a return I am happy with.  I enjoy having David and the Planwell team assisting me with my finances and feel I have easy access to them whenever I want.”

Joanne F

“My wife and I have been a Planwell client for many years. Dave displays a great deal of confidence in his investment advice and is always available to answer my questions, review my portfolio and make recommendations. I’ve always been able to trust Dave’s advice. He builds relationships with his clients, and cares about their future…

I always feel comfortable in recommending Planwell’s service to anyone looking for a company they can trust.”

Mark B

Planning Well
LeadS To
Living Well.

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205 - 22314 Fraser Highway Langley, BC V3A 8M6

P: (604) 614-3283 | E: info@planwellfinancial.ca