Testimonials

As my wife Allison and I entered into our “fifties”, the need to maximize the return on our investment portfolio had never been more important (wish I had felt that urgency at “30”!). At the same time, we had become ever more frustrated with the seeming absence of a coordinated plan for our future as all of the advisors, insurance brokers, and accountants we had dealt with in the past either fell short of expectations or were not set up to take us to the next level. So when my sister mentioned Bryce and Barb and their team, who were eager to put together a plan for her that was holistic in every aspect, we were intrigued to say the least. In spite of the fact that we were on the mainland and they were in Victoria, we set up a meeting to hear what they had to say.

The meeting, in the comfort of our home, was a breath of fresh air for us, and exactly what we had been searching for all of these years. In spite of this being our first ever meeting, Bryce and Barb were 100% professional, 100% sincere, and 100% prepared for the meeting. After subsequent phone chats, the plan they presented to us was a “complete plan”, giving us a very clear understanding of what we had to do over the next few years to make it happen.  Even though we didn’t find that pot of gold we never knew we had, the relief of removing guess work from the plans for our future was every bit as valuable.

Over the past 3 years we have grown closer to Bryce and Barb and the team, and now consider them to be good friends more than professional acquaintances. We look forward to our chats and sharing family news with each other. We are so glad that we were introduced to them, and would recommend them to anyone looking for an “exceptional” experience in financial planning.

We feel so fortunate to have discovered the impressive team at Exceptional Wealth Management. Barb and Bryce are effective communicators who have consistently given us wise, data-based advice and clear guidance with all our investments (not just those they administer).  They see the whole picture!  Related to this, we appreciate that Barb and Bryce take an integrated approach to financial planning involving all of the players in allied areas such as accounting, information technology, real estate and law.  We are especially pleased that they are directly connected and in continuous communication with Aaron Wade Accounting service so that financial decisions are consistently made within a taxation context.

Barb, Bryce and their team view their clients as friends and colleagues with multiple needs and unique life journeys.  Every member of the team – Barb, Bryce, Cindy, Yan-Min, Jesse and Robyn – are genuine, friendly and helpful individuals. We always know we are in capable and caring hands.

As always the individualized and personal service we get from the entire exceptional wealth team is, well……EXCEPTIONAL.

We have been through a lot in the past few years and it sure has been nice having two people like Barb and Bryce standing on our side and helping us deal with life’s ups and downs. Our financial picture is a lot clearer than it ever was, and our future is much brighter. The amount of stress they have helped us avoid is priceless. We cannot say enough about both Barb and Bryce, and would recommend them to anyone who needs a financial advisor.

I just wanted to share my view that you really are a consummate professional, and someone who consistently shows great integrity along with character.

 

“Bryce is an extremely knowledgeable and trustworthy financial advisor. Our family’s best interests are always at the forefront of any advice he gives, and he provides consistently expert, detailed and reliable information. Highly recommend!”