Client Testimonials

"We have known and trusted Dan for many years and can attest to his extensive experience in all areas of the financial world. We have benefited from his knowledge on many occasions, from investment planning to tax expertise, and most recently, from Dan’s development of a Financial Needs Analysis and Financial Plan suited to our needs. The Plan is exactly what we were looking for, answering our questions and providing excellent guidance for the future.
Dan’s ability as a financial planner is supported by his deep sense of personal integrity; Dan truly cares about the people he advises. We will continue to recommend Dan Wilmshurst to develop a financial plan that is uniquely suited to the needs of every client at any point in their lives."
Helen and John


"We were lucky enough to have received a referral to Dan Wilmshurst in our search for help with our current and future financial health. And we were smart enough to actually call him. In a very short period of time, Dan helped us stop guessing about our needs, wants and desires and got us to a place of financial peace of mind. Dan provided us with a blueprint which clearly laid out our short term and long term goals, and coached us on how to achieve our goals on a daily, weekly, monthly and yearly basis. If you want help sleeping at night, call Dan."
Tara and Marty


"We were impressed with the commitment and insight that Dan displayed while developing our financial road map. He took the time to ensure that we were setting realistic goals, and showed us how to use our incomes to successfully achieve them. Dan's friendly down-to-earth approach was also really helpful, and we are looking forward to working with him in the future."
Iain and Jenny


"We highly recommend Dan's services. His extensive training and experience give him a unique vantage point that results in realistic and useful financial planning. Dan is a thorough and conscientious person. Above all, he genuinely cares about his clients. It is a pleasure to work with a person of such high integrity".
Janet and Bob


"Dan has a highly professional, and at the same time, personal approach to financial planning. With Dan's extensive experience and knowledge, in all aspects of financial planning…investments, taxes, etc-- and his ability to explain the details in a clear and straight forward manner, I now feel a lot more confident in my financial future. Dan provided me with a comprehensive financial plan, with recommendations, that could financially benefit me, for many years to come.  I would recommend Dan, to provide a financial plan, to everyone, at any stage in their lives."


"Much to our delight, we recently discovered that Dan Wilmshurst, our friend and our first financial advisor, has returned to the financial world as a Fee Only Financial Planner. We immediately engaged him to provide us with his “Retirement Planning -Financial Needs Analysis”. Dan’s attention to detail, complete focus on our needs and goals, and his contagious sense of informed calm rendered our experience with him to be both reassuring and instructive . As soon-to-be retirees, we needed to know where we have been, where we are now, and, most importantly, where we are going. Dan, with his admirable ability to explain complicated and detailed financial information clearly, helped us to understand just that. We highly recommend Dan to anyone seeking a clear and complete vision of their financial path—a path which will lead all his new clients to the same conclusion about him — the conclusion of Trust."
Linda and Greg


"Dan Wilmshurst has been a great assistance to me. He pointed me in the direction of a new accountant who could better meet my US/Canadian tax needs, as well as how I might maximize my investments. That alone will save me more than his fee!"


"Drawing on his wide ranging experience in accounting and financial advising Dan Wilmshurst offers practical, unbiased and sound advice to his clients. We appreciated Dan's friendly yet professional demeanor and his methodical approach in his analysis of our financial preparation for retirement. Dan answered our questions patiently and comprehensively and we would certainly recommend him to anyone seeking personal financial advice."
Penny and Gil


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