Anchor Point Financial Testimonials

Anchor Point Financial Testimonials

I’ve been working with Anchor Point for a number of years now and have always found Chad and his team knowledgeable, professional and easy to work with.

I wold recommend them to anyone looking for financial security planning.

Dr. Scott Merkley
Oakridge Dental Center

I am always impressed with quality and efficiency of Chad Wilson’s services. He is always patient, and takes the time to answer any questions I have to the fullest extent. I can rest easy knowing my finances are in good hands.

Dr. Andrew Asgarpour

I have known Chad for greater than 15 years. Through changing stages in life and work, he has provided information and suggested products appropriate to current situations. He has explained things and provided excellent reference material whenever necessary. I am very satisfied with his services. 

Juan-Carlos Guijon

It’s clear from working with Chad that he truly cares about his clients, and that helping them achieve their goals is what drives him.  Chad’s unique combination of technical insurance knowledge, and his positive, caring nature allows him to develop and nurture strong relationships.  This in conjunction with his ability to work well with other professional advisors makes him the ideal teammate to ensure clients get the excellent service they deserve.  I have no hesitation in recommending Chad for any insurance needs.

Masato Oki, CPA, CA Partner
Baker Tilly WM LLP

I have been working with Chad and the team at Anchor Point Financial for over ten years. I have always received excellent advice and assistance with my financial planning needs in a timely, professional and understandable manner. I highly recommend Anchor Point Financial.

Gord Buck
Barrister & Solicitor
City of Edmonton, Financial and Corporate Services – Law Branch

I have had the absolute pleasure of working with Chad and his team over the past 4 years. Chad’s knowledge of the insurance industry is unparalleled, as is his commitment to providing the highest quality, client-focussed services. He goes above and beyond to get to know his clients in an effort to understand what they need and subsequently deliver the best possible advice. If you are considering hiring a Certified Financial Planner and Investment Advisor, look no further than Chad Wilson and his team at Anchor Point Financial. 

Dr. Steve D. Levasseur, BSc, MD FRCSC
Vitreoretinal Surgeon
Clinical Instructor, UBC

I have been working with Chad as my advisor for almost 10 years. Chad has been integral to building my personal financial portfolio and now that of my family through various types of investments (eg. RRSPs and RESPs) and life insurance. He checks in with me regularly to make sure my investment needs are on track with my circumstances and plans. He has always been available for questions and makes sure I understand our investments, etc. I have complete trust and faith in him and his team.  

Scott Marcinkow, Lawyer
Harper Grey LLP

Chad has been working with us for several years. He has always provided us with sound advice and he instills confidence. We have no hesitation recommending him to anyone who is looking for financial help.

Jacqueline A. Small
Barrister & Solicitor
Partner, Holness Law Group

Chad is fantastic at keeping me on top of my financial plan and ensuring that it is kept up to date based on my changing needs. He is diligent at reaching out and making sure that all my future plans are in order while still reminding me to enjoy today.

Veronica Franco
Partner, Clark Wilson LLP

I highly recommend Chad Wilson as a financial advisor. I have been his client for over 12 years. During these years, I went through some significant life changes, including the death of a parent, a divorce, studies abroad, and then the birth of a child. Each step along the way, Chad provided practical and personally tailored financial advice. Recently, I enjoyed the benefit of doing our review and update through his virtual office from the comfort of my own home. Chad and his team are very responsive when needed and non-intrusive when not needed – a great balance of communication.

Judith Boer

Chad introduced me to the world of financial planning some years ago. Chad and his team have been professional, efficient, and have always provided me with valuable input. I would strongly recommend him and his team to assist in any of your financial planning needs. 

Dr. Justin Asgarpour

I’ve had the pleasure of working with Chad and his team for almost 10 years.  I have always found Chad to be very knowledgeable, honest and approachable.  I would not hesitate to recommend Anchor Point Financial.

Scott Wilson
Partner, Dentons Canada LLP.

I have always appreciated the proactive approach from Chad and his team. Their timely responses, attention to detail and great attitude have given me confidence when assisting on my family’s financial needs. I would recommend Chad and his team.

David Khan
Retired Partner, Tax Services Practice, PWC

Chad and his team deliver advisory services the way they should be delivered – they take the time to understand your situation and your needs, they provide personalized services based on that understanding, and (not stopping there) they work pro-actively to anticipate how they can continue to assist you as your situation and your needs evolve. I would recommend Chad to anyone looking for comprehensive financial advisory services.

Joel Morris, Lawyer
Harper Grey, LLP

I have had the pleasure of working with Chad and his team at Anchor Point Financial on a number of occasions. Chad’s knowledge of the insurance industry and its benefits to families is second to none. I only wish I had met him years before. If you are thinking of obtaining insurance advice and assistance, Chad and Anchor Point should be your first and only point of call.

Laurence S. Klass
Family Lawyer

Chad and his team are attentive, pro-active, and have been professional with us from day one. What I like about Chad and his team is that the advice he gives, is often the advice he follows himself, and that shows the level of care Chad and his team put into their clients and their businesses.

Erez Bahar, B.Comm, CPA, CA, CPA (WA)
Davidson & Company LLP
Chartered Professional Accountants

Chad has been our financial advisor since shortly after I was called to the bar in 2005. He has seen us from the stage of paying off our student loans, to buying a house and me becoming an equity partner. We are very glad that when we decided to move to Toronto several ago, Chad agreed to continue to work with us. He is always available and ensures that we understand our investments and insurance, and that they are on track with our current and future needs. I highly recommend Chad and his team.

Emily Stock, Lawyer
Reain Lui Stock LLP

Chad consistently maintains a high service level, providing thoughtful and client-focused advice while making the entire investment process very accessible.  His commitment and consistency gives you the sense that Chad is investing in your future with you.

Ryan, Lawyer

I have been very impressed with Chad and his team. Their highest priority is always my client’s best interests and their ability to understand the complex situations and provide solutions that work towards my clients’ long-term success is amazing.  

Rick Jagpal, CPA, CA, CFP
Partner, Wolrige Mahon

I have worked with Chad for about 14 years. He has always been responsive, helpful and knowledgeable. I recommend Chad without reservation.

Tina Mihoc

Chad has provided me with reliable financial planning and insurance guidance through all stages of my life – from single apartment renter to married homeowner and father.  Chad provides practical advice and ensures that my investments and insurance coverage are suited to my current stage in life.

Chad Anderson
Associate Counsel

“For a non-financial guy” working with Chad and his team has been a great experience.

They take the time to explain everything in laymen terms. That’s one of the reasons I have been with them for over 14 years. I would highly recommend sitting down with them and listening to what they have to say.

Randy Shore
Frontier Power Products

We have known Chad for a dozen years or more. We have utilized his vast knowledge to make important financial decisions and have always found him honest and full of wisdom. He saved us a few hundred thousand dollars by advising us to set up a family trust several years ago as we knew we would be selling our businesses one day. He also doesn’t hesitate to bring in other advisors with specialized expertise (IE. medical insurance). We have followed his instructions with regards to investments and insurance packages and have been more than satisfied with the results. We highly recommend both him and his long time assistant Joanna.

John & Elaine Lichtenwald

I highly recommend Anchor Point Financial. Chad is very knowledgeable, personable and is easy to communicate with.  He gives honest advice about what is in your best interest.

I have been impressed with Chad’s consistent follow up as well as the rest of his team, all very professional.

Gerald Fainstein
Owner, Southside Foods

Chad is so much more than a Certified Financial Planner and Investment Representative. He gets to know his clients in order to understand their values and what makes them happy, and advises accordingly. His philosophy is that wealth that is not used well is wasted wealth. He is a trusted member of our advisor team and we know that he cares about what truly matters to us.

John & Gayla DeHart, Entrepreneurs
(Co-founders, Nurse Next Door; LIVE WELL Exercise Clinic; Hartify Brands)

I know that we were not the easiest of clients and our situation for the insurance was extremely complicated.  We had lots of questions and concerns. Chad went out of his way to  make the conditions of the policy as easy as possible, and affordable for our needs. I would recommend Anchor Point for anyone looking for Insurance options for their estate planning.

James,  Business Owner.

We aren’t your typical investors, but when we need help, Chad and his team are quick to respond and always direct & honest with their advice.

Yen Li Chong & Shiva Galbaransingh

My husband and I have been working with Chad for a number of years and would highly recommend him – and in fact, we have!  Talking about money and planning for the future can often be hard and sometimes scary. Luckily, Chad’s professionalism, calm demeanour and deep planning experience makes the time with him productive and comfortable. He is honest, open to sharing his own personal stories and is good at asking hard questions and listening to the answers. Chad’s collaborative, hands-on approach made us trust him from day one and is what will keep us working with him for many years to come. 

Lisa & Ben Hurlbutt

Working with Chad enabled me to meet my goals of a secure early retirement. His close attention to and analysis of my desires and requirements resulted in a plan to take advantage of changing market conditions throughout the years I have been working with him. The Anchor Point team has always been responsive to any questions I’ve had, or changes I’ve wanted to make, to ensure my needs are met on a continuing basis.

Allan Vallis