Bow Valley Private
Wealth Management

We have been working with Sly for 5+ years now and it was the best decision we’ve ever made for our financial health and retirement planning.  His wealth of knowledge and transparent communication style has instilled us with confidence.  We know our future planning is solid and his overview of long term financial strategy assures us that we are in good hands!

Bow Valley Private Wealth Management made estate planning surprisingly easy and stress-free, clearly explaining everything and creating personalized documents that perfectly fit our family’s needs. Their responsive, caring approach gave us complete peace of mind - I highly recommend them!

We have worked with Sly for 7 years and really value his steady guidance. He has helped us build the right financial plan for different seasons of life, including growing kids, lifestyle changes, and work, while supporting us with tax strategy and retirement planning. His regular check-ins and advice through changing economic times have helped us feel more organized, more strategic, and confident that we are on track for our future goals. He is also consistently available when questions come up.

Sly has been a reliable and responsive advisor in managing our group benefits for the past eight years.  He consistently provides timely responses to our questions and proactively advocates on our behalf with our benefits provider.  His professionalism and support have made navigating our benefits straightforward and efficient.

I have dealt with Sly for almost 10 years. He has opened my mind and financial priorities in a way that I would've never known (or understood) dealing with RBC for over 25 years Regardless of the uncertainly when investing, Sly has created a diverse Portfolio that targets not only what's important to me, but also what addresses my current situation. Life changes, like investing, so having the ability to sit down with Sly (in person) and talk about making any adjustments, talk about opportunities and continue to learn from Sly as my portfolio grows. If you are investing through a bank, STOP: Give Sly a call and I guarantee he will expand your knowledge and generate a personal portfolio for you to access anytime from anywhere and make changes if your priorities change in Life. "Sly is my guy".

We have been working with Sly for around 15 years. From the very beginning he took the time to understand not only our financial situation but also our goals, priorities, lifestyle  and comfort level with risk.  What stands out most is his consistency and integrity.  We have always felt informed, supported and never pressured into decisions.  We also appreciate how proactive he is - checking in regularly, making adjustments when needed, and trying his best to keep us on track.  We wouldn't hesitate to recommend Sly to anyone looking for a knowledgeable, dependable and highly skilled financial planner.  

My husband and I first met Sly when I was unexpectedly laid off in 2021. Until then we hadn’t really thought too much about investing or financial planning other than standard RRSP contributions through work. We appreciated so much his assistance in creating a plan to manage our finances in a way that would optimize taxes and maximize growth within our retirement savings. He enabled us to have confidence in our ability to retire and in the security of our financial future! We find Sly to be so accessible, friendly and ready to answer any and all questions we have at any time. He always ensures that we are comfortable with our plan and explains everything to us. We are very, very pleased with his management of our portfolio and are so thankful we were referred to him! We would wholeheartedly recommend Sly as your choice for a financial advisor!