Testimonials

After I read the article in the Discover Sixty Five magazine,  "Transitioning into Retirement," I could so relate to the lost feeling. 

It helped me to understand why I was down and confused a year into retirement and sliding down to a real low about myself. It didn't help that a huge move was made the same time as I retired.  I would love to hear more stories about people going thru the similar times.  Thank you Marian, Discover 65 Magazine

Wendy has a wide ranging knowledge of her subject, and her enthusiasm for it comes across clearly in her seminars. She is very committed to helping her clients find and live their retirement dream.

Chris Chart, Retired Veternarian, Nelson, BC

Wendy is a professional who is deeply dedicated to her work. Her sincere desire to assist her clients through transitions is genuine and authentic.

Linda Moore, Business Advisor and Coach, Nelson, BC

I have known Wendy for many years as we are both members of St. Saviour’s Anglican Church in Nelson. I have always admired and respected Wendy as a community aware person skilled in her caring approach in looking out for others. I know her involvement with the Rotary has been valuable in support of volunteering, especially with youth.

When Wendy wrote the columns in the newspaper about retirement I read every one and often cut them out and made bookmarks, as they have been useful for further reference.  Over the years she has been helping Nelsonites focus and understand the parameters of retirement. I have been actively following her advice and have been decluttering and downsizing many aspects of my life. Last year, my husband and I even sold our wonderful little casita in a pacific coast beach town in Mexico, because it made sense financially and with our ageing concerns, it was the right thing to do! With careful thought we put thousands of dollars into upgrading our mortgage free duplex in Fairview, where we plan to retire in our elder years. In reflection, I am sure that Wendy’s bright light shining on a future reality, helped us make that important decision?

I was grateful that Wendy included me in her email blog and my recently widowed girlfriend and I attended her workshop one Saturday in December 2022. Wendy gave a good session, and offered books for reference. One thing I really liked, is that she offers wisdom by revealing various directions and showing how to answer important questions. She does not tell you what to do, rather she suggests a couple or an individual look at their unique situation, consider the options and she gives the courage to take the steps into a future planned, as best one can. Wendy has gained much knowledge on retirement. Her gentle nature and forth right approach shows her genuine concern to help people look ahead  in their life path.

Submitted by Bonnie Holland, Nelson B.C.