Success Foundations Wealth Management - London, Ontario

Joanne S.

I have been with Bill now for 10 years. He is always professional and keeps his explanations in layman’s terms so I can understand my finances better. He always looks out for my best interest and provides great sound advice. I’m close to retirement and Bill has provided me with a retirement plan to map everything out. One of the best perks is that Bill files my taxes each year free of charge which takes away the stress of having to do them. Thank you Bill and keep up the good work!

M.

I have been a client of Bill Clunas for many, many years. 🙂
I find Bill to be very professional and extremely knowledgable in his field. He takes the time to ensure that he understands my financial goals, risk tolerance levels and any other information that would impact my financial goals. With this understanding he has grown my investments over the years far beyond what I could have done on my own.
I find Bill to be the calm in the storm and alleviates any fears /concerns I have had regarding meeting my retirement goals. Goals at some points I thought might not be achievable. He patiently takes the time to run scenarios for me and providing information I need, setting my mind at ease. With all that he has done for my portfolio and sanity (lol) my retirement dream is within reach....the light at the end of the tunnel is very bright.
I highly recommend Bill Clunas for your financial needs / dreams.
Thank you Bill, all you have done and do for me is greatly appreciated.

Kevin S.

Bill Clunas is a very knowledgeable person.
Very satisfied with his approach and great advice.
Highly recommend to have a visit and sit down with Bill.

Dahbia A.

I've had nothing but great experiences with Bill Clunas. He's always been professional and knowledgeable. Goes above and beyond every time. I highly recommend him to all my friends and family.

Nicki T.

My experience with Success Foundations Wealth Management and Bill Clunas has been excellent. Bill explains finances in a clear manner, understands and explores what the financial needs are and is efficient and helpful.

Oscar T.

I've been working with Bill for several years. The entire time he has helped and offered sound advice with no judgement or talking down to. I appreciate how he knows everything about investing and insurance inside out but can explain them to me in a logical way that makes sense to everyone. There has never been a question that he hasn't answered for me. And I appreciate that if he doesn't know he finds out and gets back to me in a timely manner. Over the yrs I have consolidated all my investments and insurance with him. And even brought my mother over and he took the time to explain everything to her and help her out as well. Deal with confidence. He doesn't just try to sell you a product and ditch you. He's always there.

Debbie C.

Bill has been a lifesaver to me and has helped me plan for retirement and the future!!

He is always quick to respond and alleviate my stress!!!

I highly recommend him to all of my friends and family.

Melanie P.

Bill is attentive, responsive and works hard to ensure we have the best outcomes. All questions are answered with tact, regardless of how simple or silly they may be. Recommended whole heartedly.