We always knew we needed a full succession plan but never found anyone who we felt completely comfortable and confident in. Upon viewing the short video presentation put together by Kelly Adams of BWP in Halifax it hit home! We saw exactly what we did not want to happen and knew instantly they had the complete team we were seeking. It was a pleasure to work together with these fine individuals to say the least.
To Kelly and his team, we extend our deepest gratitude for making us feel like family while guiding us through tough decisions with their deep knowledge, understanding and professionalism. They met every expectation to the fullest and we will be forever grateful and will always be a very loyal client. Thanks again for everything!
Joerg & Jane von Waldow
Waldow Farms Ltd.
We at Waldow Farms Ltd. would like to say thank you to Kelly Adams of Barrington Wealth Partners (BWP) for putting together a succession portfolio unlike no other, which not only affects present day business decisions but also how we will make our business decisions for future growth of the company. It was an absolute pleasure to work with Kelly and BWP!
Succession plans are usually a difficult topic to discuss, but one that needs to be addressed very seriously in every situation. Having someone as down to earth as Kelly made this topic much easier for discussion and his level of honesty and trustworthiness was much higher than our expectations. BWP in the Halifax region will go above and beyond the needs initially set out in a conversation and give guidance, knowledge and opinion in any topic given. Whether insurance, succession planning or wealth management BWP is an outstanding firm to work with and in these situations outstanding is someone we would all like working on our portfolio.
Their approach at BWP to every client’s needs and attention to detail makes you feel like family and that you’re building a relationship for many years to come. Myself and everyone else at Waldow Farms Ltd. would highly recommend Kelly Adams and his outstanding staff and will continue to use this group for many years to come.
Karl von Waldow, Vice President
Waldow Farms Ltd.
As a small, female family run business, we had hesitation in trusting anyone to our estate affairs. For 50 years we had done just fine on our own, but the business grew so we knew we had to get our affairs in order. When our Chartered Accountant introduced us to Kelly and the team at Barrington Wealth Partners, we were impressed with their family like atmosphere and how quickly we took comfort in Kelly. He was trustworthy, honest and he listened. We started to feel like he was a part of our extended family. Kelly created a portfolio for our estate and introduced us to some new and exciting ideas which we look forward to in the future with Kelly and Barrington Wealth Partners.
Thank you to Kelly and his team!
The Ladies of The Fancy Lebanese Bakery