About Us
I provide financial education for my clients through my monthly Blog, seminars and Lunch & Learns. I help my clients properly diversify their wealth with multiple asset classes and life insurance strategies.
How We Got Started
I have been a business person for over 30 years and active in the investment world. Professionally, I started in 2005 as a life insurance broker and continued to add to my knowledge and many solutions for my clients (precious metals, private equities and several referral arrangements with other experts in their field).
The products and services we offer
Recommendations Received (42)
"Bill has been one of a kind advisor who takes exceptional care of his clients. Thank you Bill"
"Bill has been in the business of helping people organize their financial portfolios for many..."
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"Bill has been in the business of helping people organize their financial portfolios for many years. Very pleasant person to talk to."
Products & Services
Over 12,000 hours of studying economic cycles, market trends and developing strategies to protect your wealth.
My passion is to educate clients on a wide range of financial topics and provide custom solutions. We live in a turbulent financial world, and it i...
When you need to count on expertise, we're here to help. Fivefold Financial offers free consultation calls to clients in and around Chilliwack. Let...
Recommendations Given (49)
"David has been an excellent silver and precious metals analyst for many decades and provides..."
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"David has been an excellent silver and precious metals analyst for many decades and provides solid insights. I have followed David's work for over 20 years."
"Daniel provides excellent and and expertise for his clients"
Recent Activity
Simply, a group of individual investors using social media platforms like Reddit targeted Wall Street firms that have a short position on select companies. As thousands of investors went long on the stock, it drove the price up dramatically. This caused the hedge funds to cover their short...
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Simply, a group of individual investors using social media platforms like Reddit targeted Wall Street firms that have a short position on select companies. As thousands of investors went long on the stock, it drove the price up dramatically. This caused the hedge funds to cover their short positions to avoid huge losses, which further drove the share price up of these select companies like Gamestop or Bath and Bed. The little guy made massive gains at the expense of the pro's who historical control these markets. Good on the little guy!
