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The Wealth Guardians

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The Wealth Guardians Reviews (10)

We are very satisfied with the service we receive He is very knowledgeable and explains things very clearlyWe would highly recommend him

My experience has been nothing but a pleasurable experience My initial contact was during seminar on getting the most from my SS benefitsI was very impressed with Mr Ray's knowledge and expertise on the subject of personal retirement Our next meeting he critique my investment portfolio and made suggestions to improve my retirement opportunities His staff and others made my transition to the Wealth Guardians smooth and uncomplicated, in addition Doug was there throughout the whole process for any concerns or questionsHe treated my wife and myself with complete professionalism and courtesyI completely recommend Doug Ray & staff to provide anyone at retirement age with wisdom in decision making needs for one considering retirement in the future!

I would highly recommend Doug R [redacted] and The Wealth Guardians to anyone who is even thinking of planning for retirement He has helped and guided us since we first became clients in His information and advice is right on target for our needs Doug and everyone associated with his office are accommodating, knowledgeable, helpful and above all, friendly I feel like a friend, not just a client His customer service is top notch, and I look forward to many more years with Doug, Sherrie and Joy A+++

Doug R** with Wealth Guardian has really given me and my wife peace of mind,concerning our retirement assetsWhen the market declined rapidly in 2008,we lost a considerable amount(to us).We are in our late 60's,and wanted to protect what we do have left,so we chose to take Doug's advice and rolled our 401-K into a fixed indexed annuity...we feel our principal is protected,without the risk of losing any of our investment iff the market falls,and there is a stronger likelihood to gain on
market rises

My wife and I have been clients of Doug and the Wealth Guardians since August, 2013. I was offered a lump sum of money from where I had previously worked and I was 63 and facing retirement. Like a great many people, we had put off actually talking about retirement because frankly, I didn't want to hear how bad we had planned. I first talked with an adviser from the 401k specialists that handle the retirement for the company I work for. When my wife and I left that meeting, she was in tears. Based on his analysis I would have to work until I was 70 and then he told us we would still be woefully short.
Then we talked with Doug R**. During his presentation he showed us our expenses, how he would invest out money and explained why he would do the investments. He showed and explained how the combination of the annuities, my 401k investments, our cash and other assets would work together to provide not only an adequate retirement, but a very nice one indeed. Needless to say when we left Doug's office, we went out to dinner and celebrated.
I will retire at the end of July, 2016 and have no worries about the future. And the peace of mind is all thanks to the good Lord and Doug R**.

We are very satisfied with the service we receive. He is very knowledgeable and explains things very clearly. We would highly recommend him.

I have great appreciation for Doug R** and The Wealth Guardians group. He is passionate about helping people and understands the complexities of financial markets as well as geopolitical issues around the world. If you've worked hard all your life and want to protect some, most, or all of your savings in an uncertain world, I recommend Doug to you as a financial advisor with the utmost integrity and character who will have your best interest at heart.

Always very informative. willing to discuss any topic. will provide any information you request, very up to date on current events.

I would highly recommend Doug R** and The Wealth Guardians to anyone who is even thinking of planning for retirement. He has helped and guided us since we first became clients in 2014. His information and advice is right on target for our needs. Doug and everyone associated with his office are accommodating, knowledgeable, helpful and above all, friendly. I feel like a friend, not just a client. His customer service is top notch, and I look forward to many more years with Doug, Sherrie and Joy. A+++

My experience has been nothing but a pleasurable experience. My initial contact was during seminar on getting the most from my SS benefits. I was very impressed with Mr Ray's knowledge and expertise on the subject of personal retirement. Our next meeting he critique my investment portfolio and made suggestions to improve my retirement opportunities. His staff and others made my transition to the Wealth Guardians smooth and uncomplicated, in addition Doug was there throughout the whole process for any concerns or questions. He treated my wife and myself with complete professionalism and courtesy. I completely recommend Doug Ray & staff to provide anyone at retirement age with wisdom in decision making needs for one considering retirement in the future!

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Address: 11520 N Community House Rd STE 150, Edson, Alberta, Canada, T7E 1T8

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