Our Team - Professionals
Experience Counts.
Our Team
Our Resources Team
Our Process - Comprehensive
Our role is to be your trusted financial security advisors and advise you on all of your personal and business financial planning needs.
Strategic financial planning takes into account the interrelationships among all aspects of your financial situation. These include: financial management, insurance and risk management, investment planning, retirement planning, tax planning, estate planning along with legal aspects. Our role is to be your trusted ‘Chief Financial Officer’ (CFO) and advise you on all of your personal and business financial planning needs.
A true financial plan will address your big picture and consider all relevant aspects of your life. Our comprehensive financial planning process takes all of this into account and ensures strategic integration across each of the key financial planning areas. In order to effectively and efficiently accomplish this, we have created a detailed and disciplined financial planning approach to ensure that all bases are covered and steps are taken to maximize your wealth, minimize your taxes and secure your financial future.
Value of Advice
Studies and research continues to show that Canadians that work closely with a financial planner are saving more, living better, and experiencing higher levels of overall happiness in their lives.
Studies and research continues to show that Canadians that work closely with a financial planner are saving more, living better, and experiencing higher levels of overall happiness in their lives. The Value of Financial Planning, a three-year longitudinal study which included close to 15,000 Canadians, was commissioned by FPSC® and the Financial Planning Foundation.
Our Clients
Effective financial planning takes into account the interrelationships among all aspects of your financial situation. Your situation will vary depending on your existing wealth, income, profession, along with marital and family status. WealthSense specializes in working with the following individuals, professionals and business owners.
Medical Professionals
As a medical professional, you need a trusted advisor to help you navigate the intricate maze of financial planning that is specific to medical professionals.
Professionals
Whether you are a lawyer, accountant, architect or professional athlete, you need a trusted advisor to help you navigate the intricate maze of financial planning that is specific to high income professionals.
Business Owners
Business owners are faced with a unique set of financial challenges deserving specialized knowledge, attention and care.
Families
Having a family can be one of the most rewarding parts of life, but the financial realities that come with it must be understood and well planned for. Providing for your children's present and future needs, from education to recreation and everything in between, does not happen by chance.
Resources
We've got the resources to keep you informed.
