An increasing number of Canadians are turning to Financial Planners/Representatives to help guide them along a path to economic security. With today's rapidly changing tax environment, longer life expectancies, and volatile stock markets, it's wise to get professional guidance when making decisions about your assets, property, and investments, either on a one-time or ongoing basis.
By having a basic understanding of the wealth planning process, you will be better prepared to select a planner to suite your needs, help you to achieve your goals and better plan your future.
W.P.G. would like to help you in making these choices and provide you with any information needed to make the proper decisions. Please contact us if you require any information to help you make your planning decisions.