We believe in focusing on your financial plan. We want to know and understand our clients, their businesses and their goals before recommending products. We cater to young families, baby boomers, small business owners, charitable organizations and wealthy families across Ontario. Waypoints are interim stops on the way to your financial destination.
The Waypoint Process is much the same; We need to identify short and mid term goals on your path to your ultimate goals. Let us help you clarify your goals and manage the risks along the way. Waypoint Financial Group is one of the largest financial planning firms in Southwestern Ontario. Chris has been in the financial planning industry since the year 2000.
The Waypoint Process is much the same; We need to identify short and mid term goals on your path to your ultimate goals. Let us help you clarify your goals and manage the risks along the way. Waypoint Financial Group is one of the largest financial planning firms in Southwestern Ontario. Chris has been in the financial planning industry since the year 2000.
Services
Chris has been providing financial planning advice to his clients since 2000. Chris is a Certified Financial Planner (CFP) and models his approach to financial planning around the Financial Planning Standards Council's Financial Planning Process. Chris is a designated Elder Planning Counselor (EPC), helping him understand the concerns and needs of the growing elderly population in Canada.
Waypoint Financial is an independent financial planning firm. With no quotas or corporate influence, we work for you. We are certified financial planners and adhere to the Standards of Professional Responsibility of the Financial Planning Standards Council. We match your investment objectives with your tolerance for market volatility.
Waypoint will help you establish a realistic framework to determine your needs for protection against death, disability, critical illness or long term care. We will creatively assess the risk management products and suppliers that best meet your needs. We can help you evaluate your current coverage from all sources to build a comprehensive plan.
Waypoint Financial understands and supports the unique needs of your small business. Whether you are just starting up, or looking to implement a succession plan, we can help you chart a course to lead to long-term business stability and success. Accommodate a deceased or disabled owner's family's need for cash without creating an impossible burden for the ongoing company.
Waypoint develops solutions for high net worth investors in Canada. Accredited investors struggle with access to specialized investments and the intellectual capital required to properly diversify multi-million dollar portfolios. We have done the research, and found a solution that can work for you.
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