Bryce Medd, R.F.P., CFP, TEP is the President of The Wealthy Tortoise Financial Group Inc. The Wealthy Tortoise provides fee-for-service financial planning and advisory help for small business owners (less than 50 employees) with their headquarters in the Okanagan valley. Working closely with the company's other professionals, we generate a fully integrated picture (roadmap) for the owner(s).
Working with and developing a team of allied professionals, we bring expertise to the table for our clients on matters that include: life insurance, Critical Illness, income loss protection insurance, private investment management, retirement income creation, corporate legal, tax legal and accounting, trusts and business structures.
Working with and developing a team of allied professionals, we bring expertise to the table for our clients on matters that include: life insurance, Critical Illness, income loss protection insurance, private investment management, retirement income creation, corporate legal, tax legal and accounting, trusts and business structures.
Services
CancerGuard from iA Excellence is a simplified issue of cancer insurance that helps ease the financial burden that can come with a life-threatening cancer diagnosis. Cancer statistics are everywhere. You hear them every day and it can be overwhelming. But that does not mean you should ignore the facts -particularly the facts about how much a diagnosis of cancer can cost you and your family.
For years you may have been dealing with a variety of advisers. While each may provide sound advice in one specific area of your life, unless they are linked by a shared vision - your vision - then how can they help you reach your dreams? At WTFG we get to know you and your core values and begin building strength from the inside.
We build on this foundation and create a strategy that is best for you. Imagine a shell stretched out, allowing us to see where you are strong and where you could be stronger in order to move better and achieve your goals and dreams. When we are done, you will have an understandable plan of action that can be revisited and revised as needed.
I met with Bryce shortly after my husband passed away. My husband had always been my trusted advisor and I wasn't involved in that process. Because of my inexperience, I discussed my needs with Bryce. He was a good listener, asked the right questions and took notes for follow-up. I expressed my desire to channel my funds into low risk investing as I didn't want to lose what my husband had carefully built up.
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CorpGovLaw & Services- Auditor-Rater Hrm
Oct 01, 2019
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