You work hard for your money, and we recognize that your financial objectives are very personal to you. We will learn about your needs and goals, and work with you to design and implement a well-constructed financial strategy that gives you peace of mind about your money and secures the future you dream of.
The "We" at Wolfond Financial includes a team of experienced financial advisors dedicated to providing exceptional customer service. Our team approach delivers additional benefits, as we guide you through all aspects of the financial planning process, providing knowledgeable advice about investments, insurance, retirement, taxes and estate preservation.
The "We" at Wolfond Financial includes a team of experienced financial advisors dedicated to providing exceptional customer service. Our team approach delivers additional benefits, as we guide you through all aspects of the financial planning process, providing knowledgeable advice about investments, insurance, retirement, taxes and estate preservation.
Services
You want to make the most out of your money, while ensuring that your investments align with your tolerance for risk, especially when markets are volatile. Finding the right investment option - or mix of options - can be confusing, with an alphabet soup of products available.
Whether you are saving for your retirement or your kids' education, or considering the other investment options available, we can answer your questions about RRSP, TFSA, RESP, RRIF, LIRA, Non-Registered, RDSP and plain and simple savings accounts, and create the right investment plan for you.
Whether you are saving for your retirement or your kids' education, or considering the other investment options available, we can answer your questions about RRSP, TFSA, RESP, RRIF, LIRA, Non-Registered, RDSP and plain and simple savings accounts, and create the right investment plan for you.
At this time we will be closing our office to foot traffic so that we can do our part to contain the virus. We will still be taking calls and phone appointments so please reach out if you have any questions or need anything. You've worked hard for your money, so controlling your risks and minimizing taxes is important.
Michael is the founder and Senior Partner of Wolfond Financial, setting the standard that makes the team a leader in the financial services industry. With over 40 years of experience in financial services, Michael is often called upon as a commentator on financial matters at conferences and seminars, and has appeared more than 200 times on CBC television and CTV.
I have been working in the financial advice industry since 1991. In fact, as a Partner/Owner, I am proud to say that I have spent my entire financial career with Wolfond Financial. I earned my Certified Financial Planner designation in 1996. The CFP designation is important because it tells you I follow a high code of conduct in the areas of competence, experience, education and ethics.
Jordan's primary objective is to help his clients achieve their financial goals by delivering exceptional service, superior investment performance and a long-lasting relationship. He holds a Bachelor of Business Administration degree - majoring in finance and economics - from the University of Regina, and is well qualified to offer his clients advice on a broad range of investments, insurance, mortgages, tax and estate planning strategies.
Reviews (9)
Lyle Pitzel
Sep 15, 2021
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Kiley LeClair
Jul 31, 2021
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Justin Gravelle
Mar 11, 2021
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Tc
Oct 23, 2020
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Arthur Bogdon
Aug 13, 2020
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Jason Bill
Aug 12, 2019
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Thomas Moersch
Nov 13, 2016
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Ron Spring
Jun 20, 2016
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The crew at Wolfond's are impressive. We had dealt with them for a number of years and were well looked aftern - incredible personal service.
Due to circumstance, wolfond's didn't do certain types of investing, we moved and then came back - with hat in hand - Michael and his people have again provided exemplary service and great direction
Due to circumstance, wolfond's didn't do certain types of investing, we moved and then came back - with hat in hand - Michael and his people have again provided exemplary service and great direction
Mary Jane Katz
Aug 03, 2014
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This is a great Saskathewan-based company that provides personalized service, sound advice and comprehensive financial planning. I highly recommend Wolfond to anyone who needs an assessment of their existing portfolio with a view toward maximizing returns while balancing risk. My entire family has been extremely pleased with the recommendations and management that it received from this group of professionals!
Mary Jane Katz
Mary Jane Katz
