You've worked hard and done well. Now is the time to ensure that you and your loved ones can enjoy the rewards of your efforts for decades to come. Whether you're planning for the future, considering retirement options or contemplating your legacy, the experts at WEALTHdesigns.ca can assist you every step of the way.
Our process, based on years of experience, focuses on you and your personal priorities. Taking a creative approach and utilizing proven, time-tested strategies and tools, we translate your vision into an action plan for success.
Our process, based on years of experience, focuses on you and your personal priorities. Taking a creative approach and utilizing proven, time-tested strategies and tools, we translate your vision into an action plan for success.
Services
WEALTHdesigns.ca is an independent financial planning firm founded on the belief that clients are best served by professional, unbiased guidance. Our unique, client-focused approach, delivers a comprehensive suite of creative solutions tailored to the individual needs of everyone from corporate executives, owner-managers of closely held businesses to seniors drawing retirement income.
Jason is a seasoned and knowledgeable advisor who genuinely cares about his clients and their goals. With 23 years financial management and advisory experience, Jason is a recognized leader in the financial planning community.
An advocate for public financial literacy and heightened industry standards, Jason has contributed to initiatives by the Financial Planning Standards Council (FPSC) and served on the Toronto Board of the Financial Advisors Association of Canada (Advocis).
An advocate for public financial literacy and heightened industry standards, Jason has contributed to initiatives by the Financial Planning Standards Council (FPSC) and served on the Toronto Board of the Financial Advisors Association of Canada (Advocis).
Our success as advisors ultimately is defined by the strength of our client relationships. We seek to earn trust every step of the way by providing expert advice, excellent service and open communication. We consider it an honour to be chosen as guides to assist our clients in realizing their most important life goals.
WEALTHdesigns.ca offers advice-only financial planning services as well as product consultation services. We are completely independent of any manufacturer and maintain a vast product shelf. This enables us to recommend solutions uniquely suited to each and every client. WEALTHdesigns.ca offers both fee and commission-based arrangements and would be pleased to discuss these options as they relate to your specific needs.
The foundation of the methodology utilized by WEALTHdesigns.ca is the 6-step process outlined in the Financial Planning Standards Council practice standards. It takes into consideration whether we are advising clients in one specific area or whether we are providing comprehensive planning advice. A common scenario we encounter is where a particular issue has been identified that is of vital importance to the client's overall financial situation.
Reviews
Be the first to review Wealthdesigns.ca.
Write a Review
