One-stop destination for all of your financial needs.
Grow your Wealth and Protect what is important to you – your health, your family, your business & your retirement.
Save Money , Save Tax & Live Well !
- Professionally managed portfolios with alternative asset class diversification
- Guaranteed and Lifetime income Investment options
- Access to Private Wealth firms and discretionary money management for high net-worth accounts with your own Portfolio Manager, exceptional diversification, lower volatility, and advanced tax planning support
- Protect what’s important to you and your family
- Insurance solutions offered through all major insurers
- Life Insurance
- Critical Illness insurance
- Disability insurance
- Health Insurance
- Group Benefits
- Travel Insurance
- Pension Plans for business owners
- Simplify your finances
- Comprehensive financial planning with a Certified Financial Planner (CFP) focusing on your needs
- Tax efficient solutions and Tax minimization strategies
- Education planning
- Retirement planning
- Estate planning
- Tax planning
- Business financial planning
- Business succession planning
- Whether you have complex estate planning needs or just need access to Online Wills and Power of Attorney documents – we’ve got you covered
- Preferred pricing with select local Estate Lawyers in Ontario and Nova Scotia
- 20% discount for Online Wills and Power of Attorney documents made simply with the most comprehensive Lawyer-approved online service on the market
Insurance & Risk Management
Protect your earnings, what’s important to you and your family. Solutions offered through all major insurers.
Investments & Wealth Management
Professionally managed portfolios with alternative asset class diversification and Guaranteed and Lifetime income Investment options.
Advice & Custom Financial Planning
Simplify your finances and minimize the tax you pay now, through retirement, and when you leave a legacy. Get a comprehensive blueprint on how to Grow Your Wealth.
Frequently Asked Question
Why choose WealthGro Financial ?
We are a privately owned & operated Independent Insurance agency and have affiliations with a number of globally respected financial institutions including top insurance cariers, Wealth Management and Private Wealth companies to ensure best in class solutions. As such, we have the freedom & flexibility to provide you with the very best options for your unique situation.
We are ready to help with all aspects of your financial affairs: from cash flow management / budgeting to help you find the money, tax efficient investing, planning for retirement, insurance and risk management, tax planning and estate planning among other planning needs.
As an independent brokerage we do not work for a bank or an insurance company. We work for our clients and match them with the best solution provider. No sales quotas, No incentive to push in-house products only unbiased advice from a CERTIFIED FINANCIAL PLANNER (CFP) with 20 years of experience.
Our goal is to provide you with the best solution at best price across all companies we work with and to provide you with an easy to understand finacial plan that can help you Grow Your Wealth.
Can you help me reduce my taxes ?
The short answer is Yes. While everyone’s situation is different, we were able to help most of our clients in reducing their tax liablity.
Our comprehensive financial planning aproach starts with putting together a Strategic Wealth Plan that is custom tailored to your needs.
We can help you with your cash flow, tax efficient investment and retirement planning, risk management and income protection strategies as well as Tax Planning and Estate Planning strategies to help you make better decisions.
We work closely with your Accountant and Estate Lawyer to review proposed strategies, to maximize tax efficiency and to ensure your team of professionals is in agreement with the strategies put forward. If you do not currently work with an Accountant or a Lawyer and you would like to, we can refer you to one of our trusted partners (in Ontario and Nova Scotia).
How much do you charge for your services ?
We believe in transparency, low fees and superior value.
We do not charge any fees for our initial consultation, second opinion for investments, insurance reviews, for your comrehensive financial plan and advice. These services are all included for no fees (no charge) without any obligation as part of our superior value we strive to provide.
For Insurance solutions ( Life Insurance, Health Insurance, Critical Illness, Disability, Travel , etc.) we also don’t charge any fees. We get paid by the insurance company when a policy is put in force.
For Investment solutions and Wealth Management our fees start at 0.80% and Decline as asset size increases. Additional fees like Management expense fees (MERs) or custodian fees may be charged by each fund, ETF or Private Wealth Manager. For a Discretionary Managed Portolios starting at $100,000 our Combined (Total) Fees can be up to 40% less than traditional mutual funds. The total fees could be further reduced as asset size increases.