ON: (647) 370-2444 | NS: (902) 700-6444 info@wealthgro.ca

Services

Save Money, Save Tax & Live Well

Investments

  • 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

Insurance

  • 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
  • Annuities

Advice

  • 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

Wills & Estate

  • 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

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