COVID-19 – health and safety notice. Read more
Faced with a complex array of financial products and services, managing money has become a difficult challenge in recent years. You may be looking for a balanced investment portfolio that provides growth, or a plan that generates income. Perhaps minimizing income taxes, or estate and retirement planning is important to you. You may not even be certain what you need. Regardless of your situation, I will conduct an in-depth review of your specific circumstances before making any recommendations or suggestions. My most important job is to listen – to understand you and your family's needs and goals, and to work with you to set out long-term objectives. We will define your tolerance for risk, and develop realistic investment expectations that are based on your comfort level, this will be your Wealth Management Blueprint.
To arrange a meeting please visit our contact page or reach out to Cindy Campbell my associate.
Cameron Wilson, FCSI, CIM, PFP, CIWM
Associate Portfolio Manager, Wealth Advisor, & Financial Planner | Wilson Wealth Management Group
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With health risks and financial concerns on the minds of people across the country, there is no shortage of challenges to face in the global pandemic.
The Wealthy Barber says it’s important to talk to your loved ones about your estate plan and where your important documents can be found.
Switch from paper to electronic documents, and we’ll plant a tree in your honour in partnership with Tree Canada.
Please join us online on Saturday, April 18th.