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West End Wealth Planning Services

Investment Solutions

Advice tailored to your explicit goals, risk tolerance and timelines

Tax Planning

Strategic plan to minimize tax over your life-time

Retiring Planning

Reduce retirement anxiety with well laid out plan that fits your situation

Estate Planning

That reflects your vision for the next generation

Insurance Planning

For yourself, family or business

Business Owner

Financial, Retirement & Insurance Solutions

 

 

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Meet the Team

 

Latest Blog Posts

Wealth

3 December, 2019

How Do You View Wealth & Poverty?

It is interesting how different people look at wealth and poverty in different ways. I have had several clients who have an income well above average, some are in fa
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rrsp

20 November, 2019

Simple RRSP Strategies

RRSPs are a great tool for retirement planning. Check out our e-book and learn more, including a few simple strategies that can help you take advantage of your contr
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19 November, 2019

Buying Pot Stocks & Lessons Learned

It’s been just over one year since the legalization of marijuana in Canada and I’m not sure how many times during the past year I’ve...
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The Cost of Advice

Understanding the different fee models and what each gets you is the start of any good planning exercise.
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The Value of Advice

One-and-done is not how financial plans work. Life takes you places, priorities change, and your plans need to keep up. That’s where independent advisors, like us, can help keep you on your financial course.
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