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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

1 April, 2020

The Potential Huge Cost of Cashing Out

Some things are just totally unpredictable. Who would have thought after the large one day loss in the markets on Monday, March 23rd that the very next day we would
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covid-19

27 March, 2020

UPDATED: Canada's Economic Response Plan

The Federal Government has provided further updates to the Canada’s Economic Response Plan, detailing the eligibility criteria and how you can apply for support. Che
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27 March, 2020

Learn to Invest Exceedingly Well

What is the advice that we get when we want to do something exceedingly well? It’s simple, learn how the best of the best do it and copy them...
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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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