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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



Meet the team


Meet the Team


Latest Blog Posts

19 May, 2020

Unemployment Goes Up and So Do Stocks

Unemployment goes up and so do stocks – what gives?..
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1 May, 2020

Who Pays for This?

The government has introduced many support programs to help businesses and individuals who have been hurt by Covid-19. A common question I’m now receiving is how wil
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27 April, 2020

Money Dates 2020

This infographic highlights important deadlines, such as income tax returns and CPP and OAS benefit payment dates. Helping you to keep track of these critical dates.
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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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