We provide a customized financial plan that evolves as your circumstances changes! All pieces of your financial life are related. You can’t decide one without it impacting another. Myself and my team are dedicated to providing the right guidance and expertise in all areas of you and your family’s finances. This includes investments, retirement, personal and business taxes, insurance needs and more. We are dedicated and absolutely committed to providing the highest level of beneficial client services.

 

Paul Barreca, CFP®

Wealth Advisor

Paul has been a celebrated radio personality for more than 20 years, most recently as the host of the Sunday Money Show on Newstalk 1010 radio. In 1993, he founded West End Wealth Planning and partner...
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William Barreca, CFP®

Financial Planner

After graduating from Queen’s University in 2015, William worked to attain his industry credentials and joined West End Wealth Planning in 2017. William is passionate about researching the psychology ...
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Shantel Ielasi

Client Services Manager

Shantel joined the West End Wealth team in 2024 as Client Services Manager and is responsible for account administration and processing, client coordination and special events. Shantel is described as...
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Our Associate Specialists

 

Dennis Serre

Tax & Pension Specialist

Serre Financial

William

Rana Chauhan

Chief Investment Strategist

IPC Counsel Portfolio