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

Wealth Advisor

William Barreca

Financial Planner
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Paul Barreca

Wealth Advisor

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 of human misjudgments in investing and using this knowledge to help guide clients to make more evidence-based, rational financial decisions. In his spare time, William enjoys golfing, hockey, and travelling.

William Barreca

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 of human misjudgments in investing and using this knowledge to help guide clients to make more evidence-based, rational financial decisions. In his spare time, William enjoys golfing, hockey, and travelling.

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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 of human misjudgments in investing and using this knowledge to help guide clients to make more evidence-based, rational financial decisions. In his spare time, William enjoys golfing, hockey, and travelling.

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