Finding balance and clarity on the golf course is much like planning for retirement—both require precision and strategy. Just as mastering the greens in golf takes skill and careful planning, securing your family’s financial future demands the same. My goal is to help you enjoy life’s rewards in retirement without worry, offering the tools and guidance needed to protect what matters most and ensure your wealth thrives for generations.
Retirement and Investment Strategies
Retirement requires careful planning to ensure a strong finish. Our retirement strategies, including RRSPs, TFSAs, Mutual Funds, and RDSPs, help you grow and protect your investments, ensuring a smooth transition into your golden years and beyond.
Insurance Protection
Our comprehensive insurance products — Universal Life, Term Life, Whole Life, Critical Illness, and Disability Insurance — provide essential financial protection. These products secure your lifestyle and safeguard your wealth for both this generation and the next.
Protecting the Next Generation and Elder Care
Protecting your children’s future and preparing for elder care requires foresight. Our Life Insurance products enable you to set up a secure financial future for your loved ones, while helping to avoid the financial challenges of extended care.
Residential Mortgage and Estate Transfer
With our referral services, we connect you with trusted mortgage specialists, ensuring your investment is protected. Our estate transfer solutions, including Life Insurance and Annuities, help you finish strong, preserving your legacy and securing your family’s future.
Plan Your Future Today
Just as mastering the greens requires careful planning, securing your family’s future demands thoughtful financial strategies. We are committed to helping you achieve a successful financial game plan. Whether focusing on retirement, protecting your children’s future, or ensuring a smooth estate transfer, we have the products and services to help you master the greens of financial planning. Contact us today to start planning for a prosperous future!
World Financial Group Insurance Agency of Canada Inc
World Financial Group Canada Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services.
World Financial Group Insurance Agency of Canada Inc. (WFGIA) offers life insurance and segregated funds. WFG and WFGIA are affiliated companies.
Headquarters: 5000 Yonge Street, Suite 800, Toronto, ON M2N 7E9. Phone: 416.225.2121