Welcome to WeathWorks Financial
Your Toronto Area Certified Financial Planner
'Looking for expert financial planning advice in the Toronto-area? Seeking investment advice? At WealthWorks Financial, we focus on building and maintaining our client's assets. From tax planning, estate planning, insurance analysis and retirement investing, our Richmond Hill team strives to give people, like you, the financial freedom they deserve.
We have over 20 years of experience using our leading edge and unique "lifestyle planning" approach to strategic financial planning for our clients. By combining your desired lifestyle with your financial resources, we design a strategy that assists you in meeting your goals.
Essentially, we view ourselves as your financial partners. We work together to set you on the right financial path. Then, we ensure you skip any forks in the road, by monitoring and updating your progress. That way, you can focus on the more important things in life - like living it.
Want to discuss your options? Contact Us to schedule an appointment.
Recent Articles
Debt Reduction as Retirement Savings Strategy
Posted on 01-10-2012Statistics Canada recently reported the ratio of household credit market debt to disposable income reached the highest level since the agency began tracking this figure. In 1990 it was 50%, rose to 110% in 2000 and jumped to 149% in the second quarter of 2011. This can cause some angst for those with children reaching post-secondary school age.
Government Benefits Can Boost Retirement Income
Posted on 01-10-2012In a 2010 report to the Minister of Finance, it was found that approximately 160,000 Canadian seniors were not aware of the full range of benefits they were entitled to in their retirement years. In fact, nearly $1 billion in retirement benefits from the Canada Pension Plan (CPP), Old Age Security (OAS) and the Guaranteed Income Supplement (GIS) have not been paid out to eligible recipients.
TFSAs: Flexible Wealth Building Strategy
Posted on 12-12-2011The Tax-Free Savings Account (TFSA) was introduced in the February 2008 Federal Budget and became available January 1, 2009. It is touted by the Government of Canada as "the single most important personal savings vehicle since the introduction of the Registered Retirement Savings Plan (RRSP)."
