WEALTHdesigns.ca Inc.
www.wealthdesigns.caWEALTHdesigns.ca is a financial planning firm that develops and monitors cash flow and asset management strategies to reduce risk, save tax, increase retirement income and preserve estates. Our services include pure consulting engagements such as contract analysis and reporting, written financial plans and second opinion services. We also provide product brokerage services independently of any supplier which enables us to serve as buying consultants on behalf of our clients. Both commission and fee-only arrangements are offered.
Read moreWEALTHdesigns.ca is a financial planning firm that develops and monitors cash flow and asset management strategies to reduce risk, save tax, increase retirement income and preserve estates. Our services include pure consulting engagements such as contract analysis and reporting, written financial plans and second opinion services. We also provide product brokerage services independently of any supplier which enables us to serve as buying consultants on behalf of our clients. Both commission and fee-only arrangements are offered.
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City (Headquarters)
Toronto
Employees
1-10
Estimated Revenue
$5,000,000 to $10,000,000
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President
Email ****** @****.comPhone (***) ****-****Certified Financial Planner
Email ****** @****.comPhone (***) ****-****