Financial Planning


Financial Planning GTA Wilimek Wealth

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When clients want to dig deeper into their planning, we absolutely want to create that plan. We help you see where you’re at and identify where you’d like to be, to provide information and guidance along the way. Clients learn the process is not painful when there are experts doing that heavy lifting.

In addition to having an individualized plan created for you, we strive to suggest the best company offerings, always, generally showing you the top three options when products are being considered.

In insurance we don’t offer anything proprietary. In investments we also work with specialists who serve as a second set of eyes when we’re constructing your portfolio. To execute your plans, we have access to insurance specialists, tax and estate planning specialists, accountants and those versed in financial planning to address any questions that could arise.

Our clients who engage us in strategic financial planning feel more in control and confident about their circumstances and future plans. Peace of mind is often used to describe the feeling they have when risks are addressed and their thinking about finances is more clear and informed.

Finally, planning is an ongoing process, from month to month and year to year. The more we review things, the easier it is and the more specific we can get. Organizing your goals, needs and priorities and mapping their interdependencies so you can navigate your financial affairs more easily is something we’re good at. More, we love doing it.

Financial Planning GTA Wilimek Wealth

We’ll help you…

Individualized Financial Plans

Advice from Financial Experts

Ongoing Support for Your Plan