Investment Plans

W B Financial, with over 11 years of investment and financial planning experience, is partnered with some of Canada’s leading financial companies to provide you and your family with all your investment planning needs.

Investment planning

Financial planning begins with a Personal Financial Review of your family’s financial situation as well as your goals and objectives in order to design a plan that meets those goals and objectives which in turn, brings you peace of mind.

Plan for tomorrow

Investments are a significant part of your overall financial plan with many plan options available. These include:

  •       RRSPs (Registered Retirement Savings Plans)
  •       RESPs (Registered Education Savings Plans)
  •       TFSAs (Tax Free Savings Accounts)
  •       GICs (Guaranteed Investment Certificates)
  •       LIRAs (Locked In Retirement Accounts)
  •       LIFs (Life Income Funds)
  •       RRIFs (Registered Retirement Income Funds)
  •       Non-Registered Savings Plans
  •       Annuities

Invest consultant

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