InsuranceSimple and affordable insurance for wealth planning and peace of mind
We are a full-service Wealth Strategy firm changing the way people look at money through education.
Critical illness insurance
Key man insurance
Mortgage insurance replacement
Business critical illness
Build your foundation
Life insurance is the foundation that your financial house will be built on. Having a solid base will provide security against future financial collapse. More and more Canadians are relying on sites like gofundme to pay for funerals and final expenses. A proper financial plan will eliminate any worry and provide you with peace of mind.
Did you know...
- Did you know that half of Canadians aged 55-65 who don't have an employer pension have less than $3,000 saved up for retirement.
- The ratio of debt to disposable income in Canada is currently 177.1% as of 2020. That means for every dollar Canadians make they are spending $1.77 to service their debt!
- A new survey highlighting the fact almost half of working Canadians are living paycheque-to-paycheque. For most of us, retiring before age 60 will be a pipe dream if we don't learn to invest our money correctly.
- $94B is owing to companies like Visa, Mastercard, Hudson's Bay, Canadian Tire and the Brick.
- 32% of Canadians between 45-64 have nothing saved for retirement.
- 23% of Canadians answered that they are not at all prepared financially if they pass away too soon.
- 65% of Canadians would struggle within a month of the main breadwinner passing.
Our clients love us!
" When I met the team at WynnFinancial I was heavily in debt and overwhelmed with my financial situation. They instantly treated me like family and simplified the process. I am now debt and worry free. "