Fee-Only Financial Planning / Advising in Kitchener Waterloo Cambridge - WD Development


"We've all had really great conversations. The kind of conversation where you walk away feeling engaged and inspired or that you've been perfectly understood. There is no reason why most of your interactions can't be like this." Celeste Headlee, journalist

You can create that kind of plan with that kind of mindset. When you have the right advisors, your plan, and it's execution, will be engaging, inspired and based on a thorough understanding of you. To start your plan, book an introductory appointment.  519-569-7526 or [email protected]



Subscribe to this Blog Like on Facebook Tweet this! Share on LinkedIn


Blog Contributor Portrait
Sara McCullough
May 17, 2024
show Sara's posts
Blog Contributor Portrait
Fraser Lang
May 10, 2017
show Fraser's posts

Latest Posts

Show All Recent Posts



Everything financial planning change Budgeting Insurance commuting executive severance Fee-Only Fee-Based wills estate planning RESP divorce family law certified divorce financial analyst CDFA manage your money 2024 financial changes