Financial Planning Expertise

Inflation, changing tax laws, fluctuating interest rates and other uncontrollable events have created an unpredictable financial environment in each of our lives.

Without expert help, how can you be sure you’re making the right financial decisions, directing your savings to the right path and preparing wisely for your retirement?

These are huge decisions that could make the difference between a sound future or a financial disaster.

But even if you accept your need for professional guidance, where do you look and how can you be sure you’re getting the best, impartial advice? Sadly, anyone can call themselves a financial advisor even without relevant qualifications.

In the Greater Toronto Area, business owners and professionals increasingly turn to Waugh-Dane to get the financial wisdom and integrity they seek to turn an uncertain present into a more secure future.

Financial Planning Roots

With roots that go back over 100 years and a strong team of qualified affiliates, Waugh-Dane ’s Financial Services division can help you design and manage your financial and investment plans to protect your future.

But although our history and reputation stretches back many decades, we have a distinctly 21st century outlook on financial planning, with in-depth knowledge of investment options, retirement planning and taxation implications,

We’re fully versed in Canada’s and Ontario’s financial regulatory environment and we have long-established relationships with many leading financial organizations including banks, investment houses and insurers.

Scope of Financial Planning Services

The scope of our financial advisory services for both individuals and businesses includes:

  • Individual retirement and income planning including
    • Registered Retirement Savings Plans (RRSPs)
    • Registered Education Savings Plans (RESPs)
    • Tax Free Savings Accounts (TFSAs)
  • Group RRSPs and deferred profit sharing plans (DPSPs)
  • Wills and estate planning
  • Tax planning
  • Portfolio analysis
  • Investment services including segregated and mutual funds
  • Various types of annuities
  • Group benefits and disability plans

That is just a sampling. Depending on your personal and business needs we can also provide related services such as business owner protection, partner buy-out funding and all types of insurance both for individuals and groups.