For more information please contact Wellington Financial:
Phone: 519-763-4007
Email: info@wellfinplan.ca
Website: www.wellington-financial.ca
Learn more about our services
Download our Power of Integration brochure
Wealth Management Resource Library
- Individual Pension Plan
- Retirement Compensation Agreement
- Retirement Income - CPP & OAS Benefits
- Retirement Income - Personal & Corporate
- Secondary (Dual) Wills
- Tax Free Savings Account
- 5 ways to be smarter when the markets go down
- Bank of Canada raises rates - what does it mean for you?
- Getting money from your corporation
- How investment income is taxed
- Life changes your advisor should know
- Protecting your wealth with insurance
- Retirement myths debunked
- Strategies for melting down your RRSP
- Strategies for passing down the family cottage
- Tax loss selling - tis the season
- TFSA or RRSP - take your pick
- What happens if you die without a will
- Why your advisor should be your go to person
- Common Shares Vs Preferred Shares
- Risky Business - Types of Investment Risk
- Realtors, Taxes and Retirement
- The Connection Between Health & Wealth
- Work from Home & Medical Expenses - Tax Season
- TFSA or RRSP? Take Your Pick
- Protect Yourself & Your Loved Ones
- Comparing RRSP vs. TFSA. vs RESP
- Different Types of Life Insurance in Canada
- 12 Tips to a Brighter Future
- When is the best time to invest
- Estate Planning
- Executor Checklist Infosheet / Executor Checklist
- RESP Withdrawal Options
- Long Term Health Care Planning
- Long Term Care Insurance, Explained
- Long Term Health Care Planning Guide
- Financial Confidence
- Inheritance Planning
- Charitable Gifting
- What is a Trusted Contact Person? / TCP Form
- How to Financially Prepare for Divorce
- Staying Calm When Markets are Volatile