Exceptional Wealth Management Canada

At Exceptional Wealth Management Canada, we pride ourselves on being more than just average financial planners. We're a team of dedicated professionals who are passionate about helping you achieve your financial goals. Our mission is to provide comprehensive financial planning services that cater to your unique lifestyle and needs.

Our Philosophy

We believe that wealth is not just about how much you earn, but about how much you keep. That's why we take a holistic approach to financial planning, considering all aspects of your financial situation and providing personalized solutions that help you make informed decisions. Our goal is to be irreplaceable, and to do that, we always strive to be different.

What to Expect

As a client of Exceptional Wealth Management, you can expect a personalized and comprehensive approach to financial planning. Our team will work with you to develop a clear and complete picture of your current financial situation, and provide a written plan that you can review at your leisure. We'll meet with you regularly to ensure you're on track to achieve your financial goals, and make adjustments as needed.

Our Services

Our team offers a range of services designed to help you achieve your financial dreams. These include:

• Personal Services: Retirement focus, insurance planning, cash management, tax strategies, estate planning, investment planning, and intergenerational planning.
• Business Services: Tax strategies for businesses, employee benefits packages, corporate lending options, key-person insurance, succession planning, and corporate investment accounts.
• Travel Insurance: We also offer travel insurance options to help you protect yourself against unexpected medical and travel-related expenses.

Our Team

Our team of experts is dedicated to providing exceptional service and guidance to help you achieve your financial goals. Our team includes:

• Barb Finnerty, CFP: Financial planner and driving force behind the Exceptional Experience. With over 15 years of experience in the financial industry, Barb has a unique ability to relate to clients from all walks of life.
• Yan-Min Xu, CFP: Financial planner with expertise in financial planning, investment, tax, and risk management solutions. Yan-Min is fluent in English and Cantonese, and has a deep understanding of the challenges faced by immigrant families.
• Cindy Lynn: Administrative assistant with over 14 years of experience in the financial industry. Cindy is the backbone of our office, ensuring that everything runs smoothly and efficiently.
• Deanna Drschiwiski: Administrative assistant with a background in software development. Deanna brings her planning and troubleshooting skills to our processing desk.

Our Commitment

At Exceptional Wealth Management Canada, we're committed to providing exceptional service and guidance to help you achieve your financial goals. We believe that everyone deserves a personalized and comprehensive approach to financial planning, and we're dedicated to helping you make informed decisions about your financial future.