Wiffen Financial Service

At our firm, we understand that making informed decisions about your financial future can be daunting. That's why we're dedicated to providing you with expert guidance and personalized service to help you achieve your goals. With a team of experienced professionals, we offer a comprehensive range of services designed to help you protect your family, grow your investments, and secure your financial well-being.

Private Wealth Management

Our private wealth management services are designed to help you achieve financial independence. Whether you're just starting out or nearing retirement, we'll work with you to create a customized investment strategy that aligns with your goals and risk tolerance. Our team of experts will help you navigate the complexities of the financial markets, providing you with the guidance and support you need to achieve success.

Life Insurance

Life insurance is a critical component of any financial plan, providing peace of mind and financial security for your loved ones in the event of your passing. Our life insurance services include term life insurance, whole life insurance, and universal life insurance, among others. We'll work with you to determine the right type and amount of coverage for your unique situation, ensuring that your family is protected and secure.

Investing

At our firm, we believe that investing is a key component of achieving financial success. Our team of experts will work with you to create a customized investment strategy that aligns with your goals and risk tolerance. We offer a range of investment options, including stocks, bonds, mutual funds, and more. Whether you're looking to grow your wealth or preserve your capital, we'll help you achieve your goals through smart, strategic investing.

Employee Benefits

As an employer, providing employee benefits is an important part of attracting and retaining top talent. Our employee benefits services include group life insurance, disability insurance, and more. We'll work with you to develop a comprehensive benefits package that meets the needs of your employees and strengthens your business.

Estate Planning

Estate planning is a critical component of any financial plan, helping to ensure that your assets are distributed according to your wishes and that your loved ones are protected. Our estate planning services include wills, trusts, powers of attorney, and more. We'll work with you to create a comprehensive estate plan that aligns with your goals and values, providing peace of mind and financial security for your loved ones.

Corporate Insurance

As a business owner, protecting your company's assets is crucial to its success. Our corporate insurance services include key person insurance, business interruption insurance, and more. We'll work with you to develop a comprehensive insurance strategy that aligns with your business goals and objectives, helping to ensure that your company is protected and secure.

TFSA or RRSP?

One of the most common investment questions Canadians ask themselves today is, "Which is better, TFSA or RRSP?" The good news is that it doesn't have to be an either or choice. Both TFSAs and RRSPs offer unique benefits and can be used in combination to achieve your financial goals. We'll help you understand the features and benefits of each, as well as the right strategies for using them to build your wealth.