Financial Horizons

Who We Are

Waypoint Financial Group is a boutique financial planning firm located in the heart of London, Ontario. We are dedicated to helping our clients navigate the complex world of finance and achieve their financial goals. With a commitment to excellence, we pride ourselves on offering a comprehensive array of financial solutions tailored to meet the unique needs of each individual, family, or business.

Our Services

We offer a wide range of financial services, including investment management, risk management, estate planning, tax planning, and corporate financial solutions. Our expertise in these areas enables us to provide our clients with personalized solutions that cater to their specific needs.

Investing

We provide investment management advice tailored to our clients' particular needs. Our investment approach is designed to grow our clients' wealth over time while minimizing their exposure to market volatility. We believe that a well-diversified portfolio is essential for achieving long-term financial success.

Risk Management

We understand that unexpected events can have a significant impact on our clients' financial well-being. That's why we offer risk management solutions, including life insurance, disability insurance, critical illness insurance, and long-term care insurance. These products can help protect our clients from financial loss and provide peace of mind.

Estate Planning

Estate planning is a critical component of our services. We specialize in structuring our clients' final affairs to promote the smoothest transition of assets from one generation to the next. Our expertise in this area ensures that our clients' estates are administered efficiently and with minimal tax implications.

Tax Planning

We partner with accounting firms to offer tax advice on our clients' investment and insurance structures. Our goal is to minimize our clients' tax liability while maximizing their after-tax returns.

Corporate

Through our partnerships with legal and accounting professionals, we can advise on our clients' corporate structure to maximize their opportunities and strategies. We provide financial guidance to help our clients make informed decisions that drive their business forward.

Private Wealth

We partner with private wealth management firms to cater to accredited investors, corporations, and charitable foundations in Canada. We offer traditional and alternative investment classes, such as real estate, infrastructure, private lending, and private equity opportunities. We work closely with our clients and their professional teams to create solutions for their abundance of wealth.

Our Mission

At Waypoint Financial Group, we believe that everyone has the potential to achieve financial success. Our mission is to empower our clients to transform their potential into tangible financial achievements. We achieve this through personalized solutions, proactive guidance, and a long-term partnership approach. Your potential is our passion, and we're here to help you reach new heights in your financial journey.

Our Team

Our team of experts is committed to providing exceptional service to our clients. Our team members have a wealth of experience and expertise in the financial services industry. We take the time to get to know our clients and understand their financial goals, providing personalized solutions that cater to their unique needs.

Our Values

At Waypoint Financial Group, we hold five core values close to our hearts: integrity, service, accountability, innovation, and longevity. These values are the foundation upon which we have built our business and the principles that guide our every decision.