Wealthy Tortoise Financial Group

At Wealthy Tortoise Financial Group, we understand that building a life into retirement and beyond requires determination, discipline, and a steady pace to the finish line. Your strength got you this far. We can help make you stronger. Our team is committed to helping individuals and families achieve their financial goals and create a secure financial future.

Our Approach

Our proprietary process works by asking questions and listening to your answers. By asking better questions, we uncover better answers. The inquiry and questions often reveal challenges and opportunities you didn't realize existed. We do. That's how we help eliminate surprises and add certainty to your future. By understanding the core values and philosophies that guide your decision-making, you empower us to begin tailoring a solution that is uniquely yours.

Services

Our range of services is designed to help individuals and families achieve their financial goals and create a secure financial future. Our services include:

• Retirement & Savings Forecasting Tool: A simple, fast, and easy approach to calculate your retirement potential.
• Personal Pension Plan: A pension solution for Canadian business owners that offers greater flexibility and savings potential than other retirement savings methods.
• CancerGuard: A simplified issue of cancer insurance that helps ease the financial burden that can come with a life-threatening cancer diagnosis.

Our Team

Our team is led by Bryce Medd, who is dedicated to providing personalized financial services to individuals and families. With decades of experience, we have the expertise to help you achieve your financial goals and create a secure financial future.

Our Philosophy

Our philosophy is simple: we believe in empowering our clients to live their best life. We take the time to understand your goals, values, and priorities to develop a personalized financial plan that is tailored to your unique needs. We believe in building long-term relationships, and we are committed to providing exceptional service and support to help you achieve your financial goals.