West of the 5th Financial Solutions Inc.
Languages spoken: English
Let's go further together
Our mission is to partner with you to create your financial comfort, to protect your family, and to build your legacy through our uncompromised integrity, trust and personalized service.
Our Company values are :
Community
Compassion
Accountability
Autonomy
Candor
Who we service
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High net worth and affluent
Business owners general
Incorporated professionals
Let's work together
For your long-term goals or your short-term needs, we will work with you to help discover the best strategy to meet your objectives. We’ll work together to understand your goals, prepare for the unexpected and take advantage of new opportunities – throughout your life.
We can help you meet your needs with a number of solutions. From a simple budget to complex strategies, we can help you build lifetime financial security by:
- developing an approach that include RRSPs, and TFSAs.
- growing your investments through GICs, mutual funds or segregated funds,
- protecting your employees with customized employee protection solutions.
- converting your lifetime savings into retirement income, in a tax efficient manner.
- providing you with options for business overhead expense insurance..
You can benefit from our professional expertise and access to some of the industry’s leading insurance and investment products. We can help you build a financial approach customized to your needs.
Products and services
Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.
Looking at retirement
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
Affluent and legacy driven
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Business owners
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Stay informed
See more articles
1. Employer-sponsored group plans
2. Conversion plans
3. Personal health insurance
Let’s talk and see which could work best for you.
Office information
