Willowbank Financial Services Inc.
Languages spoken: Cantonese, English, Mandarin
Area(s) served: Ontario, Quebec
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Financial planning for your future
You want to grow your savings, protect your assets, and enjoy your life. Our team has the experience, expertise and real-world knowledge to create a financial plan to help you achieve those goals.
We work with:
- business owners and entrepreneurs
- new Canadians,
- millennials and families and
- pre-retirees and retirees.
Our approach begins with a thorough assessment of your financial situation, goals, and risk tolerance. Next, we’ll create a customized financial plan, including investments and insurance. Throughout our relationship, we maintain regular communications, providing updates on portfolio performance, discussing any necessary adjustments and answering questions.
Our office is in Toronto, Ontario. We offer in person appointments at our office and virtual appointments for Clients throughout Ontario and Quebec. Let us help you achieve lifetime financial security.
Contact our office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Jane McMillan
Hi, I'm Jane! Nice to meet you!
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建議盡早開始並持續進行儲蓄。小額的註冊教育儲蓄計劃 (RESP) 供款亦可隨著時間推移而積少成多。
想了解如何優化您的教育儲蓄？歡迎與我們探討制定符合您家庭預算的儲蓄計劃。
建議盡早開始並持續進行儲蓄。小額的註冊教育儲蓄計劃 (RESP) 供款亦可隨著時間推移而積少成多。
想了解如何優化您的教育儲蓄？歡迎與我們探討制定符合您家庭預算的儲蓄計劃。