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.
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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

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.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

FP Answers: What are some odd clauses that people put in their wills? Are they enforceable?

Gifts of personal property can be emotionally priceless, but costly to handle if courts must rule on legal issues
Younger homeowners more likely to be financially stressed: survey

Younger homeowners more likely to be financially stressed: survey

Roughly six in 10 Canadians with a mortgage are financially stressed, with younger homeowners more likely to be under pressure.
Woman mortgage-free at 42 wonders what to do with the extra cash

Woman mortgage-free at 42 wonders what to do with the extra cash

https://financialpost.com/personal-finance/family-finance/woman-mortgage-free-at-42-what-to-do-with-extra-cash

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