Willowbank Financial Services Inc.
Languages spoken: Cantonese, English, Mandarin
Area(s) served: Ontario, Quebec
Know your way forward
Whether you’re starting your business, developing your practice or considering stepping aside, We offer vision, know-how, plus industry-leading wealth and insurance solutions to business owners who need advice to manage complex financial situations.
Who we service
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Business owners general
New Canadians
Pre-retirees and retirees
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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Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
Segregated fund contracts help solve unique business challenges:
- Potential creditor protection for your assets
- Succession planning advantages
- Tax optimization
- Tax-deferred or tax-free growth in registered plans
As a business owner, you need sophisticated solutions. Let’s talk!
