Walsh Financial Solutions Ltd.
Languages spoken: English
Area(s) served: Ontario
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.
Comprehensive financial planning
My team and I make custom financial plans for individuals, families and businesses. A financial plan is an important part in reaching your goals. With a custom financial plan in place, you’ll feel confident in your financial future. You’ll be able to make important decisions with ease.
We focus on building strong relationships with Clients built on trust and understanding. We know that to create a thorough financial plan we must deeply understand your situation, needs and goals. That’s why we take the time to get to know you.
Our office is in Cobourg, Ontario. Contact us to book your appointment.
Preparing for your meeting
We are excited to work with you to get started on reaching your goals. Kindly have the following ready for our initial meeting:
- Recent Notice of Assessments (NOA)
- Investment statements
- Employer retirement benefits (details of matching provisions)
- Employer health benefits (details of life insurance and long-term disability coverage)
- Details of any debts (including interest rates and monthly payments)
- Financial information for any business you may own
- Monthly income and expenses (please let us know if you would like a template to help with this).
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.
Stay informed
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Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Want to learn more about tax-efficient retirement strategies? Let's chat! Book a consultation today.
Four tax-saving moves that must be made before year’s end: Dale Jackson
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