WSC Financial Solutions Inc.
Let’s secure your legacy
Experience matters
Choosing a trusted and knowledgeable financial advisor is key to your long-term financial health. Client relationships at WSC are built on patience, communication and Client education. The WSC team is dedicated to getting to know Clients and taking the time to understand the details of each Client's circumstances.
Ralf, Jennifer and Sheena have more than 60 years of combined experience in financial planning, wealth solutions and insurance and hold several industry designations. They have a team of advisors who are committed to financial education, upholding professional ethics and always acting in the Client's best interest. Through the different seasons and stages of life, people's needs change, and receiving the right advice at the right time is vital. The WSC team is highly experienced and committed to ongoing education and honoring the trust Clients place in them.
Custom financial planning
Our work is deeply personal - it's about knowing you and understanding your goals. Do you own a business? Do you have education costs to save for? Maybe your dream life is sailing in a warm climate six months of the year, or investing in a cottage to accommodate a growing family in your retirement years.
For others, maybe the dream is taking a business to a new level and creating a sound succession plan. A holistic financial plan is the best way to reach your goals. This is achieved by setting goals, measuring results and making adjustments to help you understand where you are today and where you want to be tomorrow. What is your legacy? We help Clients ensure their legacy is managed effectively. Working closely with Clients, we help them prepare their intended beneficiaries for inheritance.
This could mean working with a surviving spouse, your children and/or grandchildren. Our careful guardianship of your legacy marks our commitment to you and your wishes. We provide education, diligent oversight and personal support to help ensure your legacy is transferred as you intended.
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.
Everyone’s dream retirement will look a little different. That’s why it’s important to make a custom retirement plan.
It’s time to make a concrete legacy plan so you don’t have to worry about what will happen when you’re gone.
Spend more time running your business and less time worrying about your business. A strong strategy can get you there.
Our process
Discover
It all begins with a conversation to understand your current financial situation. This is where we prepare the ground to help you cultivate your plan by gathering information about determining what is important to you.
Develop and recommend
We'll help you evaluate your options and determine a course of action to help you reach your financial goals. We'll educate you on choices, identify the resources you will need and guide you as you commit to first steps.
Implement
We'll help you implement a full financial plan over the short and long term to meet your financial goals.
Review and revise
Now that your plan is in place, it's vital to monitor its progress. This allows us to recalibrate and adjust depending on what is happening in your life.
Stay informed
See more articlesThree charts on the benefits of staying invested
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Tip of the AI Iceberg | CI Global Asset Management
The opinions expressed in this article are of the fund company that owns this content and do not constitute professional advice or recommendation, nor do they reflect the official position of Sun Life. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation.
Liam’s Mission has been working tirelessly to support families in their time of need. Just in March, they’re delivering 200 kits to the SickKids organization. They are also donating 100 kits to Oakville Hospital, the new Milton Pediatric ward, Grand River Hospital, St Joe's and McMaster are also on the list of organizations hoping for kit donations.
We at WSC are happy to be part of this wave of positivity and generously support this initiative!
#wscfsi #sunlifeCA #liamsmission #sickkids
Liam’s Mission has been working tirelessly to support families in their time of need. Just in March, they’re delivering 200 kits to the SickKids organization. They are also donating 100 kits to Oakville Hospital, the new Milton Pediatric ward, Grand River Hospital, St Joe's and McMaster are also on the list of organizations hoping for kit donations.
We at WSC are happy to be part of this wave of positivity and generously support this initiative!
#wscfsi #sunlifeCA #liamsmission #sickkids
Office information
