SERVICES & PRODUCTS

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A big part of financial planning involve risk management. Without a doubt, insurance policies play a integral part of wealth and risk management. Protect yourself and you asset by finding the right protection for you. 

Retirement is part of everyone's life goal, but how do we ensure we can retire comfortably? Statistic shows an average person will need $3000 monthly in order to support their retirement in Canada. Start your retirement plan early.

Having your estate planed as early as possible will provide you with the time and thoughts to make sure you have the right structure for the entire process. Will, trustee and a transfer strategy are some of the critical  component on effective estate transfer

Let your money work hard to create more wealth for you. With a full line up of segregated funds, we will tailor a portfolio that is within your risk level. We actively manage your portfolio to ensure your wealth is protected while getting a healthy growth

We understand operating a business is not easy and often business owners need to focus on their operation. We are dedicated to help small business owners to create a plan that can effectively save on tax and ultimately retain more earning

Wealth First works with banking professional and mortgage specialist to assist you in getting a mortgage that is right for you. The advantage of you sitting at home without the hassle of running from bank to bank for approval. We will do all the work and comparison for you.