WealthSense Financial Group is a leading financial planning firm that specializes in providing effective strategies to help professionals, business owners and families build, maximize, and secure lifetime wealth. WealthSense Financial Group is highly regarded in the financial services industry for their wealth of knowledge, professionalism and excellent customer service.

Clients of WealthSense Financial Group have full confidence and trust knowing that they are making smart financial decisions for their future. Our role is to be your trusted 'Chief Financial Officer' by guiding and advising you on all aspects of your personal and business financial planning needs.

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Services

Our Services

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Studies and research continue to show that Canadians who work closely with a Certified Financial Planner are saving more, paying less in taxes, and building greater wealth compared to those who are not working with an advisor. Most busy professionals and business owners simply do not have the time, knowledge, or resources to make fully informed financial and insurance related decisions for their future.

Our Process

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Strategic financial planning takes into account the interrelationships among all aspects of your financial situation. These include: financial management, insurance and risk management, investment planning, retirement planning, tax planning, estate planning, along with other legal considerations. Our role is to advise you on all of your personal and business financial planning needs.

Chambers Plan

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The Chambers of Commerce Group Insurance Plan has been protecting Canadian firms for over 40 years. More than 30,000 small to midsize businesses choose the Chambers Plan to protect their employees with comprehensive group benefits, including Health and Dental insurance, making it Canada's #1 employee benefits plan for small business.

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