Vision
The Financial Wellness Centre is a community of like-minded professionals who share a common goal and vision. Our vision for the Financial Wellness Centre is to be a one-stop-shop for all our clients’ financial needs, and a place for business partners to work as centres of influence for each other. Our goal is to work together to provide optimum service for our clients while increasing exposure and opportunities for all partners. It is the “Financial Wellness Centre of Influence”.
Centre Expertise
The centre offers a “holistic” approach for clients to build and protect their wealth. Professionals partnering together under one roof to provide expert advice and convenience to their clients.
- Access to professionals
- Lawyers
- Mortgage broker
- Financial planner
- Estate planner
- Accountant
- Bookkeeper
- Real Estate
- Debt consolidation
- Services
- Auto/Home insurance
- Mortgage insurance
- Travel insurance
- Life/Mortgage/Critical Illness/Disability
- Business/Commercial
- Financial planning
- Mortgage lending
- Accounting
- Legal
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