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WEALTHdesigns.ca Inc.

WEALTHdesigns.ca is an independent Toronto based financial planning firm offering fee only / fee for service consulting services. In addition to written financial plans and advice only engagements, we offer product brokerage services independently of any supplier.

Jason Abbott, CFP, CLU, Principal

Our service & product offering includes:

retirement planning • estate planning • business succession & transition planning • executive compensation • employee benefit & pension plans • health spending accounts • life insurance • disability insurance • long term care insurance • critical illness insurance

DISCLAIMER

Contact us

20 Holly Street, Suite 207 Toronto, Ontario M4S 3B1

416.628.7097

info@wealthdesigns.ca

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