Our team of specialists work directly with your accountant to offer you a truly integrated financial planning experience so you can live the life of your dreams.
If you're asking yourself any of the following questions, we can help.
We integrate your personal and business finances into a single, focused plan that helps you get to where you want to be.
First we uncover what matters most to you and get clarity on where you want to be with the “My Why” exercise.
With a clear understanding of what you want to achieve we deliver services and offer specific advice that aligns with your priorities and goals for your financial life.
Our team of specialists then implement the advice given. Together we measure, track, and adjust it as needed.
We remain present and active as your plan and life evolve, reviewing your progress, “My Why” and other changes in your life and update your plan accordingly.
Whether you're a business owner, working professional or entrepreneur, it can feel overwhelming trying to manage your entire financial life on your own.
That is why we work with you and your accountant to optimize both your personal and professional life so you can have confidence, knowing that you have a sound and integrated financial strategy that will help you live the life you deserve.
Join President and COO of the WealthCo Group of Companies, Sophie Blais, in this YouTube video series as she unpacks valuable information on how create your own integrated financial plan and reach your financial goals.
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