Wanda & Wally Part 1: Working Hard for You

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A Trusted Wealth Professional works hard for you.  They have the highest licencing that allows them to offer:

  1. All the Investment Products,
  2. All the Investment Services, and
  3. All the Investment Styles including Buy &  Rule

unlike Mutual-Fund-only Sales People, Bank Branches or certain Proprietary Product Sellers.

A Trusted Wealth Professional does not just categorically send your money DownTown and then collect commissions.  A Trusted Wealth Professional can offer you:

  • Estate Planning,
  • personal tax savings ideas,
  • insurance solutions; both business and personal,
  • ETFs,
  • access to superior performing managers and portfolio model,
  • Rate-Reset-Preferred shares,
  • GICs (best rates),
  • business owner wealth strategies (tax, legal and otherwise),
  • new share issues, as well as
  • a complete Financial Plan.

They have the highest Licensing.

Please note, ‘Licensing Matters’, the higher the better.

Beaver Facts

  • The beaver is an official symbol of the sovereignty of Canada, having received royal assent in 1975.
  • The beaver is a cute and monogamous animal that smacks its tail on the water when it senses danger.
  • Also, the beaver builds a real home, and knows how to store food for the lean times (ie. winter).