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We believe that there is a huge need for education and a holistic approach to Financial Planning. Wealth Wellness Inc. was launched when Wendy left ``Private Banking`` in 1998, after a 20+ year career in financial services. Too often, in the big world, clients were, and still are, passed off to this person then that person, without always having the client`s best interest at heart.
Understanding the higher purpose of business and client needs, Wendy developed the company, with strong ethics, honesty, and a force for doing what`s right and good for the client.
Although there might be different views on what wellness encompasses wellness is an active, conscious, self-directed and evolving process of achieving full potential. It is multidimensional and holistic, encompassing lifestyle, mental and spiritual well-being, and the environment. Wellness is positive and affirming.
The practice focuses on professionals, their families and/or their small businesses. We are excited to get to know our clients and care about their lives. We want to ensure client satisfaction is exceeded.
We believe that everyone deserves wellness, but when it comes to your money, you can be overwhelmed and often stressed with all the options. As you move through many of life`s stages, that too can be over whelming.
Wendy is also the founder and owner of The Financial Divorce Specialist Inc. (www.tfds.ca) She has specialized training in divorce and separation planning. She is one of just a few professionals in Canada to have a Financial Divorce Specialist (FDS) designation. Her role as a FDS is to help individuals in separation and divorce situations avoid making costly financial mistakes as it relates to their future well-being.
We have the resources to link up when necessary, with a team of professionals, from insurance and mortgage experts to accountants and lawyers, to make sure all of your financial planning needs are met no matter the complexity and stage of life you are in.
With taking a holistic approach we make sure your needs, goals and desires are always incorporated. Our expertise, knowledge and experience in holistic planning includes; cash flow & budgeting, debt management, protection through insurance, retirement & income planning, and estate issues.
We want YOU and YOUR family and YOUR business to achieve YOUR financial goals on time, while eliminating unforeseen risks along the journey. This allows for more predictability, less hype and more Wealth Wellness!