We believe in focusing on your financial plan. We want to know and understand our clients, their businesses and their goals before recommending products. We cater to young families, baby boomers, small business owners, charitable organizations and wealthy families across Ontario.
Waypoints are interim stops on the way to your financial destination. The Waypoint Process is much the same; We need to identify short and mid term goals on your path to your ultimate goals. Let us help you clarify your goals and manage the risks along the way.
Waypoint Financial Group is one of the largest financial planning firms in Southwestern Ontario. Chris has been in the financial planning industry since the year 2000.
We have one of the broadest offerings of financial solutions to meet the growing needs of Canadians, with a pricing structure designed to match the diversity of our clients. We have 3 service models for our clients – let’s see which one works for you.
We would be delighted to spend some time with you to discuss your financial plan. We will offer a no obligation assessment of your current situation. During these sessions we will show you the Waypoint Process of Risk Analysis. Call or email us today to get started.