Waypoint Financial Group is not just another financial planning firm; we are a small boutique firm nestled in the heart of London, Ontario, dedicated to helping you navigate the complex world of finance and achieve your financial goals. With a relentless commitment to excellence, we pride ourselves on offering one of the most comprehensive arrays of financial solutions available, all tailored to meet your unique needs.
Our approach is deeply rooted in personalized service. We understand that no two individuals, families or businesses are the same, and your financial journey is as distinct as you are. That’s why we take the time to get to know you, your aspirations, and your challenges. By doing so, we can craft a financial strategy that is not only comprehensive but also perfectly aligned with your goals.
We provide investment management advice tailored to your particular needs.
We manage the risks in your financial life through the use of life insurance, disability, critical illness, and long term care insurance.
We specialize in structuring your final affairs to promote the smoothest transition of assets from one generation to the next.
We partner with accounting firms to offer tax advice in regards to your investment and insurance structures.
Through our partnerships with legal and accounting professionals, we can advise on your corporate structure to maximize your opportunities and strategies.
We partner with private wealth management firms to cater to accredited investors, corporations, and charitable foundations in Canada. We offer traditional and alternative investment classes, such as real estate, infrastructure, private lending, and private equity opportunities. We will work closely with you and your professional teams to create solutions for your abundance of wealth.
At our financial planning firm, we see potential not just as a static concept but as a dynamic force for growth and success. Through personalized solutions, proactive guidance, and a long-term partnership approach, we empower our clients to transform their potential into tangible financial achievements. Your potential is our passion, and we’re here to help you reach new heights in your financial journey.
“At our company, we hold five core values close to our hearts: integrity, service, accountability, innovation and longevity. These values are the foundation upon which we have built our business and the principles that guide our every decision.
The heart of our company is captured in the phrase “Guiding Your Wealth.” We don’t view our relationship as transactional; it’s a partnership. Your financial aspirations are our shared goals and we are here to guide you every step of the way.
As we move forward together, I want to express my heartfelt gratitude for entrusting us with your financial future. Your confidence in our team is the greatest reward and we look forward to achieving new heights of financial success together.”
Chris is a CERTIFIED FINANCIAL PLANNER®(CFP®) with 24 years of experience servicing the needs of individuals, families and corporations in Canada. Chris has an extensive background in managing his clients' assets, risks and estates. Chris is the owner of Waypoint Financial Group. Chris is an outdoor enthusiast who spends his free time travelling and hunting.
Sasha has been with Waypoint since 2007. She is responsible for creating the architecture of our client service models. Sasha will ensure that Waypoint Financial Group is meeting your needs.
Ben joined Waypoint in July 2021 and has four years of experience in the Canadian finance industry. He holds a diploma from Fanshawe College and is currently pursuing a specialized Finance degree at The University of Western Ontario's Business School. Ben is here to cater to all your transactional and administrative requirements.
The contents of this website do not constitute an offer or solicitation for residents in the United States or in any other jurisdiction where either Waypoint Financial Group Inc. and/ or Sterling Mutuals is not registered or permitted to conduct business. Mutual funds provided through Sterling Mutuals Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus carefully before investing. Mutual funds are not guaranteed, their values fluctuate frequently, and past performance may not be repeated.
Insurance products, and other related financial services are provided by Waypoint Financial Group Inc. as independent insurance agents, and are not the business of, or monitored by Sterling Mutuals Inc.