WFS Wealth & Financial Strategies
WFS Wealth & Financial Strategies was founded on the principles of quality advice and great service. Together we can build a comprehensive wealth accumulation plan, and ensure you have a lasting legacy for your loved ones.
BUSINESS OWNERS
Financial Planning for business owners is often two-sided: personal and business finances.
We provide you with financial clarity on both sides.
MEDICAL PROFESSIONALS
Financial advice for incorporated professionals is often two-sided- advice for the practice and personal financial advice.
Professionals are typically in the highest income tax bracket; we help professionals save taxes and keep more in their pocket.
AGRI-BUSINESSS
Farmers deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management, and interest of a farm. When should a farm owner have a succession plan? A succession plan is required throughout a farm’s survival, growth and maturity stage.
Latest News
Dave Watson Achieves Prestigious Top of the Table MDRT Qualification
Dave Watson of WFS Wealth & Financial Strategies in Winnipeg, Manitoba, Canada has qualified for Top of the Table, the gold standard of MDRT membership and the internationally recognized benchmark of professionalism in financial services.
Speaking Luncheon with Tom Deans
Last week we had the pleasure of hosting author and intergenerational wealth expert, Tom Deans, for a speaking luncheon at The Manitoba Club.