[et_pb_section fb_built=”1″ fullwidth=”on” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_fullwidth_slider _builder_version=”4.17.6″ _module_preset=”default” header_text_align=”center” min_height=”650px” custom_padding=”119px|||||” global_colors_info=”{}”][et_pb_slide heading=”Trust Well Spent.” use_text_overlay=”on” _builder_version=”4.17.6″ _module_preset=”default” header_level=”h1″ header_font=”|700|||||||” header_text_align=”center” header_text_color=”#FFFFFF” header_font_size=”59px” background_enable_color=”off” background_image=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/11\/hero.jpg” background_enable_image=”on” background_position=”top_center” header_text_shadow_style=”preset2″ header_text_shadow_color=”#000000″ global_colors_info=”{}” sticky_transition=”on”][\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.17.6″ _module_preset=”default” background_color=”#2764be” global_colors_info=”{}”][et_pb_row _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” header_text_color=”#FFFFFF” header_font_size=”45px” header_3_text_color=”#FFFFFF” header_3_font_size=”28px” global_colors_info=”{}”]<\/p>\n
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[\/et_pb_text][et_pb_button button_url=”https:\/\/wfsadvisory.ca\/index.php\/contact\/” button_text=”Book A Meeting” button_alignment=”center” _builder_version=”4.19.4″ _module_preset=”default” custom_button=”on” button_text_color=”#FFFFFF” button_border_color=”#FFFFFF” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ make_equal=”on” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”BUSINESS OWNERS” use_front_icon=”off” front_src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/11\/BUSINESS-OWNER.jpg” front_background_color=”#2764be” back_body=”<\/p>\n
Financial Planning for business owners is often two-sided: personal and business finances. <\/p>\n
We provide you with financial clarity on both sides. <\/p>\n
” button_text=”Gain financial clarity” button_url=”\/business-owners\/” back_background_color=”#42454B” _builder_version=”4.17.6″ _module_preset=”default” header-front_font=”|600||on|||||” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”20px” custom_button=”on” button_text_color=”#FFFFFF” button_border_color=”#F9FBFC” button_alignment=”center” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”MEDICAL PROFESSIONALS” use_front_icon=”off” front_src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/11\/MEDICAL-PROF.jpg” front_background_color=”#2764be” back_body=”<\/p>\n
Financial advice for incorporated professionals is often two-sided- advice for the practice and personal financial advice.<\/span><\/p>\n Professionals are typically in the highest income tax bracket; we help professionals save taxes and keep more in their pocket.<\/span><\/p>\n ” button_text=”Work with us today” button_url=”\/medical-professionals\/” back_background_color=”#42454B” _builder_version=”4.17.6″ _module_preset=”default” header-front_font=”|600||on|||||” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”20px” custom_button=”on” button_text_color=”#FFFFFF” button_border_color=”#F9FBFC” button_alignment=”center” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][lwp_divi_flipbox front_title=”AGRI-BUSINESSS” use_front_icon=”off” front_src=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/11\/AGRI-BUESINESS.jpg” front_background_color=”#2764be” back_body=”<\/p>\n 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\u2019s survival, growth and maturity stage. <\/span><\/p>\n ” button_text=”Take care of the farm today” button_url=”\/succession\/” back_background_color=”#42454B” _builder_version=”4.17.6″ _module_preset=”default” header-front_font=”|600||on|||||” header-front_text_align=”center” header-front_text_color=”#FFFFFF” header-front_font_size=”20px” custom_button=”on” button_text_color=”#FFFFFF” button_border_color=”#F9FBFC” button_alignment=”center” global_colors_info=”{}”][\/lwp_divi_flipbox][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.19.4″ _module_preset=”default” background_color=”rgba(60,136,242,0.19)” custom_padding=”7px||4px|||” global_colors_info=”{}”][et_pb_row _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.19.4″ _module_preset=”default” global_colors_info=”{}”][et_pb_slider arrows_custom_color=”#114F8F” dot_nav_custom_color=”#41A0FF” _builder_version=”4.19.4″ _module_preset=”default” background_color=”RGBA(255,255,255,0)” custom_padding=”0px||45px|||” global_colors_info=”{}”][et_pb_slide heading=”Testimonials” _builder_version=”4.19.4″ _module_preset=”default” header_text_color=”#114F8F” header_font_size=”25px” body_text_color=”#42454B” background_enable_color=”off” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Over <\/span>the last several years that we have known Dave, he has become a valued source <\/span>of information in the insurance world for us. Dave has taken the time to learn <\/span>our personal financial situation through significant consultation over this <\/span>time. Dave has been able to provide to us a plan that is tailored to not only <\/span>our current financial situation but to our future desires and needs.\u00a0<\/span> – Grant Arklie<\/strong> | President [\/et_pb_slide][et_pb_slide heading=”Testimonials” _builder_version=”4.19.4″ _module_preset=”default” header_text_color=”#114F8F” header_font_size=”25px” body_text_color=”#42454B” background_enable_color=”off” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Dave <\/span>Watson’s commitment to his clients never waivers. Dave is always evaluating<\/span> – Terri Botosan | <\/strong>Chief Executive Officer\u00a0<\/span> [\/et_pb_slide][et_pb_slide heading=”Testimonials” _builder_version=”4.19.4″ _module_preset=”default” header_text_color=”#114F8F” header_font_size=”25px” body_text_color=”#42454B” background_enable_color=”off” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Dave <\/span>has been the financial advisor for my wife and I for the past three years and I<\/span> – Reza Vosoughi,<\/strong> MD, FRCPC | <\/span>Staff Neurologist, St. Michael’s Hospital [\/et_pb_slide][et_pb_slide heading=”Testimonials” _builder_version=”4.19.4″ _module_preset=”default” header_text_color=”#114F8F” header_font_size=”25px” body_text_color=”#42454B” background_enable_color=”off” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “Dave <\/span>has a very welcoming, friendly, professional and personable nature, who works <\/span>with integrity to provide his clients with sound financial advice and guidance.\u00a0<\/span> – Dr. Reza Aslani | Dr. Shadi Rezazadeh\u00a0<\/strong> [\/et_pb_slide][et_pb_slide heading=”Testimonials” _builder_version=”4.19.4″ _module_preset=”default” header_text_color=”#114F8F” header_font_size=”25px” body_text_color=”#42454B” background_enable_color=”off” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n “If <\/span>you are looking for out the box strategies for your clients WFS Wealth & <\/span>Financial Strategies has some interesting products.\u00a0<\/span> – A.A. (Stino) Scoletta, CA | <\/strong>Partner \/ Tax Specialist\u00a0<\/span> [\/et_pb_slide][et_pb_slide heading=”Testimonials” _builder_version=”4.19.4″ _module_preset=”default” header_text_color=”#114F8F” header_font_size=”25px” body_text_color=”#42454B” background_enable_color=”off” global_colors_info=”{}” sticky_transition=”on”]<\/p>\n \u00a0<\/span> –Tim & Janice Swanson | <\/span><\/strong>Client\u00a0<\/p>\n [\/et_pb_slide][\/et_pb_slider][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ disabled_on=”off|off|off” _builder_version=”4.19.4″ _module_preset=”default” background_image=”https:\/\/wfsadvisory.ca\/wp-content\/uploads\/2022\/11\/calc-1.jpg” global_colors_info=”{}”][et_pb_row column_structure=”2_3,1_3″ _builder_version=”4.21.0″ _module_preset=”default” background_color=”rgba(255,255,255,0.81)” global_colors_info=”{}”][et_pb_column type=”2_3″ _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][et_pb_divider show_divider=”off” _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.17.6″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n [\/et_pb_text][et_pb_blog posts_number=”2″ include_categories=”all” show_categories=”off” show_pagination=”off” _builder_version=”4.20.2″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_blog][et_pb_text disabled_on=”on|on|on” _builder_version=”4.19.4″ _module_preset=”default” disabled=”on” global_colors_info=”{}”]<\/p>\n \n
Dave has <\/span>been able to show us a future path that we are presently looking forward to. We <\/span>have, over the years, been involved with other advisors but have never had this<\/span>
sense of security in our future.\u00a0<\/span>
Dave and <\/span>the people behind him represent a financial planning option that many should <\/span>engage with.”<\/span><\/p>\n
Red River Galvanizing Inc.
Springfield, MB\u00a0<\/em><\/p>\n
what he is doing in his practice, how he serves his clients, what he might be <\/span>missing or what he might be able to improve upon.\u00a0<\/span>
Dave started <\/span>his career as an advisor and later a manager with a major Canadian life<\/span>
insurance carrier. He partnered with another advisor to form a very successful<\/span>
brokerage office. After selling that operation, he founded WFS Advisory and has <\/span>grown that operation to be one of HUB\u2019s most successful firms. Dave is a <\/span>consistent member of the Million Dollar Round Table\u2019s Top of the Table. He <\/span>recently added a second advisor to his practice to better serve clients in both <\/span>Manitoba and British Columbia.\u00a0<\/span>
Dave tailor <\/span>designs his solutions to specifically meet the needs of the client. He also <\/span>works in collaboratively with a client\u2019s other professional advisors to ensure <\/span>that his recommendations are in line with all strategies and plans.” \u00a0<\/span><\/p>\n
HUB Financial Inc.\u00a0<\/span>
Woodbridge, ON\u00a0<\/em><\/p>\n
think he deserves recognition at the national level for his excellence.\u00a0<\/span>
As a <\/span>\u201ccustomer\u201d you always wonder if a financial advisor puts your interest as the<\/span>
highest priority in lieu of power imbalance that might potentially exists <\/span>between you and your advisor. Over time it was proven to us repeatedly that he <\/span>always made the recommendation to us based on what works best for us and not him.<\/span>
His ideas were not only ethical, but also up-to-date- knowledge-based and very <\/span>smart. Advisors like Dave are a rare find. This high level of ethics and <\/span>professionalism is what you dream for every professional to have. He always <\/span>stated the facts without any positive or negative spin (to push us in any <\/span>specific direction). He was very patient at explaining the details over and <\/span>over to us who had no knowledge of the field. He was very consistent in his <\/span>approach and his prediction stood the test of time. \u00a0<\/span><\/p>\n
<\/span>Associate Professor of Neurology\u00a0<\/span>
University of Toronto\u00a0<\/em><\/p>\n
Dave\u2019s up <\/span>to date expertise in the financial sector creates a trust that is rare to find.<\/span>
We highly recommend WFS Wealth and Financial Strategies and their services and <\/span>look forward to many more years working with Dave.”\u00a0<\/span><\/p>\n
Winnipeg, MB<\/span><\/p>\n
With the <\/span>assistance of WFS, we can service our clients in a non-traditional way, a way<\/span>
that will differentiate ourselves from the competition.\u201d\u00a0<\/span><\/p>\n
MNP in Brandon, MB<\/em><\/span><\/p>\n
“Dave <\/span>has played a major role in managing our investments for the past ten years.\u00a0<\/span>
We continue <\/span>to work with him and the WFS Wealth & Financial Strategies team because of <\/span>their understanding of, and commitment to, our longer-term investments <\/span>objectives.\u00a0<\/span>
Additionally, <\/span>their understanding of the market and recommendations on how to adjust our <\/span>portfolio, have been instrumental in managing these investments in difficult <\/span>times.”\u00a0<\/span><\/p>\nLatest News<\/h1>\n