Welcome: WILLIAMSBURG FINANCIAL is committed to you. We provide exceptional financial planning to build and protect personal wealth, allowing you to distribute it the way you choose. We don't have agendas or mandated products to push. There's no hidden fees just smart integrated investment management custom designed solely for your needs. Whether you're looking at retirement or estate planning, insurance products or RRSPs, we have the training and expertise to help. Williamsburg Financial Centre's advisors service clients throughout Kitchener-Waterloo and the surrounding area; we also have service in Orangeville, Barrie, London and the GTA.
To help keep our customers and colleagues safe, we have implemented physical distancing guidelines in our branches. We are limiting the number of customers in the branch and your wait time may be longer than normal.
Our first hour of operation is dedicated to serve seniors and other vulnerable populations with urgent in-person banking needs. In Quebec, we are serving these customers during regular branch hours with enhanced support for physical distancing.
We ask that you only visit the branch for matters that require in-person assistance. Please do not visit if you are experiencing symptoms of COVID-19 or have been advised to self-isolate due to exposure to COVID-19 or travel.
If you require in-person assistance for borrowing, investing or other financial advice, please book an appointment online, and we would be pleased to serve you.
Our Focus is on your Future. We have the experience to provide a comprehensive approach to meet your present and future goals. We look at the big picture approach knowing that every client has different needs. A representative will meet with you to explain the services we provide and the process involved in setting up a plan to fulfill your needs and dreams. The responsibility of the planner and the client will be addressed. We will obtain information to determine your goals and expectations and clarify your present financial status by analyzing your information and identifying any problem areas or opportunities. We will then present a financial plan and review as determined by the client planner.
Your business is only as strong as your financial plan. We specialize in financial planning for small businesses with diverse and complicated financial needs – insurance, investment, group benefits and savings. However, our expertise also extends to families who understand the value of good advice in maximizing their financial effectiveness now and into the future.
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.