Wealth Solutions

Competition

Advice-first approach

Some clients are more proactive than others when it comes to asking for advice about their portfolios. We often hear questions like, “in light of the losses that we’ve taken do you think we will still be able to retire at the age of 60?” or “how much more money will I still need to save to still reach my objectives?” Contact one of our CWF Advisors and we would be delighted to do an analysis for you so we can recommend a course of action to give you the highest probability of achieving your objectives. Our advice-first approach towards your investment portfolio squarely addresses the suitability of any of our recommendations. It also establishes that we have a process for making recommendations.

Our approach is to build a team around you. Transparency and integrity backed up by rigorous internal control. Adding Value. Reducing Risk.

Tax-Deductible Mortgage

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Why is that Americans get to deduct their mortgage interest, yet Canadians don’t? The truth is, Canadians can also deduct their mortgage interest – it just means a minimum down payment, and a little more work. Leave the work to us. We have the tools and know-how to make your mortgage deductibility conversion convenient and easy to understand.

Debt Management

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In a country where spending is so easy, yet saving is so hard, it’s no wonder many Canadians find themselves in debt. At times it can seem a daunting task to get back on track. You don’t have to do it alone. We can help you get back on board quicker and easier!

Tax Sheltering Programs

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Canadian taxes are already one of the highest in the world. Don’t pay anymore than you have to! A good tax sheltering program can help you identify possible tax inefficiencies, and save you taxes now and in the future. Speak to us today to discover which program is best for you, and how much tax you can save.

Wealth Nest

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For investors comfortable with leveraging, CWF offers leveraged investing programs to help Canadians generate additional cashflow. At CWF, we know leveraged investing isn’t for everyone, but we can help determine whether you’re a suitable candidate. FInd out today!

CWF Group has the insights and solutions you need on the topics and issues that are most important to you.

CWF Group lends clarity to these questions and so many more. To find out more click here to speak with one of our specialist.

Testimonials

A.C., Business Analyst

“Don’t waste energy worrying about end results. Worrying only distracts you from living day to day and enjoying life. Get a CWF Advisor and all your problems are gone.” _______________________________________________________________.

F.Z., Tax Auditor

““I really liked the promptness and professionalism of CWF Advisors and I liked how my Advisor explained everything I had questions about and helped me move forward in a timely manner by walking me through everything.”” _______________________________________________________________.

R.S., Financial Advisor at TD Canada Trust

“Thanks for the great information you gave me in our life-changing discussion, and thanks for the mortgage information.” _______________________________________________________________.

K.K. & J.H., Account Manager & H.R. Coordinator

“The face to face meetings we had was invaluable; they show a clear understanding of our needs and priorities. Fantastically helpful. Always ready to talk through problems. Reassuring in times of difficulty. Explained things clearly. Brilliant Service.” _______________________________________________________________.

Dr.A.H., Family Physician

“Over the years I’ve worked with many Financial Advisors. But the Advisor I have felt the most connection with is my current CWF Financial Advisor. Technically proficient and knowledgeable, yet caring and friendly.” _______________________________________________________________.

S.C. and Family

“We were referred to CWF by a lawyer colleague who is familiar with insurance company litigation. He deals with insurance matters and advised us that if we were considering insurance, Advisors at CWF are the best in the business.” _______________________________________________________________.

Dr.S.T. & Dr.C.K., Family Physicians

“My wife and I are both doctors, so we needed to understand everything and our advisor took the time to explain things in great detail. He didn’t pressure us and helped us make the right decision. We both highly recommend CWF and its team of advisors.” _______________________________________________________________.