Busy Professionals

BusyProfessionals

We understand that time is your most valuable asset. Therefore our services are designed to meet the needs of Busy Professionals, whether you are a business owner or an employee of a large corporation. Our services are high-touch, yet delivered efficiently in-person, on the phone, or the Internet via email, web conferencing, or online meetings. We cater to your needs, providing a customised experience and treating you as the unique individual that you are.

Financial matters you may wish to consult with an expert on include;

What’s the maximum I can put away in a savings plan?
How should I be invested based on my short term goals?
How much money should I have in reserves should I decide to leave my employer?
What’s the opportunity cost of taking a few years off?
Should I refinance my home?
Is purchasing a second home a wise idea?
Am I maximizing my company’s benefits?
Should I commence a transition to retirement fund?
Do I need a will?

We share your zest for life and can help you answer these questions, easing your worry and allowing you to continue the pursuit of your life’s dreams. We have expertise in the following areas;

Short-term investing to meet income and liquidity needs.
Cash flow analysis and management.
Portfolio construction
Corporate Benefits Advice both Accumulation and Defined Benefit Schemes
Personal Insurance Analysis
Large purchase analysis, especially real estate.
Estate planning needs analysis.

How can I benefit from your services if I am a professional?

Professionals are usually their own drivers in the creation of their wealth and income. Their jobs often times involve many risks and issues and we know this. Our trained professionals have the tools to manage these risks and provide an individualized plan for you.

We specialize in:

Serving health care professionals such as doctors and dentists
Providing individualized disability, critical illness, and life insurance packages for the start of their careers
Hosting seminars regularly to provide new health care graduates the needed information about these specialized packages that we offer
Guiding health care professionals as they continue their career advancement and incorporate their own company
Effective strategies to release your retained earnings so that you will have income for retirement
Deferring taxes in the proper manner

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.A.,Writer

“Financial Planner with Exceptional Insight. I want to offer once more my thanks for the wonderful things you do for the community and, as well, the kindness and wisdom you radiate when we speak. You are a person of exceptional insight and a planner with that rarest of qualities – imagination. And you can tell ’em I said so.” _______________________________________________________________.

J.L., Mortgage Specialist

“I will recommend your company at every opportunity!” _______________________________________________________________.

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.” _______________________________________________________________.

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.” _______________________________________________________________.

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.” _______________________________________________________________.

Y.F.F. and Family, New Immigrants

“We were looking for a fresh start in a new country and we found it in Canada. The warmth of the people at CWF Group more than makes up for the cold weather in Ontario. CWF Advisors are great to work with. We learned everything we needed to know about the immigration process, investing in Canada, insurance products and the Canadian culture.” _______________________________________________________________.

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.”” _______________________________________________________________.