Wiegers Financial & Benefits

Do More for Yourself and Your Family

Your life is constantly evolving, and so are your goals. That’s why our holistic financial planning is flexible, thorough, and designed to adapt as your life changes. At Wiegers Financial & Benefits, we’re here to help you succeed on your terms, now and in the years ahead.

Our approach is both comforting and comprehensive, with regular conversations that explore all key areas of your financial life:

 Cash Flow & Debt Management

We’ll help you make the most of your income by strategizing efficient ways to manage your cash and accelerate debt repayment, no matter your financial situation.

 Risk Management

Your ability to earn an income is your greatest asset. We’ll guide you in protecting it with plans that adapt as your personal and professional life changes so you and your loved ones remain financially secure, even through life’s toughest moments.

 Education Planning

Education is a lasting gift. We’ll walk you through savings strategies and tax-smart options to help secure your child’s future success and happiness.

 Retirement Planning

Dreaming of a fulfilling retirement? We’ll help you define it, plan for it, and build a custom strategy that turns your vision into reality, however that looks to you.

 Investment Planning

Are your investments working hard for you, and are they aligned with your goals and risk comfort? Through our partnership with Q Wealth, a registered portfolio manager, they offer transparent, expert guidance on smart investment strategies so you understand both the costs and the value you’re getting.

 Tax Planning

Keeping more of what you earn matters. We’ll recommend personalized tax strategies - now and into retirement - to grow your wealth and minimize what goes to the government.Are your investments working hard for you, and are they aligned with your goals and risk comfort? Through our partnership with Q Wealth, a registered portfolio manager, they offer transparent, expert guidance on smart investment strategies so you understand both the costs and the value you’re getting.
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 Estate Planning

Your legacy matters. We’ll help structure your estate for a smooth transfer to your beneficiaries, ensuring they receive as much as possible. From wills and powers of attorney to legal referrals, we’re here to support your wishes every step of the way.

Do More for Your Future

Canadians are living longer than ever. Many will spend nearly as many years retired as they did working. That’s why now is the time to plan well, so you can enjoy life later with confidence.

At Wiegers Financial & Benefits, we help you create a retirement you’ll love. Whether you’re just starting out, mid-career, or already retired, our advisors work closely with you to build a flexible, personalized plan. We guide you through every phase of your journey with clarity and care.

We bring together all the key elements of financial planning to support your goals now and into retirement:

 Cash Flow and Debt

We’ll help you optimize your income and spending, and design strategies to reduce debt efficiently, freeing up resources for what matters most.

 Risk Management

From your earning years to retirement, protecting what you’ve built is critical. We’ll help you manage life’s “what-ifs” with plans that adapt as your life evolves.

 Education and Family Planning

Supporting your children’s future? We offer clear guidance on savings programs, budgeting, and tax implications so you can confidently invest in their dreams.

 Retirement Income Planning

Do you have enough to retire? Are your investments aligned with your lifestyle goals? We’ll guide you through these questions while adjusting risk, income sources, and timelines to suit your vision of retirement.

 Investment Planning

It’s not about how much you invest; it’s about when you start. Q Wealth Portfolio Managers can help you make smart investment decisions now, minimize fees and understand your long-term potential for growth.

 Tax and Estate Planning

Smart tax strategies help you keep more of what you earn both now and in the future. We'll also help structure your estate for a smooth transfer to your loved ones, minimizing taxes and maximizing your legacy.
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 You're Not Alone

Our process includes regular check-ins and ongoing guidance, with financial planning advice tailored to your unique needs at every stage. Even if you’re starting late, or already retired, it’s not too late to make a difference.

Become a Client!