Everyone Deserves Financial Education
We provide financial education to those that feel left behind or are confused on what to do next.
We are partnered with:
Philosophy
Philosophy
Philosophy
Save 10% of your monthly income for yourself first
Every month your income makes others wealthy. We teach how your money can make you wealthy instead.
Goal
Income Protection
Goal
Protection
Goal
Protection
Goal
Income Replacement
Goal
Retirement
Goal
Retirement
Goal
Generational Wealth
Goal
Generational
Goal
Generational
Rule
Compound Effect
Rule
Comp. Effect
Rule
Comp. Effect
Rule
Risk Effect
Rule
Risk Effect
Rule
Risk Effect
Rule
Tax Effect
Rule
Tax Effect
Rule
Tax Effect
Difference
Difference
Difference
Wealth management focused on education
Other Firms and Banks
Transactional
Sell you on what they can without helping you understand how everything works
Transactional
Sell you on what they can without helping you understand how everything works
Transactional
Sell you on what they can without helping you understand how everything works
Generic Strategies
One-size-fits-all solutions that lack personalized insights and flexibility
Generic Strategies
One-size-fits-all solutions that lack personalized insights and flexibility
Generic Strategies
One-size-fits-all solutions that lack personalized insights and flexibility
Target The Wealthy
Focus on high-income and upper-class clients with generally unaffordable solutions
Target The Wealthy
Focus on high-income and upper-class clients with generally unaffordable solutions
Target The Wealthy
Focus on high-income and upper-class clients with generally unaffordable solutions
With Wealth Builders
Educational
Start with a needs analysis and provide education on what you need, why and how it works
Educational
Start with a needs analysis and provide education on what you need, why and how it works
Educational
Start with a needs analysis and provide education on what you need, why and how it works
Tailored Solutions
With 60+ product partners we are able to customize and build unbiased solutions
Tailored Solutions
With 60+ product partners we are able to customize and build unbiased solutions
Tailored Solutions
With 60+ product partners we are able to customize and build unbiased solutions
No Family Left Behind
We treat first time investors and under-insured clients with the same care as everyone else
No Family Left Behind
We treat first time investors and under-insured clients with the same care as everyone else
No Family Left Behind
We treat first time investors and under-insured clients with the same care as everyone else
Services
Services
Services
Investment Strategies
Banks earn around 22% interest on your money. We educate how you can safely and securely grow your money instead.
Life Insurance Strategies
Most see life insurance as an expense. We educate that, when strucured properly, it can be your biggest asset.
Retirement Planning
Most are financially unprepared by the age of 65. We educate how you can replace your income by retirement.
Child Wealth Planning
Families are unsure how to prepare for their children's education and future. We educate how easy it can be.
Investment Strategies
Banks earn around 22% interest on your money. We educate how you can safely and securely grow your money instead.
Life Insurance Strategies
Most see life insurance as an expense. We educate that, when strucured properly, it can be your biggest asset.
Retirement Planning
Most are financially unprepared by the age of 65. We educate how you can replace your income by retirement.
Child Wealth Planning
Families are unsure how to prepare for their children's education and future. We educate how easy it can be.
Investment Strategies
Banks earn around 22% interest on your money. We educate how you can safely and securely grow your money instead.
Life Insurance Strategies
Most see life insurance as an expense. We educate that, when strucured properly, it can be your biggest asset.
Retirement Planning
Most are financially unprepared by the age of 65. We educate how you can replace your income by retirement.
Child Wealth Planning
Families are unsure how to prepare for their children's education and future. We educate how easy it can be.
Investment Strategies
Banks earn around 22% interest on your money. We educate how you can safely and securely grow your money instead.
Life Insurance Strategies
Most see life insurance as an expense. We educate that, when strucured properly, it can be your biggest asset.
Retirement Planning
Most are financially unprepared by the age of 65. We educate how you can replace your income by retirement.
Child Wealth Planning
Families are unsure how to prepare for their children's education and future. We educate how easy it can be.
Clients Served
Consultations
Licensed Advisors
Advisors
How it works
How it works
How it works
A simple yet powerful process
01
Book A Free Consultation
We start with a financial needs analysis. This helps us understand your goals and what steps we can take to accomplish them.
Book A Free Consultation
We start with a financial needs analysis. This helps us understand your goals and what steps we can take to accomplish them.
Book A Free Consultation
We start with a financial needs analysis. This helps us understand your goals and what steps we can take to accomplish them.
Solution Presentation
Your advisor presents you with a tailored solution on how to use 10% of your monthly income to fulfill those goals.
Solution Presentation
Your advisor presents you with a tailored solution on how to use 10% of your monthly income to fulfill those goals.
Solution Presentation
Your advisor presents you with a tailored solution on how to use 10% of your monthly income to fulfill those goals.
02
03
Lifetime Support
If you become a client, your advisor takes care of you and does bi-annual check ins. You will also have 100% transparency through your client portal.
Lifetime Support
If you become a client, your advisor takes care of you and does bi-annual check ins. You will also have 100% transparency through your client portal.
Lifetime Support
If you become a client, your advisor takes care of you and does bi-annual check ins. You will also have 100% transparency through your client portal.
FAQ
FAQ
FAQ
Answers to your most common questions
What is the benefit of using a financial advisor?
What products do you provide?
Can I be a client if I am from Quebec?
Do you have hidden commissions or fees?
How do I get started?
What is the benefit of using a financial advisor?
What products do you provide?
Can I be a client if I am from Quebec?
Do you have hidden commissions or fees?
How do I get started?
What is the benefit of using a financial advisor?
What products do you provide?
Can I be a client if I am from Quebec?
Do you have hidden commissions or fees?
How do I get started?
Contact us
Contact us
Get in touch with our advising team
Careers
Careers
Careers
We are rapidly expanding our team at multiple locations
We are rapidly expanding
our team
If you connect with our mission, we would love to chat. Please send an email expressing interest to wbp.advisors@gmail.com