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Life Insurance Broker in Midland, Ontario
Webb & Associates Financial Solutions
000-000-0000
338 King St Midland ON L4R 3M8
Business Description
Established in 1988 Webb & Associates Financial Solutions provides Private Wealth Management services to its clients. We strive to simplify & customize strategies to assist individuals, families and businesses achieve their highest potential. We use Portfolio Management Processes to provide a proactive approach that can adjust to the fast paced and ever changing financial landscape. Regardless of where we are in the Market Cycle, our process makes decisions to protect and grow your strategy. With an increasing level of transparency and pricing based on household assets, you can be assured of receiving the highest level of value for your strategy.
Mission Statement
Caring for Clients Like Family
Michael, Debbie & Meaghan are a team that is committed to providing the best experience to our clients. Personalizing every aspect of your strategy, enjoying multiple social events and just being available to talk to a person. These efforts have enabled us to win multiple awards for our client service and care. We focus on the areas that will have the largest impact on your life so you don't have to.
Key Contacts
Michael Webb Cfp
Debbie Laramey
Meaghan Bellisle
1) Private Wealth Management
Providing full spectrum of Wealth Management Advice for every phase of your life. Whether you are accumulating wealth, planning/entering retirement or already retired, proper Life Planning will provide a simplified way of maximizing your Return on Lifestyle allowing you to focus on what really matters, family & friends. We do all the heavy lifting. Once we establish your client profile we then can customise strategies to grow, protect and transfer your wealth based on your personal goals. Once defined, we will work with our partners to ensure that we do all the worrying about what happens in the world and how to best protect or prosper from it. We will monitor and provide written progress reports so you know where you are in relation to your established objectives.
2) Life Planning
From saving for your first house, planning for your kids post secondary education, your retirement income or transferring your estate to your next generation. We can help you consider your options, establish a plan to achieve those goals with in your comfort level. We also provide regular progress reviews to communicate your success and simplify the complex world of finance.
3) Investment Planning
The world of Finance is very complicated. But with the right partner, it can be very simple. By engaging our team, we can establish your goals and client comfort zone, pair you up with one of our Wealth Management Processes that takes care of all the complex questions that cause stress for investors. Our chosen partners work hard to ensure the best Investment Specialists are working in the process and that they are doing their part appropriately. We will ensure that your process remains within your comfort zone while proactively taking advantage of short term market opportunities to protect or grow your strategy. Over time the monitoring process will make the necessary changes to enhance your experience and comfort allowing you to Live Your Dream.
4) Tax Planning
As your wealth grows, taxes are a significant risk to your over all wealth. From annual realized taxable income, to controlling the unrealized taxes in your strategy to the final taxes on an estate transfer. We have strategies on how to best protect & minimize the effects of taxes allowing you to Live Your Dream.
5) Risk Management
From monitoring and correcting increasing levels of risk in a Wealth Management Process to the risk of Illness, Injury, Disability or Critical Illness, we have strategies on how to minimize or eliminate these risks from your strategy. Ignoring these risks is like gambling. With a 51%chance of becoming disabled or critically ill resulting in lost wages during your career, it is extremely important to protect your largest asset. Your ability to earn an income. Your families future literally depends on it.
Serving Area:
Midland, Barrie, Collingwood, Wasaga Beach, Tiny Township, Springwater Township, Parry Sound, Honey Harbour, Victoria Harbour
Serving Zip Code:
-1
Latitude
44.7479004
Longitude
-79.8840463
Year Established
Payments Accepted
Specialties:
Wealth Management
Life Insurance Broker
Investment Planner
Financial Planner
Financial Consultant
Investment Services
Financial Services
Financial Advice
Investment Consultant
Estate Planning
Tax Planning
Retirement Income Planning
Travel Insurance
Disability Insurance
Critical Illness Insurance
Education Planning
Taxfree Savings Acco0unts
Resps
Securities
Private Wealth
Read More
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Popular Tags
Wealth Management Life Insurance Broker Investment Planner Financial Consultant Services Advice Estate Planning
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Contact Information
Direct Email Contact
Mailing Address
338 King St
Midland, ON L4R 3M8
Telephone/Fax
000-000-0000
Website
Email Contact
You can also email Webb & Associates Financial Solutions direct by filling out the form on the right.
Our Hours
Sunday: | CLOSED |
Monday: | 8:30AM to 4:30PM |
Tuesday: | 8:30AM to 4:30PM |
Wednesday: | 8:30AM to 4:30PM |
Thursday: | 8:30AM to 4:30PM |
Friday: | 8:30AM to 4:30PM |
Saturday: | CLOSED |
Webb & Associates Financial Solutions in Midland, ON has a higher trust score for Life Insurance Broker than: