Wealth Management in Midland, Ontario

Mission Statement

Caring for Clients Like Family

Reviews

Non-Rated Service

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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.

Service Locations

Wealth Management Midland  -  Life Insurance Broker Midland  -  Investment Planner Midland
Financial Planner Midland  -  Financial Consultant Midland  -  Investment Services Midland

Citations

Webb & Associates Financial Solutions Photo Gallery
Updated as of 4/16/2024

Contact Information

Direct Email Contact