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Passion | Purpose | Perspective

Complimentary Retirement Income Stress Test

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Your Vision  Your Future

Whole Wealth Plus  (Canada) specializes in helping families achieve what is most important to them in life. With personalized LifeCycle Planning as a backbone, our clients feel at ease making good financial decisions throughout their lives.

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LifeCycle Planning

LifeCycle Planning is a custom approach that ‘connects the dots’ of your life events from today, to tomorrow, to beyond.

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Estate Planning

Take control of your wealth today, so that you can shape the vision you hold for yourself and your family for the future.

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Our Process

We service select families who realize the value personal holistic wealth management brings to their well-being. 

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