How I Help Clients
Grow Your Wealth
Personal Financial Development
Holistic Financial Plan
Using a holistic approach to your financial plan, I integrate
flexibility and risk reduction strategies.
I simplify the financial plan process by establishing 3 financial branches:
1
Essentials: maintaining lifestyle into retirement; funding post secondary education.
2
Aspirations: that vacation home or luxurious trip.
3
Legacy: philanthropy and bequests.
This strategy leads to clarity for clients.
My clients often accumulate larger assets and enhance personal financial development as a result of this strategy
Testimonial
I experienced exceptional service with my insurance representative, Wendy Riley. She understood my insurance needs, and clearly explained the details of my policy and answered all my questions. Wendy is very knowledgeable and professional, and at the same time, very friendly and easy to talk to. I would recommend Wendy to any of my friends looking for insurance advice.
- Anonymous, Ontario
My Process
Discover
Explore
Plan
There is a better, easier way to discover your path to wealth.
Together, we uncover your dreams and goals, and then partner to create your path to success developed with security and flexibility in mind.
Life happens, and our dreams and circumstances change. Our holistic approach to financial planning boasts a clear definition of what is within reach, what will take a bit of time, and what must be part of a long-term strategy.
I provide insights, share ideas, and recommend the right solutions for you at the right time. All of this means, you are far more likely to accumulate larger assets, achieve greater financial confidence and discover your best life.
Testimonial
A through explanation of investments and financial planning was covered. Our representative Wendy was fantastic, by giving so much time, care and expertise in a most comprehensive manner, established a positive rapport from the start and reached out at our convenience numerous times to make sure all our investment goals and strategies were dealt with.
- Anonymous, Ontario
About Me
I am Wendy Riley, a Certified Financial Planner with over 20 years of experience in the financial industry.
Together we clarify your vision, values, priorities and goals. Our conversation will expand to include questions about your financial life, challenges and as appropriate, your investment experience.
With a deeper understanding of your needs, we can begin our work on your holistic wealth plan. I will help you accumulate larger assets, achieve greater financial confidence, and discover your best life.