What makes our financial firm different?

At Wealthy Roots Financial, we believe in being involved in every step when in comes to our clients. We are unique in the fact that we have 0 support staff -- no receptionists, no administrative assistants, just us. Why would we not want staff?

Well... we like being a small firm that enables us to be able to take your call, answer your email quickly, prepare your file and paperwork as well as process it from start to finish. There is no hand off - we ensure everything is completed tickity-boo! We feel confident knowing it all gets done as intended by handling everything.

In order to keep this level of service we chose to keep our firm small and focus on our niche.

What is our niche you ask? We love managing investments intended for retirement, helping with pension commutes, helping you elect your CPP & OAS, as well as being your go to person in retirement to manage your money. We create income projections to give you a visual picture of what your income will look like in retirement as well as help you determine how much you should have saved before you make your exit from the work force.

We never dreamed of being a big firm, just a small firm that remembers the important details, knows your file inside and out and provides top tier communication and service.