WFG Securities Of Canada Inc

I’ve been working with Jonah for just over a year now and this guy brings such a professional and structured format to his business! I highly recommend to all my friends to sit down with Jonah!

I only recommend Angela to my family, friends and even strangers. She actually cares about the person in front of her and doesn't treat you like a number. I love that she does the shopping around for me and only brings me quotes or comparisons for what I need. I don't have to worry about upsells and I never worry that she isn't thinking of my needs first and foremost! 10 🌟 out 5

Jonah has been amazing. We have created insurance and investment profiles for my whole family. Nothing but great results with him!

At the WFG insurance and securities agency we are a comprehensive service provider focused on delivering expert financial planning and life insurance solutions. Our goal is to help clients achieve financial stability and security through tailored financial strategies and robust life insurance coverage. We blend financial education with personalized insurance solutions to meet the diverse needs of individuals and families. What We Offer: 1. Financial Planning Services: * Budgeting and Savings: Assistance with creating effective budgets and savings plans to achieve financial goals. * Investment Strategies: Guidance on investment options and portfolio management to build wealth and secure future financial growth. * Retirement Planning: Strategies to ensure a comfortable and financially secure retirement, including retirement account management and pension planning. * Debt Management: Solutions for managing and reducing debt, including strategies for consolidating and paying off liabilities. 2. Life Insurance Solutions: * Term Life Insurance: Policies offering coverage for a specified term, providing financial protection for dependents in case of an untimely death. * Whole Life Insurance: Permanent insurance that provides lifelong coverage and includes a savings component that accumulates cash value. * Universal Life Insurance: Flexible coverage that allows adjustments in premiums and death benefits, with an investment savings component. * Disability Insurance: Coverage that provides income protection in the event of a disability that prevents you from working. 3. Personalized Consultations: * Financial Assessments: Comprehensive reviews of your financial situation to identify strengths, weaknesses, and opportunities for improvement. * Insurance Needs Analysis: Evaluations to determine appropriate life insurance coverage based on individual and family needs. 4. Educational Workshops and Seminars: * Financial Literacy Workshops: Interactive sessions on budgeting, investing, and financial planning. * Insurance Awareness Seminars: Educational events focused on understanding different types of insurance and their benefits. 5. Online Tools and Resources: * Interactive Calculators: Tools to estimate insurance needs, retirement savings goals, and investment returns. * Resource Library: Access to articles, guides, and FAQs to support informed decision-making. 6. Corporate Solutions: * Employee Benefits Programs: Customizable insurance and financial planning packages for businesses to offer comprehensive benefits to their employees. At the Financial and Life Insurance Centre, we are dedicated to providing holistic financial and insurance solutions that cater to the unique needs of our clients, helping them build a secure financial future and protect their loved ones.

Stefan and Angela are amazing financial professionals! They are so caring and take the time to understand clients needs. I am happy to recommend them to anyone who wants to gain an understanding into their finances.