Videos, podcasts, news updates and more. You’ll find we like to keep our clients and friends informed about what’s happening in the world and how it may impact the markets, financial plans and portfolios. There is a lot of excellent information here, but if you have a question that isn’t answered here or via our FAQ page, just drop a line or give us a call. Someone will be happy to assist.
Blog - April 5, 2021
New office locations in Etobicoke & Aurora, Ontario.
Principles-based growth continues for WLWP Wealth Planners | iA Private Wealth
Dartmouth, NS— April 5 2021 — WLWP Wealth Planners | iA Private Wealth, announces another office location for the growing business.
On the heels of the recent addition of an office in Etobicoke, the firm now shares they’ve added another new location, this time in Aurora.
“We are very proud that people have looked at our way of doing things in such a positive light.” Portfolio Manager Colin White says, “Over the years, we have developed a business model that plans for our clients’ well-being. Having a larger team means our clients’ needs are met seamlessly, regardless of any individual circumstances. This could include something as simple as a vacation or if something more serious impacted our ability to work with them, and eventually retirement. That’s one reason people join us: because they want a plan that means their clients will always be in good hands.”
“With WLWP, we found a team that shares our client-focused beliefs and added additional resources to expand on the service and solutions we provide clients,” says Devin Cattelan, Portfolio Manager with WLWP Wealth Planners | iA Private Wealth, who joins the firm as a partner in Etobicoke.
The expansion to Etobicoke, which is adeptly managed under the leadership of Cattelan, has allowed the firm to continue to develop collaborations in the region, including the recent addition of the Aurora office.
“I have known WLWP by reputation for a number of years,” Mary Rourke, Senior Investment Advisor WLWP Wealth Planners | iA Private Wealth in Aurora, “I’m excited for our partnership and confident that combining forces will bring immense value to our work.”
###
Colin White
902-477-4471
colin@wlwp.ca
You can expect financial education straight to your inbox, plus invites to exclusive events & webinars.
