Success Foundations Wealth Management

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Success Foundations Wealth Management

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Success Foundations Wealth Management, Financial planner, 105-240 Waterloo Street, London, ON.

Partnered with Desjardins Financial Security Independent Network, Success Foundations Wealth Management are London Financial Advisors that strive to become your trusted, lifelong partner to help you navigate your financial future.

10/31/2025

🎉 Congratulations, Evan! 🎉

We’re proud to share that Evan Szekzser, our Support Advisor at Success Foundations Wealth Management, has officially completed his Investment Funds in Canada (IFC) course through the Canadian Securities Institute.

This accomplishment reflects Evan’s strong commitment to excellence and continuous learning — qualities that align perfectly with our firm’s dedication to helping clients achieve balance and clarity in their financial lives.

We’re excited to watch Evan continue to grow professionally and make an even greater impact in the lives of our clients.

👏 Please join us in congratulating Evan on this important milestone!

06/02/2025

𝐁𝐢𝐠 𝐝𝐚𝐲 𝐚𝐭 𝐒𝐮𝐜𝐜𝐞𝐬𝐬 𝐅𝐨𝐮𝐧𝐝𝐚𝐭𝐢𝐨𝐧𝐬 𝐖𝐞𝐚𝐥𝐭𝐡 𝐌𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭!

Today, we officially welcome Evan Szekszer to the team as our new Support Advisor! It's his first day, and we couldn’t be more excited to have him on board. Evan brings a thoughtful, client-focused approach, and we know he’s going to make an immediate impact.

Behind the scenes, there’s also been another exciting development:
After years of collaborating and building trust, I’m proud to announce that Greg French, Certified Financial Planner has officially joined me as a business partner at Success Foundations.

Greg’s leadership, experience, and shared vision for holistic financial planning have been instrumental in shaping where we are today—and where we’re heading.

This is a huge step forward for our firm and for the clients we serve. We’re growing, evolving, and committed more than ever to helping families, professionals, and business owners plan with clarity and confidence.

Here’s to fresh starts, strong partnerships, and a bright future ahead! 🚀

09/09/2024

Are you making the most of your RRSP or TFSA? Avoiding common mistakes can make a BIG difference in your retirement savings. That’s why ur Managing Partner, Bill Clunas, just released a FREE eBook: Mastering Retirement, Sidestepping Common RRSP and TFSA Errors! 📘

In this easy-to-follow guide, you'll discover: 👉 How to avoid costly errors with your retirement accounts 👉 Simple strategies to boost your savings 👉 Tips for a stress-free retirement plan

Whether you’re years away from retirement or getting ready to enjoy it, this eBook will help you secure a brighter financial future. 💼

🔗 [Get Your Free eBook Now!] - Link in the Comments Section

01/30/2024

🏆 Exciting News! Honoured to be named one the the Top 10 Advisors to watch in 2024 by MSN! 🎉

Thank you to MSN for recognizing my dedication and expertise in the financial advisory field. I am incredibly grateful for my clients' trust and support.

As I am not able to share news content in Canada, I will post the link in the comments section. I am also attaching a QR code that links to the article (maybe that's a way to get around the rules).

"

10/30/2023

🎃 It's time to brew up some financial magic this Halloween! We've got the spells and solutions you need. 👻🦇

08/08/2023

Wow - what a great way to start the week - another happy client.
When was the last time you had your financial health checkup?
Why not schedule one today!

07/28/2023

Going through a divorce can be both emotional and stressful. It can have a huge impact on your financial situation. Here are some ways to recover from a financial separation:

• Expect your income to drop after and adjust your budget
• Consider if you can keep the house or rent your place where you currently live. You might have to downsize
• Know what you have in savings and assets

Hold on. It’s going to be a long ride, but you will get through this. If you need help with budget planning and financially getting back on your feet. Give us a call.

07/27/2023

With 1 month left of summer, we’re sure you might be running out of money and ways to keep your kids occupied and happy. Check out these ideas:

• Design a scavenger hunt
• Water balloon battle
• Make homemade popsicles
• Create sidewalk art

07/25/2023

The key to financial success is being able to monitor and adjust your plan as needed. This doesn’t mean you can’t reach your goals its more to help you stay on track!!

07/22/2023

Start paying off your debts now, to start next year building growth. Here are a few ways to get you started.

1. Pay off your most expensive debt first
2. Pay more than your minimum payments
3. Pick up a side hustle to pay off debt faster
4. Get your spending under control and stick to a budget

Address

105-240 Waterloo Street
London, ON
N6B2N4

Telephone

+15194381559

Website

http://www.successfoundations.ca/

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