Willow Tree Wealth Management

07/02/2025

Had a fun day playing in the Canadian IPG Golf Tournament at St.Thomas Golf & CC with Andrew, Scott and Eric. We look after their Employee benefits and group retirement and it was great to meet others that supply and support CIPG

12/22/2022

It sure feels like Christmas here at ESCF!
We have been busy granting to deserving community service organizations, doing important work, helping to build a stronger, vibrant community for today, tomorrow and forever.
Like Big Brothers Big Sisters of St. Thomas-Elgin.
BBBS ensures that every child who needs a mentor has a mentor.
Thank you BBBS for providing youth with safe relationships that help build confidence so that they can thrive and reach their full potential.

05/31/2022

Congratulations to Christian D'Andrea on his certification by FP Canada as a CFP Professional! Your hard work has paid off and we are all proud of your achievement!

Credentials -

Home of digital credentials

02/18/2022

How much should I have in my RRSPs? How much should I invest this year? Let us help answer your questions!

Not sure if you’re on track for retirement? We outline how much you should aim to have socked away based on your age.

02/11/2022

Have Questions about an RRSP? The deadline for contributions for the 2021 tax year is March 1st!

An RRSP provides short and long-term tax advantages that can help fund the retirement you want.

12/28/2021

Canada Life is currently offering its My Term Life Insurance at a 10-15% discount until January 31st. If you have been thinking about purchasing life insurance, this is a perfect time to lock in a lower price.

https://fb.watch/aaX8x6oOm-/

12/09/2021

https://www.canadalife.com/about-us/news-highlights/news/canada-life-surprises-canadian-charities-with-seasonal-gift-for-the-holidays.html

In honour of Giving Tuesday, Canada Life announced the recipients of their 2021 Seasonal Gift campaign.

11/15/2021

https://www.canadalife.com/about-us/news-highlights/news/canada-life-named-one-of-canadas-top-100-employers.html

In its first full year as the new Canada Life, the company has been recognized for offering employees an industry-leading, exceptional work environment.

10/28/2021

My Term life insurance from Canada Life

Simple and affordable coverage for big expenses, so you’re protected when it matters most. Visit www.canadalife.com/insurance/life-insurance/term-life-insurance to learn more. View the video transcript: Description: This animated video introduces a character named Amira to help illustrate how term...