Waterloo Wealth Advisors

Directions Website

Waterloo Wealth Advisors Helping business owners & families turn financial complexity into clarity. Based in Waterloo

As your Local Financial Advisor, I partner with clients who want a comprehensive planning approach for their financial affairs. If you are:

➤ Unclear about how your financial picture fits together
➤ Lacking time or expertise for long-term planning
➤ Already stretched thin managing a business or family
➤ Frustrated by growing taxes and tax liabilities now and in the future
➤ Unsure if your investments are on track for short and long-term goals

We can help.

➤ Our family office approach aligns with your financial affairs
➤ We start with your comprehensive wealth and estate plan
➤ Advanced tax and wealth planning strategies to work together towards your goals
➤ Your investments are managed with care and responsibility

Our goal is to bulletproof your finances, so you can focus on what really matters. Available for virtual and in-person meetings.

� Waterloo City Centre, 100 Regina St S, Suite 175, Waterloo, ON, Canada
� (519) 743-7774
� [email protected]

Women account for nearly two-thirds of Alzheimer's disease cases, making cognitive health an important consideration in ...
10/16/2026

Women account for nearly two-thirds of Alzheimer's disease cases, making cognitive health an important consideration in long-term financial planning. Combined with the demands of caregiving, careers, and family responsibilities, planning ahead with a trusted financial advisor can help you prepare for the future with greater confidence. Learn more: https://www.raymondjames.ca/commentary-and-insights/2026/10/08/what-every-woman-should-know-about-cognitive-decline-and-financial-planning

How long can you actually go away, phone off, not checking email, before something breaks?
10/15/2026

How long can you actually go away, phone off, not checking email, before something breaks?

canadiansme.ca

Your estate plan is more than a set of documents. It helps protect your wishes, your loved ones, and your legacy. Join R...
10/15/2026

Your estate plan is more than a set of documents. It helps protect your wishes, your loved ones, and your legacy. Join Raymond James and Solus Trust for an informative discussion on estate and incapacity planning, the role of the executor, and how a professional corporate fiduciary can provide expertise, continuity, and peace of mind when it matters most.

Learn more: https://raymondjames.zoom.us/webinar/register/WN_Ry2JjlLaQfiV1nTY7vfzuA #/registration

A great excuse to try somewhere new in Montréal. MTLàTABLE is back with 165 restaurants participating in its 14th editio...
10/15/2026

A great excuse to try somewhere new in Montréal. MTLàTABLE is back with 165 restaurants participating in its 14th edition.

newswire.ca

It's always good to know more about tax implications of property, especially in Ontario!
10/02/2026

It's always good to know more about tax implications of property, especially in Ontario!

raymondjames.ca

Here's a helpful look at the key differences between term and whole life insurance and what to consider when choosing be...
10/02/2026

Here's a helpful look at the key differences between term and whole life insurance and what to consider when choosing between them.

investopedia.com

Important topic right now!
10/02/2026

Important topic right now!

canadiansme.ca

What is the Sharpe Ratio?
09/09/2026

What is the Sharpe Ratio?

investopedia.com

09/09/2026

caranddriver.com

Cross-border finances can come with a lot of questions, and the tax considerations aren't always straightforward.Join us...
09/08/2026

Cross-border finances can come with a lot of questions, and the tax considerations aren't always straightforward.

Join us on September 24 for our next Client Insights Webinar, where specialists from Raymond James Ltd. and MNP will share practical insights into navigating financial matters between Canada and the U.S.

We'll cover key reporting requirements, tax planning opportunities, and some important considerations for individuals and families with connections on both sides of the border.

If Canada and the U.S. both play a role in your financial life, this webinar is for you.

Join us on September 24, 2026, from 10:00 to 11:00 a.m. PT / 1:00 to 2:00 p.m. ET.

To register, please visit: https://raymondjames.zoom.us/webinar/register/WN_OpLQUza9Q-anVqjGhnos-w #/registration

Address

100 Regina Street S. , Suite 175
Waterloo, ON
N2J4P9

Website

Alerts

Be the first to know and let us send you an email when Waterloo Wealth Advisors posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category