Investment Representative
Freedom today. Freedom tomorrow.
Advice that works for you
I offer expert advice that works for you now and in the future – because financial freedom should leave room for you to live. This means having control over your money, doing what makes you happy and focusing on your family, not just your pocketbook. It means following your heart and not being afraid to change your mind. I’ll be here to help you with every step, every decision and every success.
Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists available to me through The Canada Life Assurance Company, I can help you achieve your financial freedom.
Your freedom day awaits
Financial independence is generally used to describe the state of having sufficient personal wealth to live, without having to work actively for basic necessities. For financially independent people, their assets generate income that is greater than their expenses.
Charitable giving
If charitable giving is an important part of your financial strategy, I can work with you to ensure the funding of your favorite charitable organizations is considered in your estate plan.
What people are saying...
I highly recommend Werner if you are looking for a knowledgeable and thorough advisor to assist you with your financial planning needs. He is personable, and proactive in his endeavors, and will leave no stone unturned to find a solution that is right for you.
Make saving simple
Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.
Take action
Are you ready to take the next step towards planning for your financial future? Contact me today if you'd like to meet and discuss your financial needs.
Book an appointment with me today if you'd like to meet and discuss your financial needs.
Canada Life Investment Management - Opens in a new window brings together leading investment managers to offer a relevant and diverse fund line-up that meets your needs through today’s changing market dynamics.
Whether you plan to help fund your child's education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan.