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tim@timweichel.ca
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Live the lifestyle you want

Video: Words of wisdom from today’s retirees

How we are uniquely able to assist you in reaching your financial goals:

  • Our planning encompasses your entire financial well-being – not just your investments
  • We offer the option of working holistically or “a la carte” with you on specific areas of concern such as:
    • A free second opinion on your retirement readiness and investments
    • Developing a personalized retirement income plan
    • Allocating your savings and investments based on your goals and personality
    • Protection against the financial consequences of accident or illness
    • Preservation of the value of what you pass on to your family and charities
    • Cash flow, debt management, banking, and borrowing
    • Maximizing your savings for children’s education
    • Minimizing the taxes you pay
    • Your business insurance and investment needs
  • We are objective as we have no obligation to meet sales quotas set by any bank, investment dealer, or insurance company
  • Fees are transparent and included in the product solution if you choose to purchase a financial product through us
  • We offer insurance and investment solutions from brand name financial institutions you recognize, and discretionary portfolio managers who provide both managed accounts and low-cost ETF portfolios
  • Our appointments take place in your home, office, or a location convenient for you 
  • We stay in touch – at least quarterly
  • Our referral network includes trusted expert legal, accounting and banking consultants

Read more about TIm Weichel’s background and qualifications…

Here is how one client sums it up:

“I have had the privilege of serving Tim as business solutions provider for many years and now enjoy the wisdom of all his collective years in business and in life, particularly on how to achieve true financial freedom. Tim has provided me with the opportunity to learn what true professionalism looks like in action. His guidance has been invaluable and is rooted in him being an exemplar of what he teaches and advises first. His disciplined and practical approach to finance and life has created immense trust between us where I am now confident to continue on a path that will ensure the continued financial stability and freedom I now enjoy. If you are serious and passionate about your life and your financial well-being then look no further than Tim. He is, without reservation, a true Master and incredible Guide. I feel very blessed to have Tim in my corner!”  

June 8, 2016 Greg Magennis, Founder & CEO Axiom HRD 

 

 

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