Wilmot Township · New Hamburg · Baden
Financial advisor in Wilmot Township
Faith-guided financial advice for families, farmers and business owners in New Hamburg, Baden, Petersburg, New Dundee and across Wilmot.
Serving Wilmot
Rooted in community, focused on the long term
Wilmot Township is a place of strong roots: farm families, Mennonite heritage, small businesses on main street and growing young families in New Hamburg and Baden. It’s a community known for generosity, from the annual New Hamburg Mennonite Relief Sale to countless quiet acts of neighbourliness.
My approach fits that spirit. I believe money is a tool entrusted to us, to provide for our families, build something lasting and bless others. Together we’ll build a foundation of protection, a steady budget, patient growth and a thoughtful legacy.
And I’ll always explain things clearly, so you never have to make a decision you don’t understand.
What Wilmot clients often ask about
- Farm and family business succession
- Protection for young families with a mortgage
- Retirement for self-employed business owners
- Giving that reflects your values
- Estate preparation for parents and grandparents
How I help
Guidance for Wilmot families and businesses
Comprehensive, principle-based guidance, always beginning with your foundation.
Cash Flow & Budgeting
Understand where your money goes and give every dollar a purpose.
Protection & Insurance
Life, critical illness, disability and living benefits to safeguard what matters most.
Investment Guidance
Segregated funds and annuities to grow and protect your savings.
Tax-Efficient Strategies
Make thoughtful use of RRSPs, TFSAs and more, coordinated with your accountant.
Estate & Legacy
Prepare your will, powers of attorney, and the transfer of wealth and values.
Children’s Education
Use RESPs and government grants to prepare for your children’s future.
Group Benefits
Practical health, dental and protection benefits for small businesses.
How it works
A relationship, not a transaction
Listen
Understand your life, values, and priorities.
Educate
Explain your options clearly, in plain language.
Guide
Help you make informed decisions with confidence.
Walk With You
Ongoing support as life and seasons change.
Nearby communities
Also serving
I also serve Kitchener, Waterloo, Elmira and communities across Waterloo Region.
Questions from Wilmot
Do you serve New Hamburg and Baden?
Yes. I work with families and business owners throughout Wilmot Township, including New Hamburg, Baden, Petersburg and New Dundee.
Can you help a family business plan for the next generation?
Yes. We can look at the financial side of succession, including insurance, retirement income and fairness among children, alongside your lawyer and accountant.
Do you meet with clients in Wilmot?
Yes. I work with individuals, families and business owners in Wilmot and can meet in person, by video or by phone, whichever you prefer.
Is there any obligation in the first conversation?
None at all. It’s a chance to get to know each other, talk about what’s on your mind, and see whether working together makes sense.
Let’s talk
Let’s start with a conversation
Whether you’re in Wilmot or anywhere in Ontario, an unhurried, no-obligation conversation is the best first step.
Call: 226-739-9511Email: [email protected]
