Our Process Eliminates Guesswork

Tell us your goals

Whether it’s saving for the vacation of a lifetime or putting money aside for your children’s education our process is geared to help you achieve your goals.

We’ll recommend a plan

Once we have your financial goals in place we’ll work with you to create a plan on how best to invest your money.

Create Expectations

The WEALTHplan Investment Policy Statement is an invaluable tool that outlines what to expect from your investment portfolio.

On-going review

We’ll monitor your progress and performance and make sure you stay on track.

We have trusted WEALTHplan and  Gennaro with our finances for the past 9 years. His guidance and financial consultation along with his expertise and realistic approach to finances have helped us succeed in our financial goals.  He takes the time to listen to our needs, identifies our priorities and helps us take the necessary steps to achieve our short and long term financial objectives.  We have confidently referred Gennaro and WEALTHplan to our family and friends.

Joseph & Eleonora Maniglia, Woodbridge, ON

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