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Wealth & Estate Financial Canada Inc. photo
Wealth & Estate Financial Canada Inc. photo
Wealth & Estate Financial Canada Inc. photo
Wealth & Estate Financial Canada Inc. photo
Wealth & Estate Financial Canada Inc. photo

Wealth & Estate Financial Canada Inc.

Address: 218 Export Blvd Suite 411, Mississauga, ON L5S 0A7, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Planning Personal Financial Planning $100 - $300 Call to Book
Wealth Management $150 - $400 Call to Book
Estate Planning $200 - $500 Call to Book
Insurance Services Life Insurance $50 - $200 Call to Book
Health Insurance $60 - $250 Call to Book
Business Insurance $100 - $300 Call to Book
Investment Advisory Investment Consulting $150 - $350 Call to Book
Portfolio Management $200 - $500 Call to Book
Retirement Planning $100 - $300 Call to Book

What people love

From reviews
Knowledgeable Professional Caring Great advice Dedicated Passionate Honest Experienced Above and beyond Customer service

About this business

WEFCI is an organization that is committed to helping clients learn about their financial goals. We understand client individuality and have a mission of wealth preservation over generations. We have years of experience and success in this field. Seema Sharma is a well-known consultant at WEFCI, located in South Ontario, Canada. The wealth and estate financial professional is a respected name. She holds a professional designation from the Certified Financial Planner (CFP), as well as a Chartered Life Underwriter(CLU), and Certified Health Insurance Specialist (CHS) and Certified Health Insurance Specialist (CHS). She used to work as RBC Insurance’s Regional Vice President before starting her business. Wealth management specialists with hands-on expertise for many years are the head office administrator and offer seminars and workshops on Financial, Investment, and Retirement Planning. Her knowledge of high-net-worth entrepreneurs and medical professionals has led her to specialise in customised financial services for these groups. Local companies have client-tailored Group Benefits and Group RRSPs because of Mrs. Sharma's continual service.

Reviews Summary

The reviews for Seema Sharma are heavily weighted with praise. Not only is Seema acclaimed as knowledgeable and dedicated, but by many as kind and caring too. She is assertively recommended by clients who respect the weight of her work and its benefits for their families. The open and natural way Seema consults allows clients to feel safe, understood and empowered. Many put their faith in her guidance and are satisfied with the results they have reached. The people with whom Seema works confirm this same experience. Members of Seema's team are characterized as professional and considerate, a group that continuously works to bring success to its clients. Seema's all-encompassing advice designed around a customer's goals and circumstances has convinced many that she is an expert in the field. Numerous comments and recommendations point to Seema as a vital part of their team for the long run. Seema is a key consultant in any advising search. She is the solution to the problems one has faced. This consultancy ends with the best outcomes, and your future is safe and strong.

Frequently asked questions

7 questions
What do Wealth & Estate Financial Canada Inc. clients say about the work?
Clients frequently praise Seema Sharma for her extensive knowledge, genuine care for their financial well-being, and her ability to provide tailored solutions. Many highlight her professionalism and dedication, often describing her as a mentor who goes above and beyond for her clients.
Can I get help with estate planning at Wealth & Estate Financial Canada Inc.?
Yes, they offer estate planning as part of their financial planning services. Clients appreciate the personalized approach and the team's commitment to helping them achieve their financial goals over generations.
Does this practice provide life insurance services, and how do clients feel about it?
Yes, they offer life insurance services. Clients have reported excellent experiences, noting the team's professionalism and attentiveness in helping them find suitable insurance options.
What types of investment advisory services does Wealth & Estate Financial Canada Inc. offer?
They provide investment consulting, portfolio management, and retirement planning as part of their investment advisory services. This comprehensive approach is designed to meet diverse client needs.
Who leads Wealth & Estate Financial Canada Inc., and what qualifications do they have?
Seema Sharma, the President, is a highly regarded professional in the financial sector with certifications including Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU). Her experience enhances the firm's credibility.
Can I expect personalized financial planning at Wealth & Estate Financial Canada Inc.?
Absolutely. They focus on personalized financial planning, ensuring that each client's unique circumstances are considered in developing tailored strategies for wealth management and estate planning.
Where is Wealth & Estate Financial Canada Inc. located?
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7, Canada

Location & directions

Mississauga, Ontario
Wealth & Estate Financial Canada Inc.
Wealth Management Companies
Address
218 Export Blvd Suite 411, Mississauga, ON L5S 0A7, Canada
Hours
Open 9:00 AM - 5:00 PM
Wealth & Estate Financial Canada Inc. Reviews · 5.0 average
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