Beyond stocks, bonds and mutual funds

Wealth Creation, Growth and Preservation

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With over 34 years of global financial market experience, we are

Helping you achieve financial freedom

When it comes to your financial future, the decisions you make today can change the course of your life.

“Choosing the best financial strategy for you, as your unique situation evolves from savings to retirement to estate planning, requires in depth navigation of these complex matters. Our process provides you with easy-to-understand recommendations so you can make financial decisions with confidence - and we will help you implement them every step of the way."

Meet Tim

Tim offers sound, honest, financial advice based on over 34 years of global market experience, education, and knowledge.

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Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

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Client Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

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"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for." - Robert Kiyosaki

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Price is what you pay. Value is what you get.

Commitment to Value

Tim's actions are driven by trust, reliability, empathy, prudence, and innovation. He is committed to contributing positively to the quality of his clients’ lives, and their financial future. With respect and confidentiality, he will give priority to your goals and concerns and work exclusively for your benefit. Tim's goals are to:

Make the complicated simple.

Assist you in defining your family’s ‘Financial Vision.’

To be your ‘go-to’ financial partner.

Form a trusted ‘win – win’ partnership.

Tim Wilson

Direct Line – 416-602-4830
E-mail - Tim.wilson@manulifesecurities.ca

Who I am

CFP and CIM (1999)
1999 to present: managing private, family wealth.
Currently a Financial Advisor with Manulife Wealth Inc., Oakville

Goals

Make the complicated simple.
Assist you in defining your family’s ‘Financial Vision.’
To be your ‘go-to’ financial partner.

Financial Markets Experience and Qualifications

1986 to 1998: Equity and Bond Trader, Toronto, Tokyo, Singapore and London UK.
The Dow up through 2000 points for the first time and subsequent 1987 stock market crash.
Witnessed firsthand the peak of the Japanese real estate bubble and stock market.
Advised Central Banks, global private banking firms, banks, insurance companies and institutions on Canadian economic conditions.
CFP and CIM (1999)
1999 to present: managing private, family wealth for Canadians.

Guided clients through the ‘Dot-com’ bubble, the subsequent three year bear market and the 2008 Financial Crisis.
Experienced in managing Risk
Skilled at building resilient portfolios
Providing general tax and wealth related legal advice
We do not actively trade securities and we are not accountants nor lawyers.
BA, Economics

Exceeding your expectations every day.

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

6-step Financial Strategy Process

STEP 1: Establishing and defining the client-advisor relationship

We explain or document the services to be provided and define the responsibilities along with the responsibilities of the client. The advisor and client should agree on how long the relationship will last and on how decisions will be made.

STEP 2: Gathering client data and determining goals and expectations

We will ask about your financial situation, personal and financial goals and attitude about risk. We then gather all necessary documents at this stage before giving you any sound advice.

STEP 3: Analyzing and evaluating the client's financial status

We analyze the information to assess your current situation to determine what must be done to achieve your goals. Depending on the services requested, this assessment could include analyzing your assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives

We will offer educated recommendations that address your goals, based on the information you have provided. We review our professional recommendations with you to allow you to make the best informed decisions. We listen to your concerns and considerations, and revise our recommendations as appropriate.

STEP 5: Implementing the financial strategy recommendations

We work with you to agree upon how each recommendation should be carried out. Together, we may choose to have us carry out the recommendations for you or serve as a "coach", coordinating the process with you and your professionals such as attorneys or stockbrokers.

STEP 6: Monitoring the financial strategy recommendations

Together we will agree upon who, and how, we will monitor your progress towards your financial goals. We report to you periodically to review the financial situation and adjust any recommendations as needed. As our client, we will always keep you informed and knowledgeable when it comes to your financial strategy and situation.

Services & Solutions

It all starts with a plan

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

Travel, Life and Health insurance
Disability and Critical illness protection

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Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

Registered retirement plans (RRSP, RRIF)
Locked-in retirement account (LIRA)
Registered education savings plan (RESP)
Tax-free savings account (TFSA)

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.

TRY THESE ESTATE PLANNING RESOURCES

Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

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Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

Group benefits & Group retirement
Group pension
Competitive employee benefits
Business and key-person insurance

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.

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Banking Solutions

For more information on services and solutions for your financial needs...

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