Wes Boag, Cfp

Wes Boag, Cfp Email and Phone Number

Forward thinking independent financial advice @ Paradigm Wealth Management at iA Private Wealth Inc.
toronto, ontario, canada
Wes Boag, Cfp's Location
Canada, Canada
Wes Boag, Cfp's Contact Details

Wes Boag, Cfp personal email

About Wes Boag, Cfp

Wes Boag, Cfp is a Forward thinking independent financial advice at Paradigm Wealth Management at iA Private Wealth Inc.. He possess expertise in estate planning, financial advisory, financial planners, pensions, retirement savings and 20 more skills. Colleagues describe him as "Wes Has a sound knoweldge of Investment planinig and more over he is a kind hearted great individual who allways give first priority his clients" and "My wife and I engaged Wes when we began planning to buy our first house. We have worked with him to manage our savings and to ensure we had adequate insurance coverage. Wes is excellent to work with, very responsive, and understands our particular needs. I strongly recommend Wes's services and look forward to continuing to work with him for a long time."

Wes Boag, Cfp's Current Company Details
Paradigm Wealth Management at iA Private Wealth Inc.

Paradigm Wealth Management At Ia Private Wealth Inc.

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Forward thinking independent financial advice
toronto, ontario, canada
Employees:
2
Wes Boag, Cfp Work Experience Details
  • Paradigm Wealth Management At Ia Private Wealth Inc.
    Investment Advisor And Financial Planner
    Paradigm Wealth Management At Ia Private Wealth Inc. May 2022 - Present
    Toronto
  • Paradigm Wealth Management
    Certified Financial Planner
    Paradigm Wealth Management May 2018 - May 2022
    Toronto, Ontario, Canada
    Paradigm Wealth Management is a client focused wealth management firm servicing the Greater Toronto Area. As a founding Partner and Certified Financial Planner, my ultimate commitment is to always place our clients’ interests first, dealing fairly, honestly and in good faith. At Paradigm we believe that all of our clients, regardless of the amount of savings they have, deserve a fiduciary standard of advice, without compromise. It is our duty, and the expectation of our clients, to know that they come first. Every financial plan built, or recommendation made, is done objectively and with integrity. We feel this goes beyond any legal or moral obligation. We believe it is the right thing to do. At Paradigm Wealth Management, we are not tied to the financial solutions or products of any one financial company. Through our relationship with iA Private Wealth and IDC Worldsource Insurance Network, we have access to all of the most reputable investment and insurance companies in Canada. This ensures no compensation conflicts that arise from dealing exclusively with one company. Our financial recommendations are based solely on what will best help our clients reach their goals.
  • Investors Group Financial Services Inc.
    Financial Planner
    Investors Group Financial Services Inc. Jun 2008 - May 2018
    Toronto, Canada Area

Wes Boag, Cfp Skills

Estate Planning Financial Advisory Financial Planners Pensions Retirement Savings Insurance Retirement Planning Financial Planning Critical Illness Investments Finance Investment Advisory Income Protection Asset Allocation Wealth Management Mutual Funds Strategic Financial Planning Investment Strategies Wealth Accumulation Disability Insurance Wealth Personal Finance Strategic Financial Critical Illness Protection Retirement

Wes Boag, Cfp Education Details

Frequently Asked Questions about Wes Boag, Cfp

What company does Wes Boag, Cfp work for?

Wes Boag, Cfp works for Paradigm Wealth Management At Ia Private Wealth Inc.

What is Wes Boag, Cfp's role at the current company?

Wes Boag, Cfp's current role is Forward thinking independent financial advice.

What is Wes Boag, Cfp's email address?

Wes Boag, Cfp's email address is we****@****ail.com

What schools did Wes Boag, Cfp attend?

Wes Boag, Cfp attended The University Of Western Ontario, York University, Financial Planning Standards Council.

What are some of Wes Boag, Cfp's interests?

Wes Boag, Cfp has interest in Animal Welfare, Education, Environment, Health.

What skills is Wes Boag, Cfp known for?

Wes Boag, Cfp has skills like Estate Planning, Financial Advisory, Financial Planners, Pensions, Retirement Savings, Insurance, Retirement Planning, Financial Planning, Critical Illness, Investments, Finance, Investment Advisory.

Who are Wes Boag, Cfp's colleagues?

Wes Boag, Cfp's colleagues are Harry Williams.

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