William Barreca, Cfp®, Cim® Email & Phone Number

Hi, I’m William Barreca, and I specialize in helping Generation X families and business owners simplify the task of creating and protecting their wealth. I understand the unique financial challenges Gen X faces, I’m here to help navigate those complexities.I hold both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, and I’m a proud member of the Financial Planning Association of Canada (FPAC). The values FPAC stands for—putting clients’ best interests first and providing comprehensive, unbiased financial advice—are at the core of the work I do with my clients.As an independent financial advisor, I’m not tied to any bank. This allows me to deliver truly objective advice without sales targets or pressure to promote specific products. My goal is to create holistic financial plans that go beyond just managing investments. Whether it’s retirement planning, tax strategies, or estate planning, I help my clients build a complete financial roadmap.Interested in learning more? Send me a DM or email me at william.barreca@ipcsecurities.comYou're also welcome to follow this link & book a meeting https://calendly.com/westendwealth/introcallInsurance products available through Paul & William Barreca

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