Somewhere in here is the key to your retirement. Dan Willett Financial will help you find it.
Posted at 01:01 PM
Wednesday, September 13, 2017
Often times, executives of the company are not adequately covered by the group benefit package. Find out what you may be missing. Call Dan Willett Financial 705-645-7850
Posted at 05:21 PM
Tuesday, June 16, 2015
Financial planning is a dynamic ongoing process that takes into account the “whole you”. Your financial life – your income, assets, liabilities, and your personal life – your values, dreams, wants, needs etc. The result is a custom-tailored strategy that will help you achieve your financial goals. A personal plan that will show you how to optimize your financial decisions – now and in the future.
Posted at 01:16 PM
Tuesday, September 30, 2014
Dan Willett, working through Peak Investment Services Inc, offers a full range of mutual funds. With the ability to offer mutual funds through most major companies, there is a solution that will work for every client. The ability to pick and choose from different fund companies allows portfolios that can meet your changing needs. We can structure a portfolio that also meets your risk tolerance.
Posted at 10:12 AM
Wednesday, September 10, 2014
Group Insurance Packages To maintain a high level of service and commitment to you and your employees, and to ensure that you receive the highest quality benefits at a competitive and fair cost. We strive to make sure you understand your benefit plan and the costs associated with the plan. We take pride in providing optimum service.
Posted at 11:51 AM
Tuesday, August 12, 2014
Insurance is an important part of any financial plan. Insurance is designed to protect you and your family for unforeseen situations. We are all very concerned about insuring that our material goods such as our house and car are looked after but what about your earning potential? Dan Willett is able to offer insurance from 20+Canadian Insurance companies to uniquely meet his clients’ needs.
Posted at 03:20 PM
Tuesday, August 5, 2014
If you are concerned about when you can retire, and whether you will have enough retirement savings, you probably need a financial plan. Financial planning covers “the big picture.” It’s simply your list of short- and long-term goals and a plan of how you’re going to spend (and save) your money to achieve those goals. Call Dan Today for all your Financial needs.
Posted at 03:45 PM
Tuesday, June 3, 2014
Dan Willett, working through Peak Investment Services Inc, offers a full range of mutual funds. With the ability to offer mutual funds through most major companies, there is a solution that will work for every client. The ability to pick and choose from different fund companies allows portfolios that can meet your changing needs. We can structure a portfolio that also meets your risk tolerance.
Posted at 10:06 AM
Monday, May 26, 2014
Financial planning is a dynamic ongoing process that takes into account the “whole you”. Your financial life – your income, assets, liabilities, and your personal life – your values, dreams, wants, needs etc. The result is a custom-tailored strategy that will help you achieve your financial goals. A personal plan that will show you how to optimize your financial decisions – now and in the future.
Posted at 02:51 PM
Monday, May 19, 2014
Dan Willett, working through Peak Investment Services Inc, offers a full range of mutual funds. With the ability to offer mutual funds through most major companies, there is a solution that will work for every client. The ability to pick and choose from different fund companies allows portfolios that can meet your changing needs. We can structure a portfolio that also meets your risk tolerance.
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Somewhere in here is the key to your retirement. Dan Willett Financial will help you find it.
