Waterloo Wealth Advisors
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Helping business owners & families turn financial complexity into clarity. Based in Waterloo
As your Local Financial Advisor, I partner with clients who want a comprehensive planning approach for their financial affairs. If you are:
➤ Unclear about how your financial picture fits together
➤ Lacking time or expertise for long-term planning
➤ Already stretched thin managing a business or family
➤ Frustrated by growing taxes and tax liabilities now and in the future
➤ Unsure if your investments are on track for short and long-term goals
We can help.
➤ Our family office approach aligns with your financial affairs
➤ We start with your comprehensive wealth and estate plan
➤ Advanced tax and wealth planning strategies to work together towards your goals
➤ Your investments are managed with care and responsibility
Our goal is to bulletproof your finances, so you can focus on what really matters. Available for virtual and in-person meetings.
� Waterloo City Centre, 100 Regina St S, Suite 175, Waterloo, ON, Canada
� (519) 743-7774
� [email protected]
10/02/2026
It's always good to know more about tax implications of property, especially in Ontario!
Passing Down the Family Cottage raymondjames.ca
10/02/2026
Here's a helpful look at the key differences between term and whole life insurance and what to consider when choosing between them.
Term vs. Whole Life Insurance: Choosing the Right Policy for You investopedia.com
10/02/2026
Important topic right now!
5 Best Cybersecurity Solutions for Canadian Small Businesses canadiansme.ca
09/09/2026
What is the Sharpe Ratio?
Sharpe Ratio: Definition, Formula, and Examples investopedia.com
09/09/2026
These Vehicles Are Dead for 2027 caranddriver.com
09/08/2026
Cross-border finances can come with a lot of questions, and the tax considerations aren't always straightforward.
Join us on September 24 for our next Client Insights Webinar, where specialists from Raymond James Ltd. and MNP will share practical insights into navigating financial matters between Canada and the U.S.
We'll cover key reporting requirements, tax planning opportunities, and some important considerations for individuals and families with connections on both sides of the border.
If Canada and the U.S. both play a role in your financial life, this webinar is for you.
Join us on September 24, 2026, from 10:00 to 11:00 a.m. PT / 1:00 to 2:00 p.m. ET.
To register, please visit: https://raymondjames.zoom.us/webinar/register/WN_OpLQUza9Q-anVqjGhnos-w #/registration
09/01/2026
"The special appearance package for the 2027 IS will be limited to just 350 units for North America."
2027 Lexus IS Goes Green with New Special Edition caranddriver.com
09/01/2026
Read about how small and medium sized businesses will be able to access relief funds.
How can businesses access Ottawa's $7.5B tariff-response fund? mississauga.com
09/01/2026
Canada-U.S. trade tensions have escalated again, with 50% Section 338 tariffs now affecting C$28 billion of Canadian exports and Canada pursuing dollar-for-dollar retaliation. While the overall economic impact should remain manageable, pressure will be concentrated in certain trade-exposed industries.
What you need to know as the Canada-U.S. trade dispute escalates raymondjames.ca
08/25/2026
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100 Regina Street S. , Suite 175
Waterloo, ON
N2J4P9
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