If what you knew to be true about your financial world was not true, when would you want to know?


Safe Withdrawal Rate

If you are not familiar with the term “Safe Withdrawal Rate” you should be.   Its the key factor to guide you in determining how much money you can withdrawal from your savings each year once you reach retirement.     Nobody wants to run out of money.    So using this...

How we benefited from the Coronavirus stock market crash Part II – Whole Life Insurance and the Coronavirus Crisis

In Part I of Whole Life Insurance and the Coronavirus I illustrated how our insurance policies rescued us from a potentially financially devastating situation last March when the full impact of the Coronavirus hit Canada.   I encourage you to read Part I and how...

Classic Financial Planning Mistakes

I believe there are core financial planning beliefs that benefit financial instutions and not Canadians.    Which is why my wealth planning process is significantly different then most.  To get a taste of how you may be on the wrong track, consider listening to this...

A Better Built Wealth Plan Will Help

Our Services

Are RRSPs the best way to save for retirement?
Is there a way to tackle debt quicker?
Is real estate investing smart?
What is the best type of insurance to have?
Is there a way to pay less tax?

About Us

By implementing a six- step wealth strategy system, we regularly achieve projections in your long term wealth by 30% more than your current plan. Improve your monthly cash flow and build significantly greater wealth.

905-425-5327 • vws@live.ca

Kathleen van den Berg, MBA, CFP

4 Branthaven Court
Brooklin, Ontario  L1M 0B2