Our Focus
These are the ways we help best.
Investments
Insurance
Mortgages
Your mortgage is likely the biggest debt you have. And your home is probably your biggest asset. Shouldn’t it play a key role in your financial plan? Your mortgage needs to be much more than just about the rate. We use your mortgage as the cornerstone to a strong overall wealth plan. As both a mortgage agent and a certified financial planner, we can make this happen.
Book a free consultation
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?
A Better Built Wealth Plan Will Help
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?
A Better Built
Wealth Plan Will Help

905-425-5327 • vws@live.ca
Kathleen van den Berg, MBA, CFP
4 Branthaven Court
Brooklin, Ontario L1M 0B2
Canada