Wilson’s unique expertise lies in understanding the specific challenges faced by healthcare professionals and business owners. His holistic approach focuses on reducing debt, increasing wealth, minimizing taxes and designing financial plans that are exactly aligned with the personal and professional aspirations of clients.
He is passionate about building lasting relationships and he believes financial plans should go beyond the numbers. He prides himself on providing tailored strategies that enable clients to make confident decisions for their future. The recommendation is clear, actionable and results-oriented, whether it is optimizing cash flow, balancing salary with dividend income, or maximizing investments like Registered Retirement Savings Plan (RRSP) and Tax-free Savings Account (TFSA).
Wilson is also committed to financial education. He aims to simplify complex financial planning topics to help clients and prospects understand the value of comprehensive plans. His approachable style makes him a trusted consultant for those who seek clarity and peace of mind in managing finances.
| Serve | • Financial Planning • Investment plan and implementation •Pay-only plan |
| major | •Comprehensive financial planning • Insurance plan •Partnership management as appropriate |
| Payment model | • Fees paid by clients based on assets managed by consultants •The fees paid by the customer (not based on assets) •Committee |
| Writing and speaking in language | • English |
Why did you become a planner?
I became a financial planner because I was passionate about helping others have clarity and confidence in their financial life. Just like coaching athletics, it makes sense to guide individuals in making decisions and build confidence in their abilities. Seeing the stress and uncertainty that financial challenges can bring, I was inspired to create solutions that allow individuals and families to control their future and achieve their goals.
What is your financial planning method?
At Moraine Wealth, our approach to financial planning focuses on your goals and values to ensure that each strategy aligns with what matters most to people. We prioritize transparency, provide clear advice and fee structure so you can make informed decisions confidently.
What are your most proud achievements as a financial planner?
When I do pro-state work for individuals, they get horrible advice from others, and when I see them, they often shed tears. It’s great to help people who are desperately in need of it. You can hear the comfort of their voices.
What are the customer success stories you can share?
I was able to save potential clients nearly $500,000 in tax by identifying a major issue with their real estate plans on the initial discovery call.
What would you do if money was not the object?
I would travel the world and learn how to cook from the best chefs. I love cooking, so this would be one of the ideal things.
