Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Established Family

Families with older children need a wise cash flow management plan..

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Retiree

Careful planning can help to ensure a high income level during retirement.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

Mission Statement

Willow Tree Wealth Management is a financial planning firm dedicated to providing business owners, individuals and families with solutions to ensure long-term financial security. We are committed to achieving the highest levels of customer satisfaction through professional excellence and integrity.

Vision Statement

Willow Tree Wealth Management provides service in an honest, ethical and thoughtful manner, respecting and helping each individual client to grow and protect their wealth in the most tax efficient way. Because we value efficient, innovative, cost-effective and solution-oriented services, we will be recognized as proactive, results-oriented leaders who work in collaboration with their clients to offer excellence in strategic financial management.

Review us on Google!

Willow Tree Wealth is a distributor for The Canada Life Assurance Company

If you are a client with any London Life, Great West Life or Canada Life insurance or benefits, your policies and advisors will remain the same.

Click on the button below to read the full press release for more information!

Press Release

How We help

Protecting Your Family

Without barely a moment’s thought, you would protect your family from…

Your Legacy

You have worked all your life and saved for retirement. What other planning work…

Your Retirement

After years of living the “rat race”, you are looking forward to the day when you…

Young Family

You get home from work, your spouse is tired, and the baby just spilled spaghetti…

Retiree

During the last market downturn a few years ago, retirees who had all their…

Your Child’s Education

First you were putting on their diapers. Then you walked them to their kindergarten…

The Magic Ingredient Behind Wealth (It’s Not What You Think)

•

May 12, 2025

There’s a story that gets passed around the financial world—about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built a reputation for helping local farmers understand the real power behind long-term investing. Nothing flashy. No gimmicks. Just

Have You Protected Your Most Valuable Asset?

•

May 12, 2025

Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset is your ability to earn an income. It’s the engine that keeps everything else in your financial life

Late-Career Retirement Planning Possibilities

•

May 12, 2025

Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians let out a collective sigh of relief. Even a few hundred bucks a month can make a big difference in retirement, especially if you’re trying to stretch your