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.

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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.

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