Westdale Financial Services - Canada

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Westdale Financial Services is the approved business name for Stephen Fricker, CFP who is licensed under Worldsource Financial Services, The Gryphin Advantage and Ten Star Insurance Brokers to access a variety of investment and insurance solutions for his clients. In addition Steve is a member in good standing of the Financial Planners Standards Council and ADVOCIS , (The Financial Advisors Association of Canada).

This is Steve's 32nd year in the Financial Services business during which time he has operated in various corporate insurance, investment and management roles before changing his focus to private practise in 2001. Westdale Financial Services was founded in 2006 and serves over 150 households in the greater Hamilton area.

Core Services:

•    Investment Account Design and Pro-active Management

•    Retirement Income Planning

•    Tax Savings Planning using RRSP's, TFSA's, RESP's, Joint Accounts, Corporate Class structures, Planned Giving

•    Insurance Analysis; Income Security Planning for Families;Risk Management for Business Owners and implications to Estate Issues.

 

Contact:

Stephen G. Fricker, B.Sc. CFP

Certified Financial Planner

Westdale Financial Services
Worldsource Financial Management Inc.
8 Grandview Ave
Stoney Creek, ON
L8E 5A5 Canada

b: 905 667 2112
f: 289 656 1605