Fonthill, ON L0S1E0
The road to successful financial planning is long and winding. As a fact of life, this journey will be dotted with detours, potholes and bumps. Regardless, it is important to focus on the longer term, all the while, forging ahead to your well-planned destination.
Tired and frustrated of dealing with multiple companies and advisors for retirement planning, wealth accumulation and asset protection planning? You need not be!
Ask yourself what “Financial Planning” means to you. Most people just focus on investing for retirement when in fact “Good Financial Planning” involves a living, breathing process, encompassing all of the following:
- smart money management
- investment planning
- retirement planning
- asset protection
- risk management
- insurance strategies
- estate planning
- wealth management
- taxation strategies
We have a solid team of well-established industry partners; at-the-ready, to tailor solutions designed for you. Sound, unbiased advice, in the pursuit of achieving your plans and goals, is what we have to offer.
Client involvement is our way of business and none of us would have it otherwise.
“I had Lance Wiebe’s full attention when I explained to him my present and future financial difficulties. Mr. Wiebe had my full attention when he laid forward his ideas and suggestions. Bottom line, he saved me and my son a considerable amount together with a comfortable plan for my retirement.
He has made the first day of the rest of my life the way it should be. It is called the “Golden Years”. I would be pleased to be a reference for Mr. Wiebe.”
~ D.B. Rogers
"Driven from our Wellness initiatives, we organized a series of four Lunch & Learn sessions for our employees.
Lance and David were very professional and courteous in their delivery, very thorough in their answers, their knowledge was broad, their material was interesting, easy to follow and understand. I was very pleased that, together, we could achieve our goals of adding value to our employees.
I would not hesitate to recommend Lance and David for any employer who is looking to provide quality financial guidance to better prepare them for the present and future."
~ Benoit Nolet
Lance has a passion for finances. He is meticulous in facilitating the best financial plan for his clients. Through Lance's expertise, my debts have been consolidated and I now have a financial strategy for my future that focuses on a healthier financial state. I feel more comfortable and confident about my economic future.
~ Sasha Moskwyn
Lance Wiebe, CFP, CPCA, BASc.
My career as a Professional Engineer began on the manufacturing side of business focusing on the importance of attention to detail and continuous improvement through teamwork, communication and understanding the requirements and expected results before making changes. Successfully applying this philosophy I moved up the ranks of management over the next 20 years to running several Fortune 500 manufacturing operations.
Realization came, through applications of financial planning and monitoring of the businesses that many principles in business could be applied to personal finance but were not generally known. Appreciating this and feeling there was a great need for personal financial planning in today’s complex financial world, I recognized that comprehensive financial planning was my passion and with the strong support of my wife and family made the decision to make this my full time career.
Ensuring my qualifications were of the highest level, for the benefit of my clients, I successfully completed the Canadian Securities Course (CSC) 1 and 2 at Honors level, achieved the Dean’s List for Financial Planning, achieved Certified Financial Planner (CFP) designation, Certified Senior Advisor (CSA) and Life insurance license. I then began my Financial planning career with a Fund company. Deciding the best way to give unbiased financial advice was to be a part of an organization also setting higher standards composed only of financial professionals and not tied to any specific fund company I joined Desjardins Financial Security.
My business focus is development of long term strategies to improve the living standards of clients now and in retirement through innovative products and quality professional financial planning. I currently sit on the Board of Directors of the Rotary Club of Fonthill and I am a member of the Canada Day Committee for Pelham and the Estate Planning Council of Niagara.
The success of my business is based upon a solid understanding of my clients goals both short and long term and developing a long term working relationship.I enjoy teaching the general public about Financial Planning matters and have conducted over 30 seminars throughout Southern Ontario. I also teach a Credit Course at Niagara College on Financial Planning.