Our Story

It is important that our clients are aligned with our core values. Our values define every aspect of how we work in partnership with you.

 

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ACCOUNTABILITY

We believe we have a responsibility to simplify, organize and coordinate all aspects of your wealth in an exceptional manner.

We want you to know that you and your family are well taken care of.

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SINCERITY

We believe our sincere interest in you and what matters to you is fundamental to delivering our exceptional experience.

We want you to feel like you are part of our exclusive family.

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SIMPLICITY

We believe it is our responsibility in this fast-paced and complex world to help you completely simplify your wealth management.

We want you to focus on the freedom to live the life you choose.

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EXPERTISE

We believe our decades of experience and professional qualifications are the foundation of the expertise we provide.

We want you to trust the guidance & advice we provide.

 

 

 

 

 

The purpose of our partnership is to provide you the freedom to live the life you choose…in other words, Live Your Dream.

 

We achieve this by incorporating our core values, our 20+ years of experience, and our unwavering commitment to care for you and your family. In our long-term relationship, we will care for you above and beyond your finances. You will never be just “a number” in our practice because we keep our client families at a manageable level where relationships and service are never jeopardized.

We simplify the complex matters to:

Provide security and comfort to you and your family

Allow you to focus on enjoying life day by day

Help you keep more of your money and protect what you have

Guide you ‘to and through’ retirement

Take care of those who depend on you

Leave a legacy for the people and causes you care most about

Freedom to Live Your Dream

In our view, simplicity promotes clarity which is directly related to accountability and success. Every aspect of our process is designed to promote transparency and to foster understanding. This ultimately leads to peace of mind and the freedom to live the life you choose.

 

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Our Group

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Kristine Douglas, HBA, CFP®

Financial Planner®

Kristine has thoroughly enjoyed advising clients and their families on their financial and lifestyle goals for over 22 years. She loves having the opportunity to make a real difference in her clients’ lives and guide them through their life transitions...
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Stephen Douglas

Office Manager

Stephen has been a key member of our team for the past 19 years following a successful carrier in Corporate Retail management, after he graduated from the University of Western Ontario with a Bachelor of Science degree. Stephen delivers a professional...
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Lynn Edwards

Licensed Assistant

Lynn joined our group in 2006. As a Licensed Assistant, she helps Kristine with the preparation of client reviews, financial planning, and implementation of our Wealth Management Experience. Lynn also provides a check and balance system of our financial transactions...
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Jonathan Verity, MBA, CIM®, FCSI®

Associate Advisor

Jonathan joined our team in 2022. He supports our commitment to provide clients with an exceptional experience that builds financial prosperity and peace of mind. His extensive background, diligent nature, and enthusiasm for thoughtful financial advice assists us in...
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Kate Verity

Licensed Assistant

Kate joined our team in 2022 as Licensed Assistant, ensuring a seamless client experience and a warm and friendly environment for all our clients. Kate is an efficient problem-solver, exceptionally organized, technically-savvy, detail-oriented, and delivers a high...
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Our Consultants

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Rahim Dhalla, CIM

Director, Portfolio Management, Counsel Portfolio Services

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Sabrina Smith

Mortgage Agent (Lic#M08003978) Mortgage Intelligence (Lic#10428)

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Jennifer Jacobs, BA, CFP, CLU, CHS, EPC

Specialist in Insurance Solutions

 

 

Let's Start a Conversation...

We are committed to working with an exclusive group of exceptional individuals and families.

If you feel your story is a good fit with ours, let's begin a conversation.

Phone: 416-481-3433

Email: info@wealthyplanning.com

3402 Yonge Street, Suite 201,
Toronto, ON, Canada