Most consultations tell you what you already know. Ours starts with a financial snapshot built around your income, age, goals, and gaps — so every minute is specific to you.
45 minutes. Zero obligation. Canada-wide via Zoom.
After you book
Every session follows the same 4-part structure. You'll leave with a clear picture of exactly where you stand — and what to do next.
We walk through your pre-session intake form together — income, accounts, coverage, and goals — to build a single picture of where you actually stand right now.
📊 Snapshot built before we meetWe identify your 3 highest-priority gaps — the places where money is leaking, underperforming, or unprotected. Every finding is quantified in real dollars, not vague recommendations.
💡 Specific to your income & provinceFor each gap, we walk through the specific move that closes it — RRSP timing, seg fund structure, insurance cost, TFSA sequencing. Not generic advice — your situation, your numbers.
🎯 Tailored to your life stage & goalsWe give you a prioritized action list — with or without us. If we're a fit for deeper engagement, we'll explain how. If not, you leave with everything you need to move forward independently.
✓ Zero obligation to continueIf we're not the right fit for your situation, we'll tell you honestly — and point you toward who is. Our advisors are compensated only when they genuinely help you find the right product. The strategy session itself has zero strings attached.
No catch. WealthFusions advisors are contracted through World Financial Group Canada. We are compensated when clients choose to implement insurance or investment products through us — and only when that's genuinely the right move for them. The strategy session is always free because we believe in demonstrating value before asking for anything. You are under zero obligation to continue after the session.
You'll speak with an LLQP-licensed financial advisor contracted through World Financial Group Insurance Agency of Canada Inc. (WFG). Our advisors hold product authorizations with IA Financial, Equitable Life, Manulife, and 10+ other leading Canadian carriers. Every session is conducted by a licensed advisor — not a junior associate or sales representative. Licensing information is available upon request.
After booking you'll receive a short 5-minute prep form by email. It covers your accounts, approximate balances (ranges are fine), current insurance, and income level. The more context you give, the more specific and useful the session will be. You do not need to bring any documents — rough estimates work perfectly.
Many clients book for a second opinion, especially around tax strategy, seg funds, or insurance reviews. Because our advisors hold authorizations across 12+ carriers and earn nothing from the consultation itself, we can give you an unbiased view of whether your current setup is optimal — and bring specific alternatives if it isn't.
Our advisors are authorized for: segregated funds (RRSP, TFSA, FHSA, RESP, non-registered), term life, universal life, whole life, critical illness, disability insurance, group benefits, annuities, and investment loans. Carriers include IA Financial, Equitable Life, Manulife, ivari, Foresters, Empire Life, iA Excellence, iA Clarington, Canada Protection Plan, and Beneva.
Within 24 hours you'll receive a written summary: your financial snapshot, the gaps identified, the strategies discussed, and your prioritized action list. You're welcome to implement everything independently — we fully support that. If you'd like to explore working together, your advisor will explain your options with no pressure and no obligation.
Yes. Sessions are conducted via Zoom and are available to clients across all Canadian provinces. Our advisors hold LLQP licensing with authorizations in their respective provinces. If you have a question about your specific province, email us at info@wealthfusions.com before booking.
Our free calculators let you see your tax gap, insurance needs, and retirement runway before you ever speak to anyone.