Wagner, Livock & Associates Financial Services Inc.

Comprehensive range of asset management services and strategies designed to help you optimize your investments and meet your financial goals. Assess your personal and family tax situation and incorporate proven tax-minimization strategies into your financial plan and investment portfolios. Comprehensive six-step process designed to maximize the value of your financial resources and illustrating the sustainable roadmap to meeting your retirement goals. Illustration and projections of tax liability and distribution of assets, ensuring your wishes are respected and followed in a tax-efficient manner. Robust range of risk management solutions available to help you mitigate potential financial risks and safeguard your assets, ensuring financial stability. For over 60 years, Wagner, Livock & Associates Financial Services Inc. (WLA), has provided financial planning services, solutions and products to individuals and businesses. Based in the Kitchener-Waterloo region, we service Canadians nationally through a team of professional accredited financial planners.

Wagner, Livock & Associates Financial Services Inc.
2-379 Queen Street South Kitchener, ON N2G 1W6