Bid farewell to financial worries and hello to financial wellness with Wealthstack. Our innovative Dashboard helps you stay on top of your finances and achieve your goals, one step at a time.#financialwellness #financialplanning #wealthstack Check out how you take your first step with Wealthstack. https://buff.ly/3AJyApM
Wealthstack
Financial Services
Oakville, Ontario 892 followers
Reach your financial goals with peace and clarity with your secure financial dashboard and our Wealthstack Experts!
About us
Welcome to Wealthstack - where finance wellness meets simplicity. You can consolidate your benefits, insurance, and investments on an easy-to-use dashboard. Wealthstack is more than just a platform; it’s your partner for financial wellness. Your financial story is unique, and our dedicated Wealthstack Experts are real people ready to help you navigate and reach your goals. Worried about reaching your financial goals? Our WealthScore keeps you informed and guides your next steps, whether you're just starting out or a seasoned investor. Your data and decisions matter at Wealthstack. We prioritize the security and privacy of your financial info, providing a safe space for your important documents and future plans. Join Wealthstack, let's journey together, and make your money work for you. Learn more at www.wealthstack.ca. #FinancialWellness #Wealthstack
- Website
-
https://wealthstack.ca/
External link for Wealthstack
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Oakville, Ontario
- Type
- Privately Held
- Founded
- 2020
- Specialties
- Financial Planning, Financial Advisors, Financial Dashboard, Insurance, Investments, Estate Planning, Personal finance, life insurance, RRSP, TFSA, Segregated, Life Insurance, Disability Insurance, Critical illness insurance, Non-registered, and Registered
Locations
-
Primary
Get directions
2115 South Service Road
Oakville, Ontario LGL 5W2, CA
Employees at Wealthstack
Updates
-
At Wealthstack, we get that your financial needs go beyond just one area. That’s why we take a holistic approach, covering everything from investments and insurance to estate planning. Our goal? To create a personalized strategy that keeps you on track with your long-term goals. Ready to see how it all comes together? Book a demo today! https://lnkd.in/dDKb643J
-
-
The Vault: Your Financial HQ Finding important documents when you need them most can be frustrating. That’s why we’ve created the Vault, a new feature on the Wealthstack Dashboard. The Vault securely stores all your key documents—like wills, policies, and financial statements—in one place. No more searching through piles of paper or endless folders. Want to see how it works? Book a demo today. https://lnkd.in/dDKb643J #Wealthstack #FinancialPlanning #Organization
-
-
Start by understanding your spending habits! With a clear picture, you can create a budget that helps you achieve your financial goals and stay on track. Click here to use our free budgeting tool! https://lnkd.in/dkgfhR7A #Budgeting #FinancialWellness #Wealthstack
-
-
"Wealthstack has been incredible at helping us think through and maintain our wealth plans." Dr. M. Duvenhage & Mr. B. Duvenhage 💡 Curious how they did it? Click here to read https://lnkd.in/dDKb643J their story and discover how Wealthstack can help you too.
-
-
With people living longer, employees 1.5X more capital to retire! Wealthstack’s financial wellness program helps business owners support their teams with tools to ease financial worries and increase focus at work. Caring for your employees starts here. 💼 Our WealthVoucher Program helps businesses empower employees to save and plan for their future. Ready to make a difference? Learn more today https://lnkd.in/gHepzceD
-
-
Are you a medical professional in Canada? At Wealthstack, we understand how demanding your work is. Between patient care and long shifts, finding time to manage your finances can feel overwhelming. That’s where we come in. Wealthstack brings clarity and peace to your finances, so you can focus on what truly matters. 🔗 Book a demo today to see how we can help. https://lnkd.in/dDKb643J
-
-
Thinking about saving for your child’s education? Here are 4 big advantages of a Registered Education Savings Plan (RESP): 1️⃣ Tax-Free Growth 2️⃣ Government Grants 3️⃣ Investment Control 4️⃣ Flexible Withdrawals An RESP is one of the best tools for saving for post-secondary education in Canada. Want to learn more? Check out our blog: Maximize Your Child's Future with an RESP https://lnkd.in/dvpbjdkQ
-
-
-
-
-
+1
-
-
Looking for financial clarity and peace of mind? Our all-in-one dashboard helps you stay on top of your finances with ease. Set up a demo with one of our financial advisors today: https://lnkd.in/dDKb643J
-
RESP Contribution Rules: What You Need to Know 💡 Planning to save for your child’s education? Understanding the contribution rules can help you make the most of your RESP. Learn more in our blog: https://lnkd.in/dvpbjdkQ
-