Traditionally, most people deal with different professionals for their investment, insurance, tax and estate planning needs. But doing so is not only time-consuming; it’s ineffective. Each professional you deal with will only have one piece of the puzzle. You may end up receiving conflicting opinions, or worse, advice in one area that may negatively impact another.
At Woodgate, we put ourselves in the centre of your financial affairs so that we can see the complete picture and ensure the advice and guidance you receive is in your best interest. We start by taking an in-depth look into every aspect of your financial life and then we work with you to create a comprehensive plan that sets you on the best course to achieve your goals and dreams.