Client Centre

Welcome to the client centre. Here you will find access to your client login, news and events, library, resources and more. Have a suggestion for adding more to this area? Your feedback is valuable to us – please contact us at any time!

Client Login

News and Events

We always have lots of stories to share, whether it be in the community, at the office or personal. Feel free to take a look to see what we are up to!

1602, 2018

Let’s Educate our Children on Finances

February 16th, 2018|Comments Off on Let’s Educate our Children on Finances

WK Financial is proud to offer a series of seminars to educate our teenagers.  We welcome any teen that is interested in learning more.

 

Happy Holidays Everyone

December 11th, 2017|Comments Off on Happy Holidays Everyone

Our Office Christmas Hours are as follows:

December 22nd at noon to January 1st – Closed for the Holidays

January 2nd – Regular Hours

Wishing you a wonderful holiday from all of us […]

2906, 2017

Happy 150th Birthday Canada!

June 29th, 2017|Comments Off on Happy 150th Birthday Canada!

Happy Canada Day from all of us at WK Financial.

Please note we will be closed Monday July 3rd.

Debt Truth Revealed

May 24th, 2017|Comments Off on Debt Truth Revealed

The latest Manulife Bank Homeowner Debt Survey has uncovered the truth.  Click here to see who isn’t prepared for the unexpected.

805, 2017

Rewards that really add up!

May 8th, 2017|Comments Off on Rewards that really add up!

Who knew that life insurance could provide rewards that really add up! Click here to see what we are talking about.

Library

Looking for a good read? We’ve got you covered!

Resources

FAQs


How do you get paid?

The industry, in general, is paid in two ways: Commission and Fee-for-Service. The choice is yours. We receive commission income when we provide our clients with investment and/or insurance solutions. Like any business, this pays our rent, staff costs, dealer fee, professional fees and compliance fees as well as providing for our income. Our earnings are linked to your financial success. We have the same goals: when you succeed, we succeed.

Who do you work with?

All of our advisors at WK Financial specialize in working with particular individuals depending on what life stage they are in. We work with families looking to achieve wealth and security and some of our advisors work with business owners.  We all have the same goals – help you achieve your wealth goals and protect your family.