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Plan. Prosper. Preserve with Woodgate Financial. Woodgate helps individuals take control of their financial life From financial planning and asset management to integrated strategies to grow and preserve wealth, our in-depth process puts our clients on the path to success
Client Login - Woodgate Financial Client LoginTo leave Woodgate com and access your account login please click the appropriate link below* IPC Securities Corp IPC Estate Services Inc (for segregated funds only) Manulife Group Retirement If you have any questions or require assistance logging in please don’t hesitate to contact us *Woodgate Financial Inc is a separate and unrelated entity from IPC Securities Corporation
The 5 Step Process - Woodgate Financial Woodgate will help you take control of your financial affairs and set you on the best possible path for success Our award-winning 5-step process covers the key areas of everyone's financial life
Contact Us - Woodgate Financial Woodgate Financial Inc 5015 Spectrum Way, Suite 300 Mississauga, Ontario, Canada L4W 0E4 Phone: +1 (416) 691-1944 Fax: +1 (416) 691-7521 info@woodgate com *Investment services offered through IPC Securities Corporation
Our Company - Woodgate Financial Woodgate is a team of highly accomplished financial professionals from varying backgrounds and specializations, who have come together to provide clients with unparalleled financial guidance and support
Our Consultants - woodgate. com A trusted network of specialists at our fingertips To meet the diverse needs and requirements of our clients, we have forged relationships with professional consultants from various disciplines and industries In addition to providing expert advice, our network of professionals is also at your disposal The next time you need professional services, such as property management, travel planning
Client Testimonials - Woodgate Financial See why so many people trust Woodgate “Woodgate has provided me with advice and guidance beyond all expectation I would strongly recommend them to any of my clients, colleagues or friends ” Neville D Psychologist “I am consistently impressed by their level of dedication, creativity and desire to achieve superior results for their clients
Advisors Edge: Ultravision Explained — Woodgate Financial The most commonly used structures are, of course, the old-fashioned RRSP and the newer TFSA And once those have been maximized, one can always turn to corporate class funds to defer taxation until sale and convert investment return into capital gains — and in some cases, dividends Another commonly used strategy is the use of insurance as a tax shelter The insured retirement plan
EXECUTIVE CONSULTING SERVICES - woodgate. com At Woodgate, we can help you make sense of it all We will analyze your compensation package, put it all in simple terms, make recommendations on the options you may have, and incorporate it all into your financial plan
Our Policies - Woodgate Financial Woodgate holds itself to the highest ethical standards in the industry As a member of several professional organizations, we are bound to operate in a manner that is in line with all of their individual codes and standards