Services At Wealth Realized Financial Services
Wealth Management
The goal of wealth management is to sustain and grow long-term wealth...
Risk Management
Risk management ensures that you are covered when life takes an unexpected turn...
Financial Planning
Our initial meeting is all about determining whether or not we’re a good fit for each other...
Retirement Planning
Most people may find it difficult to paint a detailed picture of how they want to live when they retire...
Tax Planning
There are a number of simple strategies to defer or reduce tax: conversion of non-deductible debt,...
Consulting
Your complimentary initial consultation with a financial planner will give you a chance to get to know each other....
Get a FREE consultation from Mike Hopkins
We Serve the following areas
Durham Region including Bowmanville, Courtice, Oshawa, Whitby, Ajax and Pickering, Kawartha Lakes, Peterborough, Brock & the surrounding area
Our Vision
Your relationship with us is what really counts, especially in times of need. We're there when an illness or the loss of a loved one occurs, to guide, to listen and support you, until you are able to get through it. Financially and otherwise.
Once we have implemented our solution we will meet with you regularly to measure your success and maintain vigilance over your progress. Relationships are key to our success as well as your own. We pride ourselves on having long term relationships with other professionals in areas of expertise that we can connect you with. Be it legal, tax, or lending professionals.
Our Blog
