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A clear picture of the impact our services can have on your financial future.

WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.

To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates

  • Income distribution planning
  • Investment management strategies
  • Social Security filing options analysis and education
  • Health care planning
  • Long-term care planning
  • Estate planning and risk management

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.

10 Common Effects of Inflation

Inflation is the sustained and broad rise in the prices of goods and services over time. It erodes purchasing power. A small but positive inflation rate is economically useful. High inflation tends to feed on itself and impair the economy's long-term performance.

Grand span

The builders of the Gordie Howe bridge are just metres away from scoring a key goal.

The valuation mystery

It makes no sense to think that the price you pay for a financial asset does not matter to future returns from that asset. Valuation matters. But how to best measure it, and how to best deploy those measurements in decision making, remains a very tricky question.