WELCOME TO
Strata Wealth & Risk Management Inc.
Helping you at home or at the cottage
Muskoka | GTA | Barrie | Victoria Harbour
Imagine the Comfort of
Knowing where
Your Money is Going
The freedom to live the lifestyle you choose and the security to sleep well at night knowing you’ve planned for the future.
No longer plagued by Money Worries
You Open Your
Mail with Confidence
And pay your bills effortlessly. While your friends lament paying for car repairs or struggling to save for retirement, you breathe easy.
You’ve got a healthy Bank Balance to
Cover emergencies AND
Support Your Retirement
You can even answer those mysterious ‘unknown number’ calls, if you want, because your debts are paid.
SEEM LIKE A STRETCH?
NOT EVEN A LITTLE BIT
And we can prove it
LIVE THE
LIFESTYLE YOU CHOOSE
At Strata Wealth & Risk Management,
We have the expertise to help you accomplish your goals.
Knowing where Your Money is Going
The freedom to live the lifestyle you choose and the security to sleep well at night knowing you’ve planned for the future.
You Open Your Mail with Confidence
And pay your bills effortlessly. While your friends lament paying for car repairs or struggling to save for retirement, you breathe easy.
Cover emergencies AND Support Your Retirement
You can even answer those mysterious ‘unknown number’ calls, if you want, because your debts are paid.
Worried and feeling confused about their finances.
There are countless people in the country just like you
They have too much month left at the end of their money and they wonder where their paychecks went.
Our approach to financial planning is focused on just one thing – YOU.
Once we know where you are now and where you want to go, we can make a plan to get you there. You don’t even have to win the lottery to do it. See what our clients say
Is cash flow planning with Strata Wealth & Risk Management a fit for you? Let’s find out!
- Is your combined household income approximately $100,000 or more?
- Are you tired of wondering where it all goes and why you don’t have enough to cover your expenses each month?
- Are you interested in getting clear about your goals and your true financial situation?
- Do you dream of accomplishing more with every dollar?
- Are you ready to adopt cash flow planning as a lifestyle?
- Can you commit to changing your thinking about money?