Complete Investment & Insurance Solutions for Canadians

One Platform. Every Financial Need.
Build wealth. Protect your future. Support your family.

Investment Solutions

Smart Canadian Investment Strategies for Long-Term Growth. Our platform supports both Registered and Non-Registered Accounts.

Registered Accounts

Optimize tax-advantaged growth with major Canadian registered accounts.

Explore Investments

Non-Registered Accounts

Flexibility beyond registered limits for passive income and portfolio diversification.

Savings & Investment Accounts
GICs & Bonds
Stocks & Mutual Funds
Segregated Funds

View Options

Insurance Solutions

Comprehensive Protection for Individuals & Small Businesses. Group benefits, individual protection, and specialized health plans.

Group Insurance

Designed for entrepreneurs and growing teams to protect employees.

IFA Plans
Extended Health Coverage
Employee Benefit Packages

Business Solutions

Individual Insurance

Tailored health, life, and disability coverage for modern Canadian lifestyles.

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Why Whealth?

We combine investment growth with personal protection — because true financial wellness requires both.

Integrated Solutions

Wealth + Wellness combined.

Personalized Strategies

Tailored to your life goals.

Digital-First

Modern, seamless experience.

Expert Guidance

Long-term advisor relationships.

What you get:

Registered & non-registered investing
Full insurance ecosystem
Personalized financial strategies
Canadian-focused planning
Long-term advisor relationships
Digital-first experience

Financial Planning By The Numbers

Key Canadian financial limits and statistics for 2024.

$7,000

2024 TFSA Limit

Maximum annual contribution for tax-free growth.

20%

RESP Grant

Government matching on the first $2,500 annually.

$40,000

FHSA Lifetime Limit

Total tax-free room for your first home purchase.

18%

RRSP Room

Percentage of your earned income (up to limits).

Frequently Asked Questions

We support all major Canadian registered accounts like RRSP, TFSA, FHSA, RESP, and RDSP, as well as non-registered savings and investment accounts.

For small businesses and entrepreneurs, we offer Group Insurance plans, IFA solutions, and extended health coverage benefit packages.

Yes, Whealth is designed as a fully integrated ecosystem to handle both your protection and growth needs in one place.

Our licensed professionals scan the entire market in real-time to compare rates and conditions, ensuring you get the most optimized pricing available.

Our solutions are tailored for individuals, couples, families, and small business owners looking for sophisticated financial planning.

Take the First Step Towards Financial Security

Our licensed professionals are ready to help you navigate Canada's investment and insurance landscape. Get a guaranteed best-in-market solution tailored to your life goals.