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Warren Blatt

Financial Security AdvisorWDB + Associates Toronto, Ontario

WDB + Associates is an independent, full service firm that offers personalized, comprehensive wealth management and insurance plans for clients and their families based on their specific needs today and their visions for tomorrow. We take the time to understand your financial circumstances, and use our knowledge of current product offerings to provide strategic financial planning for individuals, families and business owners.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Estate Planning Family Business Planning Retirement Income Planning Insurance Planning Legacy & Philanthropic Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Insurance Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario Quebec

Certification/Additional Courses ?

CHS™ CLU®

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Security
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