WealthPrep.ca has announced the launch of its online personal finance service helping Canadians make informed financial decisions. The website connects people to a network of guides, tools, and advice from Canadain financial advisors.
With over 16,000 financial advisor profiles, WealthPrep brings the best financial advice to the homes of Canadians. Shawn Tougas, Co-fonder of the website said “a financial advisor represents a personal relationship. Oftentimes, a family will share their financial information with an advisor for 30 years. So, it’s important to find a professional you can trust.” WealthPrep was created to facilitate this connection. The company takes a unique approach to match individual needs with advisor characteristics.
They have created a community for people to connect with local financial advisors. The site’s approach gives users the ability to browse advisor specialties, ratings, reviews, and compensation type. WealthPrep also classifies and verifies advisor credentials to help users find the best advice.
WealthPrep is the first website of its kind to move beyond directory services. By providing real, useful help to its users, the website bridges the knowledge gap that often arises in advisor-client situations. Shawn Tougas, explains,“We believe that Canadians need to take an active role in their finances; strong financial health requires more than just passing the job to someone else.” WealthPrep offers free tools and calculators to help people reach their financial milestones, such as saving for university education, retirement, and having a baby. The site also features easy-to-read articles written by financial experts, and a Q&A forum answered by financial professionals.
WealthPrep.ca is a great tool for financial advisors to connect and network with Canadians. Advisors are encouraged to interact with investors by creating a profile, answering questions, and writing advice-based articles.
WealthPrep.ca is a free online personal finance resource designed to help people make better financial decisions. Based in Toronto, WealthPrep is privately owned, and operates independently from any financial institution.