About Doug Wellman
Since 1971 Doug has developed a practice that includes many organizations and their employee group insurance programs. These include group life insurance, disability income programs as well as health, dental, and RRSP/Pension Plans, RIF's and LIF's and critical illness insurance for both government and private sectors.
He has also developed individual estate plans helping individuals and their families complete the exercise of developing and understanding an insurance and investment program to realize their dreams and expectations for themselves and their heirs including business succession planning.
To provide unbiased, personalized financial advice, solutions, and service to enable my clients to achieve their individual corporate goals and to ensure financial independence through increasing and securing their net worth.
We believe in strategic planning... at Wellman Financial, our mandate is to develop the best strategies, as we design your financial plan. No one company or product can possibly meet all our clients' goals. Therefore we do not represent any single life insurance company, trust company, bank or fund company. This helps us to stay focused on strategy that will best serve you. With Doug Wellman, you, the client comes first.
It is important to develop a personal financial plan. Therefore we will assess your individual goals. We will then suggest solutions that will enable you to reach your goals.
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