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.

Mission

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.

 

Services

     

    

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.

Corporate Services Individual Services
  • Group Life & Health Benefit Plans
  • Group RRSP and Company Pensions
  • Human Resources Consulting Services
  • Executive Compensation Arrangements
  • Key Employee Protection
  • Buy-Sell Agreements
  • Insured Retirement Program
  • Business Succession
  • Employee Seminars
  • Investment Funds & G.I.C.s
  • RRSP Investment Planning
  • Financial Plans
  • Income Protection Strategies
  • Life Insurance Planning
  • Estate Planning
  • Tax-Planning Concepts
  • Critical Illness Provision
  • Website Reference Library
  • Quarterly Newsletters

 

Book a meeting

FREE LIFE INSURANCE QUOTE

Enter your date of birth to get started.