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(416) 518-5396

Investment Planning

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Investors may use an active and/or a passive management style for a portfolio depending on long-, medium-, or short-term goals, and their individual (or unique) determined investment style.

We can help you design the right plan.



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Wellman Financial

1539 Winville Rd.
Pickering ON L1X 0B8

Phone: (416) 518-5396
Fax: (905) 686-6443