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Solutions That Work for You

A Modern Approach to an Age-Old Industry… We Put You First.

We believe in doing more for our clients, our community, and the world.

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Plan for Tomorrow Today

Our Financial Plans.

As a strategic partner and project manager for your finances, we develop a comprehensive financial plan that coordinates the efforts of all the professionals you rely on. We simplify your financial life.

Individual Financial Plan


For individuals looking to build a clear retirement and estate plan

Household Financial Plan


For households looking to build a clear retirement and estate plan

Corporate Plan


For professionals and small business owners with a corporation.

Achieve Your Goals

Revolutionize Your Financial Life.

Whether you’re looking for guidance with financial planning, estate and succession planning, or investment management, consider using an integrated financial advisory firm. Our approach is comprehensive and collaborative, drawing on the expertise of in-house industry specialists to ensure all aspects of are covered. Trust us to coordinate your finances and help you realize your financial goals.

An Innovative Approach

Quality Service Tailored to Your Needs

We believe in doing more for our clients, community, and the world at WestCap Wealth. Therefore, we have adopted a contemporary approach to the conventional financial services industry. We have found the optimal balance between focusing on people and focusing on technology, allowing us to solve your problems quickly, creatively, and with care.

Our innovative approach allows us to provide you with the highest quality service tailored to your needs. We recognize that everyone’s financial circumstances are distinct, and we are committed to finding solutions that work for you. Whether you need investment advice, financial planning, or estate planning, we’re here to help.

More About Us

Our Values Drive Us.

We combine cutting-edge financial technology, data-driven insights, and personalized services for all our clients.

Stay Up to Date

Latest News & Articles.

Find helpful advice, valuable tips, and the most recent news from the world of finance.

Pension Income SplittingNew
July 4, 2023

What is Pension Income Splitting?

The Canadian government introduced pension income splitting in 2007, aimed at helping income split amongst spouses or common-law partners. It allows a fair distribution of…
Tax free Corporate PayoutNew
May 2, 2023

Getting Money Out of the Corporation Tax Free?

Do you, as a business owner, know how to get money from your corporation tax-free through financial planning? As a Financial Planner, it is essential…
Life InsuranceNew
May 2, 2023

How Do I Make My Life Insurance Premium Tax Deductible?

Is it Possible? This question has undoubtedly been asked of every financial expert at some point in their career. Many individuals need clarification about the…