April D Wilcox
My goal is to help clients achieve what matters most to them by taking the time to understand their personal situation and objectives at every stage of life. Whatever stage you’re at – whether managing debt, buying a home, or retiring comfortably – I’ll help you build a plan that works towards your goals and dreams – even if you haven’t figured them out just yet.
I am able to build recommendations and monitor your financial plan to keep in line with your budget and future financial well-being, no matter what curveballs life throws at you. It is very important to me to tailor your financial security plan to fit your life today and in the future. I take great pride in helping families in various communities and build long-term relationships with my clients, and I look forward to doing the same with you.
Contact me today, there’s no better time to start planning.
Contact me today to learn more
Financial planning for 2SLGBTQI+ families
May 24, 2023 - Canada Life
From financial planning to estate planning, there are many aspects to financial wellness that are unique to 2SLGBTQI+ individuals, partnerships and families. Here are some considerations for your individual 2SLGBTQI+ financial planning...Read more
Four tips to help you make the most of your landscaping budget
May 15, 2023 - Canada Life
Don’t break the bank on your home landscaping...Read more
April 2023 market update
May 05, 2023 - Canada Life Investment Management Ltd.
For the month ending April 30, 2023...Read more