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
Is value investing right for you?
Jun 08, 2023 - Canada Life
With rising interest rates and inflation should you be considering different investment options? Value investing could help provide you with both risk mitigation and the potential for long-term gains...Read more
May 2023 market update
Jun 07, 2023 - Canada Life Investment Management Ltd.
For the month ending May 31, 2023...Read more
Take your donation dollars further
Jun 01, 2023 - Canada Life
Is charitable giving a part of your financial planning? Find out how you can take your donation dollars further...Read more