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
Insurance basics for kids
Nov 30, 2023 - Canada Life
Insurance may seem like a complex topic to talk to your kids about. But sharing basic insurance concepts can help prepare your kids for the future....Read more
Investing basics for kids
Nov 28, 2023 - Canada Life
It might seem odd to talk to your kids about investing, but by introducing the topic early, you prepare them for financial decisions they’ll need to make as adults....Read more
Nov 27, 2023 - Canada Life
To diversify and balance your portfolio, you may want to consider dividend investing. This strategy can help reduce volatility in your portfolio....Read more