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Invest In Your Future

SLEEP BETTER.

HAVE CHOMEDEY’S BEST
FINANCIAL PLANNING SERVICES FIRM LOOKING OUT FOR YOU.

 

Customized Financial

Planning & Investing

WDB + Associates is an independent, full service firm that offers personalized, comprehensive wealth management, financial planning and insurance plans for clients and their families based on their specific needs today and their visions for tomorrow.

We take the time to understand your financial circumstances, and use our knowledge of current product offerings to provide strategic financial planning for individuals, families and business owners. We take pride in our longstanding relationships with our clients, the trust they place in us and the results we’ve helped them attain.

 

Plan

Financial Planning

Our in-depth understanding of our clients is what gives WDB + Associates the ability to provide expert financial advice that delivers value. We craft a comprehensive wealth plan that documents the specifics of your situation.

Investment

Investment Management

You’ve worked hard to accrue your wealth, and you want someone working just as hard to preserve it. We understand the investment challenges associated with a volatile global economy..

Manage

Tax Management

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Top 7 Reasons Why You Should Hire WDB + Associates

  • We take pride in our longstanding relationships with our clients
  • For over a decade, Warren Blatt has brought to his clients a knowledgeable and caring approach to financial and insurance planning.
  • A real company with a real team located in Chomedey, Laval
  • Measurable campaign tracking so you can see where you are with your wealth planning
  • A+ reviews on the BBB and Google My Business,
  • We never outsource to cheap laborers
  • You receive custom financial advices from our advisors.

Loyal Clients

They trust us, so can you!

%

Avg Annual Return

Real return on invesments

Experienced Advisors 

We take the time to understand your financial circumstances, and use our knowledge of current product offerings to provide strategic financial planning for individuals, families and business owners

Invested

We take pride in our longstanding relationships with our clients, the trust they place in us and the results we’ve helped them attain.

About Warren B. our founder

For over a decade, Warren Blatt has brought to his clients a knowledgeable and caring approach to financial and insurance planning. As a CLU, CFP and CHS designated insurance professional, Warren demonstrates keen insight into risk management, and communicates in a clear and timely manner with his clients.

 

Financial Services Pricing

 

How Much Does Financial Planning cost in Chomedey?  

You may be wondering, how much does Financial planning services cost in chomedey?

We’re a fee-only based financial planner. What does it mean?

Fee-only financial advisors sometimes called “no commission” advisors can only receive compensation directly from you as the client, (like a CPA or attorney) versus being paid through commissions from products they sell. Many reasons exist as to why you’d want to consider a fee-only advisor to help you build out your financial life.

 

Fee-Based: Not the Same as Fee-Only

A fee-based financial advisor can receive fees paid by you, and also commissions paid to them by a brokerage firm, mutual fund company, insurance company, or investment partnership. The advisor should disclose these fees to you.

Many advisors who use the term “fee-based” recommend something called a managed account. Be aware that the investments offered inside this managed account may pay incentives to the company the advisor works for, which means it may not be as objective as it appears. 

 

How Fee-Only Advisors Receive Compensation

A fee-only financial advisor cannot receive compensation from a brokerage firm, a mutual fund company, an insurance company, or any other source besides you, the client. They represent you and your interests when giving you advice. When you think about where someone’s paycheck comes from, that can give you a hint as to where they’ll place their loyalty.

A fee-only advisor may charge you a rate that’s based on a percentage of the assets they manage for you, and take it out of your account each quarter, or they might charge a flat annual fee or an hourly rate. 

Some financial advisors use the term “fee-based” to describe how they charge for their services. Be careful, because fee-based is not the same thing as “fee-only.”

 

"They are simply the best!."

James Davis

Let Us Help You Take Your Money To New Heights Today

Are you ready to take charge of your personal wealth?  Start by contacting us today to learn more about what we can do for you. Our wealth management program specializes in planning for business owners and professionals.

Our in-depth understanding of our clients is what gives WDB + Associates the ability to provide expert financial advice that delivers value. We craft a comprehensive wealth plan that documents the specifics of your situation and identifies solutions that align with your goals and objectives. We believe in fostering a partnership with you, and in developing a complete understanding of your financial goals and objectives, so you can check them off over the course of your life. Together, we work closely to understand your unique personal, family and business circumstances.  Once we clarify an accurate picture of you, we provide custom tailored financial and insurance solutions.  Regular communication and ongoing expert advice ensure that you continuously receive a superior level of service, as we address changes in your life cycle or economic conditions, and encounter innovative products that become available to you.   Contact us to find out more.

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