• We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

Investment Planning

Investment Planning

While you're a student, long-term investment planning might be low on your priority list. Wiegers Financial & Benefits will show you how to maximize return on the types of accounts you have right now. Are you maximizing the investment return on your savings account? What fees are you currently paying? If we take a longer term focus, we can illustrate the impact that a delay in investing can have on your long-term accumulation. The key at this stage is not how much you can invest but rather, when you can start investing. We can show you which investment products (including Tax-Free Savings Accounts, Guaranteed Investment Certificates, segregated funds, *mutual funds, and fixed-income investments) will work best for you.

 

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