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success is no accident

Luck is when Preparation meets Opportunity. 
My job is to make sure you're preparing for those opportunities.

- Tim Ziegler

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Certifications & Qualifications

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Life License Qualification Program (LLQP)

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Life License

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Canadian Securities Course (CSC)

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Mutual Funds License

"Predicting Rain Doesn't Count; Building Arks Does"

-Warren Buffett

let's build your ark

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family FINANCES

Maximize Your Retirement

Best for Families with Children

life insurance consultation

Maximize Your Potential

Best for Persons 25+

investment management

Maximize Your Growth

Best for Persons 25+

corporate planning

Maximize Your Earnings

Best for Corporations

Estate Planning

Maximize Your Legacy

Best for Persons 55+

Are my services right for you?

Simply put, Yes!

Financial Planning for the future does not have to be complicated.

I'm here to help you cut through the noise and find the Wealth Management Strategy that serves you & your family now, and into the future.

families

Protect Your Loved Ones

Your family means everything to you. I can help you find the financial strategy that allows you to spend more time with them, confident they are taken care of.

business owners

Protect Your Innovation

You've built something extraordinary from the ground up. Let's find a strategy that helps you keep more of what you've earned.

artists

Protect Your Creativity

Less time worrying about your future is more time dedicated to seeing your passion come to life. You need a plan as versatile & creative as you are.

Retirees

Protect Your Legacy

You've worked too hard to be complacent about your legacy now. Let's create a plan that protects the name you've built.

  • How does the service you provide leave me with more money in my pocket?
    It’s different for everyone. You may be doing some things great already. Typically one might optimize their investments to save money on taxation (either through tax deductions, or tax efficient growth). One might optimize a retirement strategy, or benefit from investment planning. Sometimes people aren't aware of what they can do after incorporating. Sometimes there is behaviour that needs modification. Life insurance isn't the most important thing you'll deal with, but if you get it wrong, it can get very expensive when you get older. And those of you who have settled an estate before will know, shrewd estate planning can save tens, or even hundreds of thousands of dollars. You’d be surprised how many ways, and how much money you can save with an advisor.
  • What company do you work for?
    Tim Ziegler Wealth Management. I use various companies - Quadrus Investment Services, for example, is the dealership I place investment business with. But Tim Ziegler Wealth Management Ltd is not a subsidiary of any financial institution, and Tim himself is self employed.
  • How do you get paid/what are your fees?
    I get paid commission on the sale of financial products. The exact commission depends on the product, and on the size of the business. On investments, generally larger business gets a better price from dealers. It's important to know, while your investment statement will always show you what you've paid, you will never receive a “bill for services” from me.
  • What’s the point of talking about life insurance if I don’t need life insurance?
    Simply put, there are things you can do with life insurance that most people are unaware of. Some of the most impressive wealth-creating strategies involve life insurance, and you're doing yourself a disservice by choosing not to be aware of them.

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