Certifications & Qualifications
Life License Qualification Program (LLQP)
Canadian Securities Course (CSC)
Mutual Funds License
"Predicting Rain Doesn't Count; Building Arks Does"
let's build your ark
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.
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.
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.
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.
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.