Sound financial advice for over three decades

Winterfield Financial has 32 years of combined experience in the financial services industry.  We specialize in the following areas:

ESTATE PLANNING

LIFE AND DISABILITY INSURANCE

RESIDENTIAL MORTGAGES

MUTUAL FUNDS

GROUP INSURANCE

SEGREGATED MUTUAL FUNDS

CORPORATE LIFE INSURANCE

BUY-SELL AGREEMENTS FOR BUSINESS PARTNERSHIPS

ESTATE PLANNING

We offer our clients up to date estate planning. The planning process requires the gathering of all your Financial, Life insurance and Tax information and then do an in depth study and analysis of the information to provide the clients with a written assessment. Our team will point out areas of concern and recommend products that will satisfy those areas that are missing or need to be updated.

LIFE AND DISABILITY INSURANCE

Life and disability insurance play a major role in the financial planning process. Our team will look into the personal aspects of each individual’s lifestyle and spending habits to analyst and recommend life and or disability insurance that should be in place to cover any loss in the case of an accident, major illness, or death.

RESIDENTIAL MORTGAGES

Our team have a mortgage broker in place to offer clients residential mortgage’s at the most competitive rates in the industry today.

GROUP INSURANCE AND BENEFITS

If you have a small or medium size business and are looking for a quote for life and group benefit package we will come to your business and assess the needs that you are looking for and a price range the fits for your business.

SEGREGATED AND REGULAR MUTUAL FUNDS

Our team represent over 30 different mutual funds companies and segregated fund companies. Whether you are looking for low to higher risk investments we have the funds to satisfy everyone’s needs. Sometimes when the markets are a little turbulent and you want an investment that is guaranteed 100% and still want to take advantage of some of the benefits of regular mutual funds without the risk then we would recommend a segregated mutual fund product that can only be purchased through a licensed life insurance agent.

BUY-SELL AGREEMENTS

Buy sell agreements come in many forms and are extremely important to have when you have a partnership in a company. The buy sell agreements are mainly used to prevent a disaster in the case of the death of one of the partners. They provide funds in the case of death and are important in the case of disagreements between the partners.
Find out how we can help with your financial needs

CONTACT INFORMATION

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Wayne Winterfield - President

Bus: 905 308 9559
Fax: 905 308 9367
Email: wayne@winterfieldfinancial.ca

Brian Farley, CFP B. Comm Hons - Associate

Bus: 905 690 3667 ext 274
Fax: 905 690 3535
Email: bfarley@gryphinadvantage.com