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What Is Your Question?

Do I have enough?

When can I retire?

Can I gift some money?

How can I reduce my taxes?

What is the best investment for me?

Can I afford care in the future?

You will have your own question about your finances that prompted you to seek advice. Your own preferences and circumstances mean that the answer needs to be specifically tailored to you.

We would work with you to build a financial strategy that focuses on what you want to do, when you want to do it, what it will cost and when you can likely afford it. This process involves reviewing all aspects of your finances to ensure they are in tip top shape. If they are not, we help you get them into line to meet your plans. We know this process helps our clients to be more relaxed, in control, confident and it brings them peace of mind.

Experienced

William has over 25 years experience providing expert financial advice to individuals and businesses. He also has extensive personal experience as an owner and manager of multiple businesses.

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Client Focused

Our focus is on listening, understanding, being honest and caring about our clients’ concerns and then acting to provide the best value solutions and peace of mind to complicated matters.

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Commitment to You

Many advisors’ top priority is to sell their clients products. Our mission is different: We use our expertise to solely help ensure your long-term success and peace of mind.

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Expert financial advice

You Can Trust

Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

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- For expert financial advice you can trust -

William Woodcock Photo

William Woodcock

Financial Advisor, ManuLife Securities Incorporated
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Phone: 905-666-1604 | Fax: 905-666-4205
Email: william.woodcock@manulifesecurities.ca

William has over 25 years of experience providing expert financial advice for both businesses and individuals. Drawing on his experience as an engineer and running several companies, William strives to create understandable plans and strategies for each client’s individual needs. William brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. William enjoys skiing in the winter and biking in the summer with his family. William is an avid traveler and has lived in 4 countries and traveled to over 30 countries.

We strive to exceed your expectations every day.

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

6-step Financial Strategy Process

STEP 1: Establishing and defining the client-advisor relationship

We explain or document the services to be provided and define our responsibilities along with the responsibilities of the client. We work together to agree on how long the relationship will last and on how decisions will be made moving ahead.

STEP 2: Gathering client data and determining goals and expectations

We ask about the client's financial situation, personal and financial goals and attitude about risk. Then, we gather all necessary documents at this stage before giving advice.

STEP 3: Analyzing and evaluating the client's financial status

We analyze the client information to assess his or her current situation to determine what must be done to achieve the client's goals. Depending on the services requested, this assessment could include analyzing the client's assets, liabilities and cash flow, current insurance coverage, investments or tax strategies.

STEP 4: Developing and presenting the financial strategy recommendations and/or alternatives

We offer recommendations that address the client's goals, based on the information the client provided. We will then review the recommendations with the client to allow them to make informed decisions. We listen to client concerns and revises recommendations as appropriate.

STEP 5: Implementing the financial strategy recommendations

We work with the client to agree on how recommendations will be carried out. We may carry out the recommendations for the client or serve as a "coach", coordinating the process with the client and other professionals such as attorneys or stockbrokers.

STEP 6: Monitoring the financial strategy recommendations

Together, we agree upon who will monitor the client's progress toward goals. If we are involved, we should report to the client periodically to review the situation and adjust recommendations as needed.

Services & Solutions

It all starts with a plan

Providing the value of advice

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

Insurance Solutions

You’ve insured your home, cars and personal belongings, but what about insuring what’s most important… your life and health? Woodcock Financial offers a full line of insurance products designed to protect you and your family, no matter what life throws your way. We can provide educated advice and expertise in:

Life and Health insurance
Travel insurance
Disability and Critical illness protection
Long Term care Insurance
Individual Health and Dental Insurance

Investment Solutions

Investing sounds easy – just buy low and sell high – but it can be difficult to achieve good results. That’s where a financial advisor who is fully independent and recommending suitable investments with no conflict of interests can be important. At Woodcock Financial we give personal, valued financial advice and use the following investment products to provide you a diversified portfolio:

mutual funds and segregated funds
stocks, bonds and GICs
annuities, exchanged traded funds (ETFs)
principal protected notes

Tax & Estate Planning

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they’re carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.

Planning for Retirement

Retirement Planning should begin in your 20’s, the earlier you start the more likely you are to achieve your goals.

Our retirement planning strategies are designed to suit your goals and comfort level as well as take advantage of tax saving opportunities. We analyze cash flow, and review your goals and current retirement assets, including RRSP’s, RIF’s, TFSA’s, deferred compensation plans, pensions, and more.

Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. At Woodcock Financial, we partner with Manulife Bank to help provide our clients with the best banking solutions and debt management options available. Manulife Bank offers effective cash flow management tools allowing Canadians the flexibility to reach their financial goals earlier.

Learn more about Manulife Bank

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