Posted on 28 December, 2009
WDB + Associates is led by Warren Blatt.
Warren Blatt became a Financial Advisor with a focus on guiding self employed/business owners. After 15 years of running his own food company, Warren saw a void for planners with business experience. Warren takes a holistic approach to financial planning because of his own experiences starting, financing, and operating his own business. He understands the broader issues of tax planning, creditor proofing, and true asset allocation for long term financial health. Together with Jeff Kaminker, Warren is able to offer general business start-up advice, to sophisticated tax and investment strategies.
• Full Review
• Business plans
• Income Protection
• Pensions
• Tax Sheltering
• Critical Illness Insurance
• Life Insurance
• Private Medical Insurance
• Will Writing
• Business insurance
• RRSPs
• Banking/Mortgages