Meet Your

Holistic Wealth Consultant

At What the Financial We Inform , Engage, Empower our Clients which leads them to True Financial Freedom.

Meet Your

Holistic Wealth Consultant

At What The Financial we Empower, Educate and Lead our Clients to True Financial Freedom.

Behavioral finance recognizes that individuals often make decisions that are influenced by emotions, biases, and cognitive errors, rather than purely rational analysis. By understanding these tendencies, we help our clients make more informed decisions and achieve their short and long-term financial goals.

Holistic financial planning, on the other hand, takes into account all aspects of a client’s financial situation, including their goals, assets, liabilities, income, expenses, and risk tolerance. It goes beyond simply managing investments to address broader financial concerns such as retirement planning, tax strategies, insurance needs, estate planning, and more.

When combined, behavioral finance and holistic financial planning provide a comprehensive approach to helping clients achieve financial success. By understanding the psychological factors that influence decision-making and taking into account each client’s unique financial circumstances, our Wealth consultants and Wealth Behaviourist can co-develop a tailored strategy that aligns with our clients’ goals and values.

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Ways to
Work With US

Consulting 1 on 1

Financial and Establishing Financial goals

Courses

Self Learn Programs

Goal Specific Strategies

Clients work with Wealth Behaviourist/Consultant to achieve specific real estate and financial goals.

Platinum Projects

See All Projects

See All Projects

Oakbrook - Oakville

From
$900,000

Amira Estate

From
$1,699,900

Empire Riverland

From
$700,000
Real estate assessment

We conduct thorough assessments of your property, considering factors such as location, condition, market trends, and comparable properties

Real estate services

We are dedicated to providing exceptional real estate services that cater to your unique needs.

Calculator Tools
Help with financial calculations like loan payments, interest rates, mortgage amortization, and investment returns.

What The Financial Mortgages

Explore our unique approach to mortgages, use our handy calculator hub, and easily begin your mortgage application. Your journey to homeownership starts here.

What The Financial Investments

When combined, behavioral finance and holistic wealth financial planning provide a comprehensive approach to helping clients achieve financial success. By understanding the psychological factors that influence decision-making and taking into account each client’s unique financial circumstances, our Wealth consultants and Wealth Behaviourist can co-develop a tailored strategy that aligns with our clients’ goals and values.

The Vision

Educating, leading, inspiring and encouraging others to financial freedom by promoting self-analysis, critical reasoning and emphasizing the importance of wealth strategies that lead to true financial freedom where one can live life on their own terms.

Did you know?

When combined, behavioral finance and holistic wealth financial planning provide a comprehensive approach to helping clients achieve financial success. By understanding the psychological factors that influence decision-making and taking into account each client’s unique financial circumstances, our Wealth consultants and Wealth Behaviourist can co-develop a tailored strategy that aligns with our clients’ goals and values.

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13% of your IQ is lost when in financial stress.
People struggling to pay their bills tend to temporarily lose the equivalent of 13 IQ points, scientists found
2.8 Trillion in consumer debt.
The total amount of household credit market debt, which included consumer credit, and mortgage and non-mortgage loans, grew 1.2% to reach nearly $2.8 trillion in the third quarter including $2.07 trillion in mortgage debt while non-mortgage loans totalled $722.6 billion.
42% more likely to have future financial success when working with a Wealth Professional.
Those who have FA were also 42% more likely to say they were able to meet basic expenses and set aside some savings and twice as likely to feel their investment habits are setting them up for future financial success.

Client Testimonial

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What The Financial Investments