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Investment Products and Accounts

We offer investment products such as:

  • Tax Free Savings Accounts
  • Registered Education Savings Plans
  • Registered Retirement Savings Plans
  • Registered Retirement Income Plans
  • Group Retirement Savings Plans
  • Registered Pension Plans
  • Etc.

At W.B. White Financial, we can help you develop a strategy that is designed to help you accumulate retirement assets in a tax-efficient manner ensuring that you will have the resources needed in future years for your Retirement.

We monitor your investments by tracking and analyzing shifts in the market and tax environments and we work closely with you to monitor changes in your life or changes in your assets. A summary of your financial transactions are offered regularly in an accurate and easy to read format.

We recommend meeting with our clients annually (at minimum) to catch up, review their plan and address questions and changes to their objectives.

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We’ve got the insurance you need.

At W.B. White Insurance, we offer a wide range of options for industrial insurance. Whether you require industrial insurance in the construction, concrete or contractor spaces, we can help you to get the right industrial insurance to meet your unique needs. Teaming up with the most reputable insurers in the marketplace means that we will be able to get your coverage from an industrial insurance agency that understands your business and your needs.

The sorts of industries that we can help include, but are not limited to, the following:

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Blog

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October 17, 2018 will be an important turning point for Canadians. On this date, the federal government will officially legalize the use of marijuana. Read More

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Posted by | 13-08-2018

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Locations

Oshawa Office 110 King Street East
Oshawa, Ontario, L1H 1B6

Lindsay Branch Office 16 Russell Street West
Lindsay, Ontario, K9V 2W7

  • 905-576-1367
  • Fax
  • 905-576-1367

Oshawa Office 110 King Street East
Oshawa, Ontario, L1H 1B6

Lindsay Branch Office 16 Russell Street West
Lindsay, Ontario, K9V 2W7