We Believe That Financial Success Starts With Great Advice
At WealthTrack, we specialize in a holistic approach to wealth for people who own and invest in real estate. We provide life insurance solutions to protect and secure the future for our clients, and we offer tailored mortgage and investment advice.
Our goal is to empower individuals and families by crafting personalized financial solutions that suit their unique life stages and financial goals. We focus on the big picture with a long-term approach to financial success.
“David is excellent at his job, he was extremely professional and gave us great advice. He found us a great mortgage and was attentive to all of our needs and wishes. We definitely recommend him and hope to continue working with him. Thank you for everything!”
Principles We Believe In
Compliance / Outcomes: We comply with legislative and regulatory requirements and make sure everyone we work with does the same.
Accountability: We're responsible for our actions and decisions and we exercise care, due diligence, and sound judgment in providing products and services.
Honesty: We are always truthful and clear. We don’t hide or twist information.
Competence: We maintain the skills and knowledge necessary for our business activities. If we are unable to provide a specific service, we will provide a recommendation to someone who can.
Suitability: We only suggest products or services that fit you. We understand your needs and match our services to them.
Disclosure: We tell you important information clearly and on time.
Managing Conflicts of Interest: We tell you if something might affect our advice.
Security and Confidentiality: We keep your information safe. We only share it if you agree or the law requires it.
Stewardship: We behave in a way that is ethical and respectful.
Co-operation with Regulators: We work with regulatory authorities. We report any wrongdoing in our industry to the appropriate authority.
“He explained everything throughout the process in enough detail to ensure we were comfortable and made the experience as stress-free as possible.”
“David is more than willing to go above and beyond and advocate for his clients. We will not be hesitating to work with David again in the near future!”
While You’re Here, Check Out Our Latest Articles
Securing the right life insurance coverage is crucial for those in real estate, ensuring a protected future despite the industry's economic fluctuations. In this article, we'll provide the essentials you should consider when purchasing life insurance. From factors to consider, comparing term and whole life policies, a case study on the importance of strategic life insurance planning, and how to calculate your individual insurance needs.