Forward with Financial Stability
Whatever your life’s goals, our financial professionals can help design a strategy tailored to your specific needs. World Financial Group (WFG) is primed to help you prepare for the long term with life insurance, education planning, and retirement strategies.
Who we are
At Centerpointe Financial, we believe financial security is the foundation of a life well-lived.
Our dedicated team of experts goes beyond traditional financial planning, we're architects of your financial future, crafting personalised strategies that align with your boldest dreams and deepest values.
From comprehensive life insurance solutions to innovative retirement planning and wealth-building strategies, we empower both individuals and businesses to take control of their financial destiny.
Our approach combines time-tested wisdom with cutting-edge solutions, ensuring that your legacy isn't just protected, it's designed to flourish for generations to come.
Partner with us to transform your financial aspirations into reality, while securing peace of mind for you and your loved ones.
Our services
Your financial journey is unique, and there's no one-size-fits-all solution. At Centerpointe Financial, we craft personalised strategies that transform your financial goals from dreams into achievable blueprints. Our comprehensive suite of services is designed to adapt to your individual needs, providing flexible, targeted support that evolves with your life.
Let us show you how personalised financial planning can turn your aspirations into reality. Your path to financial confidence starts here.
Financial Roadmap
Your income and expenses may change over time, so your financial strategy should too.
CenterPointe Financial will work with you to create a personalized financial strategy designed to guide you from where you are to where you want to be by utilising:
• Financial Needs Analysis
• Financial Goal Setting
• Strategies to Pursue Your Goals
Protection Planning
Life's scenarios can vary from person to person, and from family to family. CenterPointe Financial’s suite of insurance services can offer support to you and your family when faced with life’s most difficult challenges. CenterPointe Financial insurance products include:
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Segregated Funds
• Guaranteed Interest Accounts
Retirement Planning
CenterPointe Financial can help prepare you to enjoy your golden years to the fullest with the retirement planning such as:
• Annuities
• Registered Retirement Savings Plans
• Tax-Free Savings Accounts
Education Savings Strategies
With the rising costs of higher education, it’s now more important than ever to save for college early.
Whether preparing to send your first or fifth child to college, we can help you begin saving now.
Business Strategies
As a new business owner, it takes more than passion and perseverance to grow your brand. For the small business owner, we provide financial strategies for you, your employees and your business, including:
• Insurance Strategies • Retirement Strategies
• Executive Compensation • Business Continuation Programs
Legacy Planning
We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes utilising various products:
• Charitable Strategies & Trusts • Life Insurance Trusts
• Wealth Replacement Trusts • Life Insurance
• Annuities
Our team
At the heart of CenterPointe Financial is a passionate team of financial experts who transform complex financial challenges into clear, actionable pathways to success. Our professionals bring together decades of combined experience, innovative thinking, and a genuine commitment to your financial well-being. We don't just offer advice – we build personalised financial roadmaps that adapt to your unique life journey.
Our inclusive approach means every client is more than a number; you're a valued partner whose goals and dreams drive everything we do. With CenterPointe Financial, you gain more than a financial advisor – you gain a dedicated ally committed to helping you unlock your full financial potential and secure the future you've always envisioned.
Building Finprenuers
Ready to own your future? Leveraging our turnkey business platform, you can build your own financial services business on your terms.
Start full-time or part-time to earn extra income at your leisure. The CenterPointe Financial business opportunity is about helping protect people in your community while having the flexibility to grow your business as large as you desire.
Office
Address: 84 Centrepoint Dr Ottawa, ON K2G 6B1
Availability: Virtual Business Presentation Meetings every Tuesdays and Saturdays.
Centerpointe Financial is an organisation that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, (In California dba World Financial Insurance Agency, LLC.), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”)
Facebook
Instagram
LinkedIn
Youtube