Wilkinson WealthMission and Vision
Our mission is to provide solid financial advice and guidance to our clients as if they were friends and family, to help grow and protect their wealth, and secure their financial futures.
Our vision is to provide a family and friends level of service, advice and care. We aim to be the first name mentioned as a financial resource, and as a community partner in and around Airdrie, Alberta.
A proper financial strategy takes careful and strategic planning. Being able to clearly lay out your goals can be a difficult first step but it is a critical one.
Learn how Wilkinson Wealth can take the lead in helping you plan for your future.
Your money is important, it is well-earned, and it deserves to work as hard for you as you did for it.
Wilkinson Wealth can lay out customized options that will help you reach your future goals - whether that is tax and estate planning, college tuition, travelling during retirement, or something totally unique.
We will always ensure that we matching your comfort level from a conservative risk level and up.
There is insurance to protect you, your family or company for virtually every need - life insurance, critical illness, disability insurance, long-term care, health benefits and more. Being able to navigate through all the fine print takes time, experience and knowledge.
What benefit plans are right for you? What insurance should you consider for dependants? How does mortgage insurance from your bank differ from insurance plans from an insurance advisor?
We have no nonsense answers to these critical kinds of questions.
Health Spending Account
Are you a small business that needs an affordable option to pay for health and dental expenses? Do you want to provide value to your employee benefit program that is valued by your employees?
Qualifying is fast and simple. Plans are affordable and secure. Customization is easy and transparent.
Click here (or the logo above) to learn more about how Wilkinson Wealth can put you into Canada’s Next Generation Health Spending Account.
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Testimonials
Keith Wilkinson has played an integral role in building my personal financial well-being, and now that of my family through insurance and investments. He’s always been available to answer questions and do the legwork and research to make sure that my investments and my insurance are on track with my needs, and that I have an understanding of where my finances are headed. I can trust Keith to make wise recommendations based on wherever I’m at in my savings goals, and he takes the time to explain transactions in layman’s terms.Kerry B.
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Thanks for everything you do for us Keith.
Keith is very approachable, attentive, accessible, and informative. We trust him for all of our insurance and investment needs. He does not hesitate to answer texts, e-mails, or phone calls at any time of the day or week. Keith has always worked around our busy schedules to accommodate us in any way he can. We have found Keith's ability to explain complex financial matters to us invaluable.
Over and above our business relationship, we find Keith easy to talk to and feel lucky to have him as our financial planner.Dan & Megan M. -
For your best interest and the best interest of your children and your families Keith Wilkinson will work for YOU and give you some affordable insurance. Nobody should be without it.
He's a personable guy and won't push you into something you can't afford - likely he’ll push you in the other direction.Al J. -
Although I pride myself on having a good knowledge of financial matters, when it comes to my own finances, I trust in the professional financial advising services provided by Keith Wilkinson. Keith has taken the time to get to know me and my insurance and investment goals. He has access to financial alternatives that have fit well in my portfolio and his reliability and thoroughness give me the confidence not to worry about my financial portfolio.AJ
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Keith set up, and continues to manage my insurance and investment portfolio. I have been continually impressed with his ability to work within my comfort-level. Keith presented me with insurance options, explains them in terms that I can understand, giving me the information that I need to make the final decision. Keith has earned my trust over the years, and I would recommend his services to anyone.Lynn H.
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I have always appreciated Keith’s approach and he's very well informed. Keith has saved my wife and I thousands over the years. Also, he's always happy to talk to my client's I refer to him for their financial questions and to review their financial situation without them feeling obligated. I highly recommend Keith if you are looking for a Financial AdvisorKurt R.
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I have been a client of Keith Wilkinson since 2013. Over that time I have been totally impressed with the excellent level of service I have received from him. All of the dealings I have had, both for personal and corporate matters, have been handled in a highly competent and professional manner. This, coupled with his friendly and personable attitude, has made the relationship most enjoyable. I highly recommend him.Joe & Susan
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I was declined for life insurance due to my health. Keith found an affordable option to protect me - even after a cancer diagnosis. Tom & Angela
connect
- 403.945.4427
- keith@wilkinsonwealth.ca
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