Willow Tree Wealth Management
62Developing295 Central Ave, London, ON N6B 2C9, Canada
About
Willow Tree Wealth Management offers financial planning, retirement planning, estate planning, investment tax planning, and insurance analysis for individuals, families, and businesses in Southern Ontario.
Senior Care Path Summary
Willow Tree Wealth Management serves individuals, families, and business owners seeking comprehensive financial planning. The firm offers retirement planning, estate planning, investment tax planning, portfolio analysis, and insurance analysis. They work with clients across multiple life stages, including retirees, and emphasize a commitment to long-term financial security through professional excellence.
With a dedicated retiree life stage section and services including retirement planning and estate planning, this firm is well-positioned for older adults and families managing wealth transitions, income, and legacy goals.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning retirement income and withdrawals
- Families managing estate and legacy planning
- Business owners seeking financial security
- Individuals with investment tax planning needs
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
2 Google reviews
Most recent reviews
Matt Smith
3 years ago · via Google
I have used Christian at willow tree for both personal & business financial planning for the last 8 years. He is very knowledgeable, responsible, ethical and does not push products and services on me that I don’t need. I continue to recommend him to friends and businesses associates; he provides the same level of care and objective advise to those people as well. I definitely recommend talking to him if you’re in need!
Summary of Google Reviews
Summarized by Senior Care Path from Willow Tree Wealth Management's Google rating and recent reviews. Confirm specifics with the provider.
Willow Tree Wealth Management holds an excellent 5.0-star rating across 2 Google reviews.
Services
Licenses & Registrations
- Mutual fund advisor through Quadrus Investment Services Ltd.
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
- Licensed to offer segregated fund policies
Languages Supported
- English
Location
295 Central Ave, London, ON N6B 2C9, Canada
Also serves
- Southern Ontario
- London, Ontario