Winter Financial

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Winter Financial Certified Financial Planners help people make better decisions through life's financial transitions.

Investments, insurance, mortgages, benefits, estate planning, and tax strategies. As a seasoned Certified Financial Planner with over 18 years of experience, I specialize in providing personalized financial strategies that align with your unique life goals. My commitment is to empower you with the knowledge and tools to achieve financial security and peace of mind. Whether you’re planning for retirement, managing investments, or navigating complex financial decisions, I offer tailored solutions that reflect your individual needs and aspirations.

Today, we recognize Orange Shirt Day and the National Day for Truth and Reconciliation.We honour Survivors, remember the...
09/30/2026

Today, we recognize Orange Shirt Day and the National Day for Truth and Reconciliation.

We honour Survivors, remember the children who never came home, and acknowledge the lasting impacts of the residential school system on Indigenous families and communities.

A meaningful way to mark this day is to listen, learn, reflect, and support Indigenous-led organizations and communities.

Every Child Matters. 🧡

Happy National Coffee Day. ☕Some financial decisions deserve a spreadsheet, a conversation, and a little careful plannin...
09/29/2026

Happy National Coffee Day. ☕

Some financial decisions deserve a spreadsheet, a conversation, and a little careful planning.

Coffee is not one of them.

Get the latte.
Add the extra shot.
Order the fancy one with the foam.

Your financial plan should have room for a life you actually enjoy.

You do not need to have everything figured out before you reach out.Sometimes the first step is simply having a question...
09/24/2026

You do not need to have everything figured out before you reach out.
Sometimes the first step is simply having a question. A change in your life, a financial decision you are thinking through, or a sense that it may be time to review things.

That is enough to start.

Winter Financial offers information and guidance to help people better understand their options and next steps.

Learn more at winterfinancial.thelinkbetween.ca

09/22/2026

There is a lot of financial information online. Finding the useful information is the harder part.

This resource brings together clear, practical information on financial planning, insurance, retirement, disability and more.

Take a look, save what is useful, and come back to it when you need it.

https://winterfinancial.thelinkbetween.ca/

Your financial plan should change when your life does.A new job.A growing family.A mortgage renewal.A business.A separat...
09/16/2026

Your financial plan should change when your life does.

A new job.
A growing family.
A mortgage renewal.
A business.
A separation.
An inheritance.
A change in health.

Even when nothing major has changed, your accounts, beneficiaries, insurance and goals can slowly stop reflecting where you are now.

A regular review is not about making constant changes. It is about making sure the decisions you made years ago still make sense today.

If it has been a while since you reviewed your plan, this is a good time to take another look.

“Til disability do us part” is something very few couples plan for.If illness, injury or age changes one partner’s abili...
09/10/2026

“Til disability do us part” is something very few couples plan for.

If illness, injury or age changes one partner’s ability to live independently, the conversation quickly becomes bigger than care alone.

How will it be paid for?
What happens to retirement income?
What does the healthy spouse still need?
And how much choice will the family have?

Planning cannot prevent the hard things from happening.
It can give you more options if they do.

winterfinancial.thelinkbetween.ca

Forty-five years brings a lot of change.New products. New rules. New technology. New ways of doing business.But the ques...
09/09/2026

Forty-five years brings a lot of change.

New products. New rules. New technology. New ways of doing business.

But the questions people ask us are still remarkably familiar.

Am I on the right track?
Have I missed anything?
What should I be thinking about next?

Sometimes you need advice. Sometimes you just need a good place to start.

Looking for helpful information before you pick up the phone?
winterfinancial.thelinkbetween.ca

Good financial advice shouldn't leave you with more questions than answers.It should help you understand your options, m...
08/29/2026

Good financial advice shouldn't leave you with more questions than answers.

It should help you understand your options, make informed decisions, and feel confident about where you're headed.

No pressure.
No jargon.
Just thoughtful advice that's built around your goals.



If you've been meaning to get clarity on your finances, let's start with a conversation.

Sometimes the most valuable investment is simply knowing you're on the right path.

Financial advice from social media? Read this first.* Is the advice Canadian?* Does it apply to your income?* Does it co...
08/25/2026

Financial advice from social media? Read this first.

* Is the advice Canadian?
* Does it apply to your income?
* Does it consider taxes?
* Is it trying to sell you something?
* Have you spoken to a professional?

You can always count on Winter financial for honest, no strings attached advice.

Financial planning isn't just about growing your wealth.It's about reducing uncertainty.A good plan should help you feel...
08/22/2026

Financial planning isn't just about growing your wealth.

It's about reducing uncertainty.

A good plan should help you feel more confident about the decisions you're making today—and the future you're building tomorrow.

Less wondering.
Less guessing.
More clarity.

If your finances create more stress than confidence, it may be time for a conversation.

Because peace of mind is one of the most valuable returns a financial plan can provide.

Address

3994 Howes Road
Odessa, ON
K0H2H0

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 5pm
Saturday 9am - 5pm

Telephone

+16134494944

Website

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