Worby Wealth Management

10/14/2026

Most people do not think about insurance until they wish they already had it.

Life insurance and critical illness coverage exist to protect the people who depend on you, and the right coverage looks different for every family. We offer a needs analysis for life and critical illness insurance as part of your holistic financial planning offering.

Helping Make Your Financial Dreams Come True
https://worbywealth.com

10/10/2026

Grateful for the clients who have trusted us with their financial futures.

This Thanksgiving we are thankful for every client who has let us be part of planning for their retirement, their family, and their peace of mind. Whatever your holiday looks like this year, we hope it is spent with people who matter most. Happy Thanksgiving from Chris & the team

10/05/2026

Chris Worby has a saying he comes back to often: friends don’t let friends drive their own portfolio. Below, he shares a real story about the cost of taking investment advice from the wrong source, along with a few rules that hold up no matter what the market is doing.

https://worbywealth.com/friends-dont-let-friends-drive-their-portfolio/

Helping Make Your Financial Dreams Come True
https://worbywealth.com

Chris Worby's most recent wealth management tip explains why friends don't let friends in their financial driving seat

09/30/2026

🧡 National Day for Truth and Reconciliation 🧡

Today, we honor and remember the Indigenous children who were taken from their families and communities, and we recognize the enduring impact of residential schools. We acknowledge the strength and resilience of Indigenous communities and commit to supporting their journey toward healing and reconciliation.

09/28/2026

Growing wealth takes more than good intentions.

Markets shift. Life changes. Your investment strategy should keep up with both.

At Worby Wealth, we build personalized investment plans that reflect where you are today and where you want to be down the road, whether that's funding your kids' education, buying a second property, or simply building long term security.
Investing isn't about chasing trends. It's about having a clear, disciplined plan built around your goals.

Ready to put your money to work with purpose? Connect with Chris Worby at Worby Wealth to start building your investment strategy today

Helping Make Your Financial Dreams Come True
https://worbywealth.com

09/23/2026

Chris Worby has been licensed since 2001, and he’s watched a lot change in how advisors get paid. One question he still hears often is what fee-based actually means, and how it’s different from fee-only. Here’s his breakdown of the terms, and why the way he gets paid matters more than people realize.

Click here : https://worbywealth.com/advisory-fees-what-does-fee-based-mean-anyway/

Helping Make Your Financial Dreams Come True
https://worbywealth.com

Chris Worby's most recent wealth management tip lays out the skinny on Advisory fees: what does fee-based mean anyway?

09/14/2026

WORBY SERVICES - RETIREMENT PLANNING

Retirement isn't a destination. It's a plan.
Ever picture what your first year of retirement actually looks like? Not the postcard version, the real one: your mornings, your income, your peace of mind.

At Worby Wealth, we help families turn ""someday"" into a real strategy. Whether retirement is decades away or just around the corner, the right plan today means more freedom tomorrow.
It's never too early (or too late) to start the conversation.
Reach out to Chris Worby and the team at Worby Wealth to build a retirement plan that works as hard as you did to get here.

Helping Make Your Financial Dreams Come True
https://worbywealth.com

09/07/2026

HAPPY LABOUR DAY

Today we celebrate your hard work and dedication. You work hard for your money, and we are proud to help your money work hard for you. Enjoy a well-deserved, relaxing long weekend with family and friends!

09/03/2026

COMPREHENSIVE TAX PLANNING AND PREPARATION

We provide complimentary tax preparation for clients with investments exceeding $400,000. In some cases, tax planning strategies do not fully carry through to the final return, often due to missed slips in the mail or an account that still needs to be registered. By handling the planning and following up on these details, we ensure that our recommendations are properly implemented.

This complimentary service reflects our appreciation for clients who choose to work with us for their investment needs.
Learn more: https://worbywealth.com/tax-planning

Helping Make Your Financial Dreams Come True
https://worbywealth.com

08/31/2026

Nobody likes thinking about worst-case scenarios

But one of the kindest things you can do for the people who depend on you is make sure they're protected if something unexpected happens.

Life insurance, critical illness coverage, and disability protection are all part of a complete financial plan. They're not just products on a checklist. They're the part of your plan that makes sure everything else you've built is protected.

Chris takes the time to understand your situation and make sure the right coverage is in place. Let's talk about what that looks like for you and your family. worbywealth.com/personal-planning

Helping Make Your Financial Dreams Come True
https://worbywealth.com