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Established Family

Families with older children need a wise cash flow management plan.

Protecting Your Family

No financial strategy is complete without a plan to protect loved ones from financial loss.

Your Investments

Wise asset allocation and careful investment selection are key to a well-balanced portfolio.

Your Legacy

A detailed estate plan creates a legacy that can benefit your heirs in many ways.

Your Retirement

Retirement comes with many possibilities. We help you make the most of every opportunity.

Young Family

A wise financial strategy keeps a family on track during all the "growing-up" years.

Starting Out

A good financial strategy is a great foundation for a solid relationship.

Your Child's Education

Few things in life are more rewarding than helping the next generation get a great education.

Single

When life situations change a good financial strategy can help to lower the stress.

Income Tax Planning

Minimizing taxes through carefully planning is a powerful financial strategy.

Running a Business

Running a successful business can be one of life's most rewarding experiences.

Chart Your Course to Financial Success

With Katz Wealth Management Services, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.

Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.

We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.

At Katz Wealth Management Services, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust.

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and your financial future.

Keep More, Owe Less: Smart Tax Moves Anyone Can Make

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August 11, 2025

It doesn’t take long after getting your first paycheck to realize something: not all that money is yours. The Canadian government takes a share—and the more you earn, the more it takes. But …

A Financial Game Plan for Newlyweds

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August 11, 2025

John and Jane spent months planning their dream wedding—and a lot of money to make it happen. Now that the big day is behind them, it’s time to shift focus from flowers and …

Avoiding Common Financial Mistakes in Retirement

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August 11, 2025

Retirement is a milestone many eagerly anticipate – a time to relax and enjoy the fruits of years of labor. However, for some, this dream can turn into a financial nightmare due to …

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