Wiltshire Financial Management Inc

Wiltshire Financial Management Inc Financial health and well being, like physical and mental health, need to be kept in check. What are your concerns and issues?

Our aim is to provide financial wellness ideas and strategies for the 50+ group. Retirement planning and financial independence are key planning and supports to our clients. You may have young adult children perhaps,who can be emotionally and financially draining? Whatever your stage in life, we can help! With many years of experience in wealth preservation, Wiltshire Financial will take individua

ls to the next level. First determining YOUR goals allows us to effectively plan financial success for you.

05/13/2026

Retirement today feels more uncertain than ever — rising costs, market changes, and questions about the future leave many Canadians wondering if they’re truly prepared.

Join us for an in-person Lunch & Learn, designed for those approaching retirement. Discover practical strategies and insights including CPP and OAS optimization.

Plus, you can book a complimentary consultation anytime for personalized retirement planning support.

📅 Thursday, May 21 | 12:00 PM (Noon)
📍 237 Brownlow Ave., upper lobby near big windows

Know someone who would benefit? Feel free to bring them along.
Contact [email protected] to RSVP

Lunch & Learn 🥪Join us for an “old fashioned” in-person Lunch & Learn focused on the Keys to a Successful Retirement. De...
05/08/2026

Lunch & Learn 🥪

Join us for an “old fashioned” in-person Lunch & Learn focused on the Keys to a Successful Retirement. Designed for those approaching or already in retirement, this informative and welcoming discussion will cover important considerations for building confidence and clarity in your retirement years.

📍 237 Brownlow Ave. (upper lobby near the big windows)
📅 Thursday, May 21
🕛 12:00 PM (Noon)

Feel free to bring a friend who may benefit from the discussion!
Kindly RSVP by contacting [email protected] or [email protected].

Address

Suite 100, 237 Brownlow Avenue
Dartmouth, NS
B3B2C6

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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