Experience Matters.

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When it comes to your money, experience matters.

Wayne Holloway has been helping individuals, businesses, and not-for-profit organizations in Prince Edward Island manage and grow their wealth since 1998.

WayWealth Financial Services

 

Taxes

We are firm believers in paying all taxes due.... But not a penny more. let us help you keep more of your wealth to grow, enjoy and distribute your wealth, your way.

 

Business Interests

As your business grows we help with planning for family security, taxation and the future, so you can focus on your business.

Pensions

We simplify the benefits and rules around pension plans and show you how they fit into your wealth plan.

 

Financial Planning

Financial planning roadmaps custom built to help our clients reach their financial destination.

Severance Packages

We advise clients on the best use of their severance. We consider your taxation, short term and long-term wealth plans.

 

Investing

We work with our clients to create investment portfolios that align with financial goals.

Major Purchases

House, cottage, boat or RV, we help clients with saving for, choosing financing, and determining the effect on your wealth long and short term.

 

Insurance

We identify and employ insurance options that minimize financial risk to our clients and their families.