Warr Wealth Management is an independent financial planning firm founded in 2000, dedicated to empowering clients with tailored strategies for long-term financial success. With over two decades of experience, the company stands out for its unwavering commitment to independence, ensuring unbiased advice free from corporate affiliations or product quotas. At the heart of Warr Wealth Management is a client-centric approach, where personalized service and deep relationships form the foundation of every interaction.
The firm specializes in comprehensive investment advice and retirement planning for both individuals and corporations, helping clients navigate market complexities to build and preserve wealth. Additionally, Warr Wealth Management offers robust insurance solutions, including life, disability, and critical illness coverage, to safeguard against life's uncertainties. Serving a discerning clientele of professionals, self-employed entrepreneurs, and high-net-worth individuals, the firm combines expertise, integrity, and innovation to deliver exceptional results that align with each client's unique goals and aspirations.
"At Warr Wealth Management, our independence fuels our integrity. Since 2000, we have been committed to delivering unparalleled client service through expert investment advice, strategic retirement planning, and comprehensive insurance solutions. We partner with professionals, entrepreneurs, and high-net-worth individuals to secure their financial futures with personalized, unbiased guidance that puts their success first."
At Warr Wealth Management, we believe true wealth extends beyond numbers on a balance sheet - it’s the freedom to live with purpose, security, and confidence. We take a highly personalized, consultative approach to financial planning, working closely with you to understand your goals, priorities, and the legacy you wish to create.
As independent advisors, we are not bound by institutional products or mandates. Our recommendations are guided solely by your best interests and informed by experience, research, and discipline. We integrate investment management, retirement planning, estate structuring, and risk protection into a cohesive strategy designed to preserve and grow your wealth over time.
Our role is to simplify complexity, provide clarity in decision-making, and ensure that every financial choice aligns with your long-term vision.
Our clients choose Warr Wealth Management for the assurance that comes with independent, objective advice and a proven, disciplined process. We provide strategic insight, consistent communication, and a commitment to excellence in every aspect of your financial life.
Your ambitions are unique - your financial plan should be too.
With 25 years of industry experience, Tim is an integral member of the financial services team for Warr Wealth Management. In addition to his Bachelor of Commerce degree, Tim has achieved the Certified Financial Planning (CFP) designation.
As a Certified Financial Planner, Tim specializes in retirement planning, offering one-on-one investment consulting, retirement and estate planning counseling, and an array of other personal financial consulting services to guide clients toward achieving their investment goals. This includes life, disability, and critical illness insurance. Tim has extensive experience developing and implementing employee group retirement programs and is also a Mutual Funds Representative attached with PEAK Investment Services Inc., registered in Newfoundland, New Brunswick, Alberta, and Ontario.
Andrea has 29 years of experience in the insurance and financial services industry and holds the industry-recognized Certified Financial Planning (CFP) designation. The CFP designation, which is awarded by the Financial Planners Standards Council, is a mark of quality and professional integrity within the financial services industry.
As a Certified Financial Planner, Andrea specializes in retirement planning, offering clients expert advice on investments, insurance, and retirement strategies to guide them toward achieving their investment goals. In addition to her CFP, Andrea has her Life Insurance License (including accident and sickness). Andrea is a Mutual Funds Representative with PEAK Investment Services Inc., registered in Newfoundland and Ontario.
The advisors featured on this website are independent representatives attached to PEAK Investment Services Inc. (PEAK) While the advisors provides personalized financial advice, all investment product recommendations are made and processed through PEAK Investment Services Inc., in accordance with regulatory requirements.
PEAK Investment Services Inc. is a mutual fund dealer registered with the Canadian Investment Regulatory Organization (CIRO). Its activities include the distribution and supervision of investment products such as mutual funds and ETFs. PEAK’s responsibility is limited solely to the investment products it distributes.
Any other services, including financial planning and insurance, are provided by Warr Wealth Management and are not the responsibility of PEAK Investment Services Inc.
PEAK does not own and market any in-house products and does not impose any sale objective. As it is not affiliated to any financial institution or manufacturer, its business model is flexible and provides access to all financial products available and approved for sale in Canada.
Accompanied by our 1,500 registered advisors, professionals and employees across Canada, PEAK has always been in the lead, yet has never lost sight of its values and mission.
Independence • Integrity • Innovation
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* Warr Wealth Management is attached to PEAK Investment Services.
Please see https://cipf.ca for more details. For more information regarding the advisors CIRO registration, please click here to access the CIRO Advisor Report for Warr Wealth Management.
