Financial & Wealth Management You Can Trust
Proudly Servicing 1200+ Clients Over 30 Years
How much money are you leaving on the table?
Build your personalized (and free) Asset Map® Report to diagnose your current situation and roadmap to financial freedom. Watch how.
Trusted By 1200+ Clients
$148+ Million
Financially secured assets held under management for our clients
19 Different Industries
Served and succeeded in
30 Years of Expertise
Making an impact in our community
Discover our services
Retirement
We design retirement strategies that turn your savings into reliable income—so you can retire on your terms, without compromise.
Estate Planning
We create structured estate plans that minimize taxes and legal headaches—ensuring your legacy goes where you want, how you want.
Insurance
We match you with the right insurance solutions—protecting your income, assets, and family from life’s what-ifs.
Discover Your personalized roadmap for your future
Spending money unknowingly or unwillingly is not the way to create success.
Hear What Our Happy Clients Have To Say
★★★★★
“You have patiently helped me see my path to my investments and my retirement.”
You have patiently helped me see my path to my investments and my retirement. Knowing the plan makes such a difference! I know I’m going to be okay.
— SW
★★★★★
“You explain everything to me in an understanding way and your help is invaluable.”
Words really cannot express how much I am grateful for all of your help with my financial security over the years. You explain everything to me in an understanding way and your help is invaluable. You have served our family well over the years.
— CM
★★★★★
“He has gained my trust and put my family’s goals back front and center.”
“After losing the trust in the financial planner I was with, I was advised to talk to Winston. He has gained my trust and put my family’s goals back front and center. We feel more secure about our retirement goals and family security moving forward.”
— WS
We Have 4 Locations To Serve You
Mississauga
Calgary
Vancouver
New Brunswick
“Growing old is inevitable.
Growing up is optional!
Let us bridge your financial needs at Henley Financial & Wealth Management Inc. when and where you need it the most!”
Ready to Take Control of Your Financial Future?
An umbrella will protect you and your family from the rain on a rainy day... Why not let Henley Financial & Wealth Management Inc. help you create a strategy to protect your family's financial security for everyday.