Services
Welcome to Moakler Wealth Management
“We specialize in guiding you to success in all aspects of your financial life. The services we provide will get you to where you want to be by giving you a combination of wealth management and planning, as well as offering you money-saving strategies, such as setting up a Health Spending Account. We work one-on-one with you to develop your success strategy but you have ultimate control over your finances, so you get what you want.”
AS SEEN ON TV: Read Article Here
What Our Clients Can Expect
In-depth discovery meetings are used to construct complete and integrated wealth plans.
Who's Managing My Money?
Developing the right strategies and processes to suit your profile, plan, and time frame.
FREE Advice
Discover the secrets to successful wealth planning at our FREE Seminars for Doctors ONLY. Enjoy a dinner and informative talk from John Moakler absolutely FREE.
Team&Skills
We Do Our Best
We have comprised a team of brilliant financial professionals who take you and your priorities as our priority. We are always growing and we ensure that the utmost care is taken when building our team of consultants. You can trust that we have a team of excellence and offer you only the best advice you will find on the market. Each and every one of our consultants have high achievements, certificates and qualifications as well as a natural passion to helping you reach your success goals and dreams. The quality of our team is evident with many years of experience that can only come with seeing client after client achieving their success.
We work hard to include each and every area of your finances in our financial plan for you. This is important for you to have success throughout the length of your life without any undesired holes burning your pockets. Life changes, and your plan changes. We are there for you each and every step of the way. This is how we offer more than just one-time investment advice. We take the necessary time to customize your individual plan to suit you, your family and your life style. Your best interest is our best interest! Our goal is to ensure your plan is true to your success at every stage of your life.
President – Senior Wealth Manager
John J. Moakler, Jr., BMath, CFP, CLU
Agent Mortgage Planner
Cathy Woods
Executive Assistant
Samantha Forbes
Marketing Wizard
Gerry Robert
Wealth Management Qualifications
Engagements With Wealth Plans
Disclosure Compliance
Industry Authority
Some Milestones
2000+
Dinner/Seminar Attendees
$300MM
Life Insurance Protection Implemented
97.5%
Customer Satisfaction Rating
$450000
Average Estate Tax Savings/Family
Considerable Reasons
Why Choose Us
Wealth management is more than just investment advice, it is a guide to success in all parts of your financial life. Moakler Wealth Management gives you a combination of financial and investment advice, accounting and tax services, and legal and estate planning. Our team of highly experienced professionals is committed to providing you with the highest service and attention, ensuring your unique financial plan is true to your success at every stage of your life.
Testimonials
Dr. Ralph Folman, MD, Toronto
John was able to bring great focus to my scattered investment planning. By focusing on both my current and future goals, he was able to provide a much more concrete picture of retirement. I really value his periodic follow-up and the fact that he keeps me committed to my goals by scheduling review meetings and keeping my file current and up to date.”
Dr. K. Jang, MD
John Moakler details the necessary steps that are simple to understand and, more importantly, easy to implement. He is the right and best financial planner for me.”
Dr. A. Singh, MD
In my opinion, Heal Thy Wealth is a blueprint for all doctors to follow when it comes to comprehensive financial planning.”
Dr. S. Grewal, MD
A must-read for any doctor, young or old, who is looking to get his/her personal and financial
house in order.”
house in order.”
Bill & Debbie Dempster, Mississauga
We would highly recommend John Moakler to anyone who wants a great financial planning experience. We have been working with John since early 2008. We trust John’s knowledge and expertise when it comes to specific questions surrounding tax, estate, and retirement planning. John meets with us regularly and addresses any concerns about our financial goals. If you want to see the difference between a financial planning expert and a financial advisor, then you need to call John…He’s our EXPERT!”
John & Betsy Hekman, Toronto
From our initial introduction to John Moakler, we have been impressed with John’s expert knowledge about the various aspects of Financial Planning. We received more information from his consultations in one month than from the years we spent with our previous financial consultants. John is constantly updating us on our retirement plan and that makes us feel like we made the right decision in moving to his practice. We are careful about who we trust with our financial future. John and his team at Moakler Wealth Management has earned our trust and we are confident, even with the current financial turmoil, about our future financial security.
Rosemary Walkem, Toronto
I have personally known John for over 30 years and I have been relying on his financial planning advice for the past 10 years. John is personable, dedicated and very knowledgeable when it comes to developing a financial plan. John has the highest level of integrity and his expertise is always consistent. I strongly recommend his services for any and all of your financial planning needs.”
Bruce Little, Cottage Owner, Muskoka
When I received the mailing from John Moakler inviting me to attend a seminar specifically for cottage owners, I reluctantly agreed to attend. Reluctantly because I felt that there would surely be some kind of high pressure sales pitch to go along with whatever information I might gain. The seminar was quite informative and did not include the high pressure sales pitch I was expecting. When John later contacted me and asked for a meeting to discuss my situation I felt comfortable having him over but did not expect that I would move my assets from our current financial institution. Over a cup of coffee John showed me what we should be doing differently, regardless of what fund we might be invested in. The logic was just too strong to ignore, and John made me feel like he was not just another financial consultant out of the same cookie cutter as all of the rest.
I now have all of my money with John Moakler and I am confident that I made the right move, and that confidence feels good.
Our Blog
Latest Posts
23
Nov
As Seen On…….Doctors, Dentists, Great with Patients, Bad with Finances
Read the Featured article here.....
26
Sep
Is There A Conflict Of Interest In The Recommended Risk Management Products?
The other area in which a conflict of interest could arise is in researching and providing the client with risk management products. You need to make sure that the financial planner you are working with is an “independent” financial planner and not an employee who represents one company. In my previous role with that large…
Our Charities of Choice
