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ABOUT
Who We Are
Our primary purpose is to help our clients build sustainable wealth through the process of accumulation, growth, preservation and succession while mitigating the effects of taxes, inflation and fees.
OUR SOLUTIONS
TAX
Solutions
WEALTH
Solutions
Get Started with Your
Financial Health Check
Our Financial Health Check is the first step toward creating a Personalized Financial Plan and Wealth Building Strategy. This short questionnaire will provide your financial advisor with an overview of your current financial picture. It will identify areas where your finances are on solid ground as well as problem areas that need to be addressed. And just as importantly, it identifies your primary objectives so your financial advisor knows where to get started.
Get Started with Your
Financial Health Check
Our Financial Health Check is the first step toward creating a Personalized Financial Plan and Wealth Building Strategy. This short questionnaire will provide your financial advisor with an overview of your current financial picture. It will identify areas where your finances are on solid ground as well as problem areas that need to be addressed. And just as importantly, it identifies your primary objectives so your financial advisor knows where to get started.
BOOK AN APPOINTMENT
Need Help?
Have to file your tax return and don’t know where to start? Are you behind with your tax filings and have the CRA hounding you to get caught up? Or perhaps you’ve been re-assessed and need help communicating with the CRA?
We Are Here to Help!
Stop stressing and take the first step toward relieving your tax anxiety by contacting us today. You’ll be glad you did!
Reviews
Gennaro and his tax advisors are very knowledgeable. I recommend their TAXplan services.
Nish B.
Mississauga, ON
We love using TAXplan! Sending documents, questions or comments is very easy with the TAXplan website. TAXplan works hard to maximize our tax return.
Charles D.
Bathurst, NB
As one of Gennaro’s first clients, I can confidently recommend WEALTHplan Canada to anyone who is looking for a long term strategic plan to create wealth and minimize taxes. Gennaro makes it top priority to get to know his clients and recommend investments that are within their risk tolerance. Gennaro takes the time to explain investing and tax concepts in terms that are easy to understand, even for the novice investor. Many try to invest by “timing the market” but the reality is that “time in the market” is the only true way to create wealth
Vito G.
Maple, ON
Over the years, Gennaro has always provided me with solid financial advice and reliable customer service. These are only a few, although most important, reasons I am a long term customer, and will continue to use his services in the future.
Lucas D.
Etobicoke, ON
I have worked with Gennaro and the Wealthplan/Taxplan team for 20 years. They have been a ready source of sound financial advice that has helped me grow my personal wealth and set myself up for a comfortable retirement. I really appreciated Gennaro’s guidance and professionalism and I feel lucky to have a safe pair of hands taking care of my financial wellbeing.
Carolyn E.
Toronto, ON
Gennaro DeLuca has been my trusted financial advisor for over a decade. His advice has always been conscientious and based on sound principles. Gennaro is invariably professional and his attention to detail appreciated. My questions and concerns are always dealt with promptly and efficiently and am never made to feel like “just another client”. I have recommended him to family & friends and now, to you. Your money is in safe hands with WEALTHplan and Gennaro DeLuca.
Michelle P.
Innisfil, ON
I’ve been working with Gennaro for twenty years and would not trust anyone else with my financial planning needs. He and his team are experts. With the knowledge, experience and patience I receive, I know I’m in great hands.
Andrea F.
Toronto, ON
