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The Portfolio Recovery Strategy Program ™

An investment recovery strategy service designed to help individuals reclaim market losses and preserve those gains as the economic cycles evolve.


Estate Capital Management System ™

A process to calculate capital needs both for the “estate period” and the “retirement period” for a family.


Commuted Value Proposal System ™

A methodology and a comprehensive client reporting document to compare a defined benefit pension option to its commuted value.


Your Retirement Map ™

A unique retirement income planning program that emphasizes client participation and focuses on capital preservation and income sustainability.


Other programs and services offered by Westdale Financial Services:

  • Customized Newsletters
  • Portfolio Recovery Report ™
  • Life Insurance Capital Management System ™
  • Client Taxation Worksheet ™
  • Fee for Service Calculator ™


For more information about our services, please contact us today.

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