WEALTHplan Information

Gennaro De Luca is a Certified Financial Planner, and Managing Director of WEALTHplan Canada, a financial advisory firm that offers services in all areas of financial planning including tax, insurance, wealth management and mortgage planning. WEALTHplan Canada is Gennaros investment planning brainchild. Previously operating as Redwood Capital Management, WEALTHplan is the culmination of Gennaros love for technology and convenience. He is also a tax expert and founder of TAXplan Canada, a tax preparation firm that offers online and in person tax preparation services. Gennaro is an entrepreneur who has embraced the rise of FinTech, incorporating it into both his investment and tax planning business. His embrace of technology has put him ahead of the curve among other small investment companies and he is constantly striving to develop convenient, user-friendly tech options for his clients and business. Prior to this Gennaro was with Investors Group, rising to the position of Associate Regional Director in Toronto. He has a B.A. from York University. At WEALTHplan our mission, as a team, is to provide our clients with the tools and information required to build a strong financial foundation based on our Stepladder Approach to Financial Planning. It is our belief that a strong financial foundation built on this premise can withstand unforeseen outcomes and circumstances and allow our clients to maintain their standard of living and continue toward achieving their financial objectives. We will further help them understand that a competent financial adviser does not attempt to predict the future; instead, he identifies risk and manages expectations. We will accomplish this by educating and informing our clients and helping them understand that money is not an end in and of itself but simply the means to an end. In doing so we will instill confidence in our clients and the choices they make regarding their finances and by logical extension their lives. Well help you get there one step at a time.