It pays to be prepared.

We understand the unique needs of busy professionals.
Build wealth, manage risk. That’s true peace of mind.

Learn more about managing and protecting your future

At Welch Financial, we think beyond banks when it comes to investments. Our focus is on helping you secure peace of mind and the assurance of a comfortable future, no matter what life may throw your way.

Like everything in life, it pays to be prepared.Contact us today for
a consultation

A few kinds words from some valued clients

We’re only as good as our clients’ experience. Here's what they have to say.

Glenn has proven to have a great approach to insurance planning and has provided extremely well tailored solutions and concise ongoing feedback about our portfolio. Most importantly, Glenn always delivers exactly what he promises and has shown a tremendous amount of respect for my busy schedule. Cindi and I have been working with Glenn since 1987 and we wouldn't hesitate to recommend him to friends and colleagues.

Ken Holland
General Manager, Edmonton Oilers

Glenn is the only insurance advisor I know who makes a solid effort to actually consider his client’s full situation on an objective basis, and while certainly an adept salesperson, he does a good job of not letting that salesmanship overpower his objectivity. Glenn has been providing insurance advisory and estate planning services to me since 2002.

Andrew J. Trevoy
Ogilvie LLP

Glenn has worked with us for more than 25 years on our Insurance Planning & Estate Strategies. We’re confident that he provides timely, accurate information and sound advice, not only for our personal policies but also for matters related to our business. We would highly recommend Glenn to other entrepreneurs and business owners who have a need for a diverse range of insurance products.

Tony & Myra Sieweke
Restaurant / Franchise Owners

I have had the pleasure of working with Glenn in order to update my insurance portfolio. My wife and I were impressed with his knowledge of both insurance and business applications, as well as his knowledge of professional corporations as it relates to the medical community and tax law. Furthermore, it was a great delight to deal with someone who acts with utmost professionalism; who is very easy to talk with and who is very comfortable discussing any issues of concern.

Dr. Ernest Hodges MD, FRCSC