Wesolowski Financial Inc.
Investments. Insurance. Advice. All in one place. Driven by our co-operative values, we put people – like you – first. And that’s not about to change.
True or False: You need to be wealthy to have an estate plan.
06/26/2026
Reach out to us today for honest, empathetic advice tailored to your budget.
06/23/2026
Planning ahead is all about the details. Understanding the difference between a successor and a beneficiary can make a meaningful difference for your loved ones. In Quebec, TFSA transfers to a specific person upon death must be handled through a will. Connect with us to learn more.
Who takes over a TFSA when the owner has passed?
A – Successor holder
B – Beneficiary
Let us know in the comments.
05/21/2026
We can help you build a retirement plan that supports your goals, values and lifestyle. Connect with us to learn more.
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Contact the business
Address
6437 Cartmell Place SW
Edmonton, AB
T6W3L5
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
