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Celebrating 27 Years of Service 


Don't wait for Retirement .

 Plan for it.








PLEASE BE ADVISED. OFFICE IS TEMPORARILY CLOSED. APPOINTMENT ONLY. 

In light of recent developments related to COVID-19 we have made the decision to temporarily close the Manulife office on 23 Church St. Catharines to aid in minimizing the spread of the virus.  We will still see clients in person with an appointment. Masks and safety precautions have been taken at the facility. 

We are also still available by phone or e-mail to discuss and  taking precautions by working out of our home offices. Please feel free to reach out to us in this time if you have any questions or concerns as we all do our part to help get this under control. We will provide updates as they become available. Stay safe everyone and take care of yourselves.    

~ The Wyatt Financial Team 




Meet the Team ! Our family is growing so we can help yours. 

Left: Katlin Wyatt -  BA, IA. Second Left: Elaine Kelly- MBA, CFP, FCSI 

Second to Right: David Wyatt BA, B.Comm, CFP  Right: Terry Wyatt Executive Assistant

 Not Shown: Diana Kainko- Executive Assistant. 



"Listen to advice and accept instruction and in the end you will be wise”
Proverbs 19:20

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Planning for the Future 

We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.



Building a Foundation

We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.