Profile
"West Oak’s success has come from always putting our clients’ best interests first and always finding ways to improve and add more value to them"
Andrew mcquiston,
west oak family office, wellington-altus private wealth
Erik Wachman is a financial planning advisor with the WWH Financial Group at Assante Wealth Management. Part of a multi-advisor practice, he is one of three accredited financial planners on the team and takes pride in creating a family-style atmosphere for the practice.
Erik has worked in the financial services industry since 2014. He spent five years with the Royal Bank of Canada, where he helped investment professionals with tax, legal and estate planning matters and led the development of a digital wealth management platform. He obtained his Bachelor of Commerce degree from the Queen’s School of Business in 2011 and completed his JD and LLL degrees in the Bilingual Law program at the University of Ottawa. An avid learner, he earned his Registered Financial Planning (RFP) designation from the Institute of Advanced Financial Planners in 2022. He strives to continuously hone his aptitudes and is looking to obtain his Trust and Estate Practitioner designation.
Erik is also an active member of the community, taking part in various fundraising initiatives and volunteering for different organizations. He recently served as president of the Queen’s Business Toronto Alumni chapter. He is also a sports and travel enthusiast who plays hockey year-round and is learning to appreciate golf.
350 Burnhamthorpe Road West, Suite 218, Mississauga, Ontario, L5B 3J1
416 880 2054
ewachman@assante.com
linkedin.com/in/erikwachman
wwhfinancialgroup.com
Erik Wachman
Financial Planning Advisor
Assante Wealth Management
Read on
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Bio
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Profile
Milestones
2022
Insurance Business Magazine | Key Media
About to open a third office in Sutton, which will also be a mortgage shop where clients can come in for help and advice
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018-present
Ted Talk in collaboration with key media
MIMA Mortgage and Protection Advice
Nominated for Mortgage Strategy Award 2021
Best mortgage broker under eight advisers
Stonebridge top 10 adviser for three years
Sign language qualification, level 1
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2010-2018
Ted Talk in collaboration with key media
Heritage Independent Mortgage Advisers
2010-2018
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2022
Ted Talk in collaboration with key media
Earned his RFP designation
Obtained Registered Financial Planning Designation
Awarded Wealth Professional Rising Star Award
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2019
Ted Talk in collaboration with key media
Joined WWH Financial Group at
Assante Wealth Management
2019
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2019
2022
2010–2018
2018–present
2022
Erik
Wachman
Financial Planning Advisor
Assante Wealth Management
Read on
Special Report
Home
Bio
Milestones
Profile
Milestones
2022
Insurance Business Magazine | Key Media
About to open a third office in Sutton, which will also be a mortgage shop where clients can come in for help and advice
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018-present
Ted Talk in collaboration with key media
MIMA Mortgage and Protection Advice
Nominated for Mortgage Strategy
Award 2021
Best mortgage broker under
eight advisers
Stonebridge top 10 adviser for
three years
Sign language qualification, level 1
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2010-2018
Ted Talk in collaboration with key media
Heritage Independent Mortgage
Advisers
2010-2018
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2022
Ted Talk in collaboration with key media
Earned his RFP designation
Obtained Registered Financial Planning Designation
Awarded Wealth Professional Rising Star Award
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2019
Ted Talk in collaboration with key media
Joined WWH Financial Group at
Assante Wealth Management
2019
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2019
2022
2010–2018
2018–present
2022
Erik Wachman
Financial Planning Advisor
Assante Wealth Management
Read on
Special Report
Home
Bio
Milestones
2022
2018–present
2010–2018
2022
2019
2022
Insurance Business Magazine | Key Media
About to open a third office in Sutton, which will also be a mortgage shop where clients can come in for help and advice
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2018-present
Human Resources Magazine | key media
MIMA Mortgage and Protection Advice
Nominated for Mortgage Strategy Award 2021
Best mortgage broker under eight advisers
Stonebridge top 10 adviser for three years
Sign language qualification, level 1
2018-present
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2010-2018
Human Resources Magazine | key media
Heritage Independent Mortgage Advisers
2010-2018
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2022
Human Resources Magazine | key media
Earned his RFP designation
Obtained Registered Financial Planning Designation
Awarded Wealth Professional Rising Star Award
2022
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
2019
human resources | key media
Joined WWH Financial Group at Assante Wealth Management
2019
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Milestones