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WFS Wealth and Financial Strategies: The Strategic Partner Behind Comprehensive Wealth Planning

The Strategic Partner Behind Comprehensive Wealth Planning

Dave Watson

Founder and President

WFS Wealth and Financial Strategies

Process-Driven Planning for Wealth Protection and Growth

Michael LeBlanc

Senior Portfolio Manager and Senior Wealth Advisor

LLC Private Wealth

Insurance - Means to a Financial Planning and Wealth Protection End

Vijayan Ramanjulu, Head of Legal & Secretariat UEM Sunrise Berhad

The Evolving Role of Corporate Tax Planning: A Strategic Asset Amid Automation and Generative AI

Melissa Hall, Senior Vice President of Global Tax Assurant

Navigating Retirement Planning in the Ever- Changing HR Landscape

Evren Yildirim, Director, Compensation & Benefits Amco

Guiding Growth and Stability: Navigating Corporate Planning

Fabio Frassani Alonso, Finance Manager FP&A, Related Business, Financial Planning Manager Sobeys

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