Smart Wealth Management
Let us put our 25 years of experience designing
innovative financial and estate plans to help you
optimize your financial and legacy goals.
Whether you are planning for or are enjoying
retirement we can show you how to
make your savings last a lifetime.
What our clients say about our
services. Like any company,
we are always happy to hear that
services are appreciated
What Others Say About Us
I guess it’s probably been over 15 years ago that I met John Shelling and we started out just dealing with some personal financial matters. We got along well with John; we liked his approach, and since then we’ve expanded into dealing with some of the business aspects as well. It’s really worked out great! John’s a good guy.
Thanks to John and TLS for their invaluable planning and ongoing support. Their services have been instrumental not only in my successful transition into semi- retirement, but also providing support to my role as an Executor in the settlement of several complex estates.
On behalf of CIBC and myself I want to thank John and the TLS Financial staff for making our joint Webinar a success. The system TLS has in place produced a very professional presentation with minimal time and effort on my part. This is a very effective medium for reaching out to clients and contacts and we look forward to participating in future Webinars.