We provide a customized financial plan that evolves as your circumstances changes! All pieces of your financial life are related. You can’t decide one without it impacting another. Myself and my team are dedicated to providing the right guidance and expertise in all areas of you and your family’s finances. This includes investments, retirement, personal and business taxes, insurance needs and more. We are dedicated and absolutely committed to providing the highest level of beneficial client services.
Paul has been a celebrated radio personality for more than 20 years, most recently as the host of the Sunday Money Show on Newstalk 1010 radio. In 1993, he founded West End We...
Hi, I'm William Barreca, and I specialize in helping Generation X families and business owners simplify the task of creating and protecting their wealth. I understand the uniq...
Shantel joined the West End Wealth team in 2024 as Client Services Manager and is responsible for account administration and processing, client coordination and special events...
Paul has been a celebrated radio personality for more than 20 years, most recently as the host of the Sunday Money Show on Newstalk 1010 radio. In 1993, he founded West End Wealth Planning and partnered with Investment Planning Counsel (IPC), a network of independent advisors serving 300,000 Canadians. West End Wealth Planning is one of IPC’s most successful and forward thinking financial planning practices.
Over the years, Paul and his team of industry professionals and strategic partners have come to realize who they are most suited to work with and the approach they take is one of a specific fit process. Working primarily with business owners, professionals and successful families, Paul and his Team help those clients achieve many things, a work optional lifestyle among them.
They do this through a propriety process, the Guidepost FORMula, taking all the pieces of a client’s individual financial puzzle and putting them in one place. There is no guessing or hoping. Paul’s clients understand that the process is like a recipe; Have all the ingredients needed, apply them at the time they become relevant, and the journey to financial independence becomes more predictable.
Paul has participated in many humanitarian endeavors, such as climbing Mount Kilimanjaro to help raise $175,000 for the Children’s Wish Foundation; helping to build schools in Haiti with the Pinball Clemons Foundation; travelling twice to Honduras with the Save the Children organization to build more sanitary homes for poor families; and raising funds for Holland Bloorview Children’s Rehabilitation Hospital to support disabled children. Paul is also a 20 year sponsor for four children with Plan Canada.
He enjoys practicing his culinary talents, cycling, live music, travel, time at the gym, and reading.
Hi, I'm William Barreca, and I specialize in helping Generation X families and business owners simplify the task of creating and protecting their wealth. I understand the unique financial challenges Gen X faces, I'm here to help navigate those complexities.
I hold both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations, and I'm a proud member of the Financial Planning Association of Canada (FPAC). The values FPAC stands for—putting clients' best interests first and providing comprehensive, unbiased financial advice—are at the core of the work I do with my clients.
As an independent financial advisor, I'm not tied to any bank. This allows me to deliver truly objective advice without sales targets or pressure to promote specific products.
My goal is to create holistic financial plans that go beyond just managing investments. Whether it's retirement planning, tax strategies, or estate planning, I help my clients build a complete financial roadmap.
Outside of work, I enjoy reading, working out, cooking and traveling with my fiancée.
Shantel joined the West End Wealth team in 2024 as Client Services Manager and is responsible for account administration and processing, client coordination and special events.
Shantel is described as conscientious and astute and has a wealth of experience in banking and as a Financial Planning Assistant.
Shantel has completed the Investment Funds in Canada (IFIC) course as well as the Life License Qualification Program (LLQP); she is currently working on the Canadian Securities Course (CSC).
Born and raised in Toronto, Shantel now lives in Whitby with her husband, Nik, and their children.
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