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The Wealthmore Advantage

Partnering with WealthMore Financial Strategies secures you access to legitimate tax-saving strategies; high-earning professionals can continue to increase their net worth by using WealthMore strategies. We work together with your other business advisors to implement our unique long-term tax and investment strategies. Our WealthMore Financial Strategies are safe and easy to understand. Our clients are constantly impressed how much better off they are and how quick and easy the process was to complete.

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Request your Personalized Blue Print Strategy

Request your Personalized Blue Print Strategy

PRESERVE  YOUR WEALTH

Don’t give half of your wealth to the tax department.
Let us show you how to keep it in your family.

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About WealthMore

WealthMore Results

We’re here to ensure that you maximize the rewards of owning your own business or profession. WealthMore Financial Strategies have proven to work for many business owners and professionals. Because of our knowledge, expertise and experience most of our clients are referred to us by accountants, tax lawyers, and our existing clientele.

Larry K. Berdugo
Larry K. BerdugoCH.F.C., CFP, CLU, CFSB
Managing Principle
Larry is the WealthMore Financial Strategies managing partner and independent broker. Larry’s belief in pragmatic financial and insurance planning strategies stems from his own personal experiences – his father passed away unexpectedly with no life insurance. Continue reading…
Mary Li
Mary LiDirector
Customer Experience
Solutions oriented Director of Client Experience, Mary Li comes with over 12 years of group pensions and benefits experience. She is responsible for day to day administration and operations of the firm.
Continue reading…

Calculators

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Testimonials

Mr Berdugo continually distinguishes himself as a deeply knowledgeable and big picture professional. Mr Berdugo has worked to gain a thorough understanding of our business and personal goals. Mr Berdugo frequently integrates with our legal and financial partners, working to find safe and creative financial planning and insurance programs that benefit our business. His knowledgeable, proactive and service orientated approach has proven to work and provide us with confidence we are in the best possible hands.
Hylton Maizels CO-CEO , Addmore Group
We have been working with Larry for many years and throughout this time Larry and his team have been nothing but professional, committed and have always looked out for our best interest. We trust that Larry has steered us in the right direction. Since applying the products or services, we feel that our family has been well taken care of. We very much appreciate Larry’s direct and informative approach to doing business and have benefited greatly over the years from his expertise. Larry, you are a gentleman and we look forward to continuing our growth through your guidance.
Eli & Gail Benzaquen, HQV inc
“I have been dealing with Larry for our group benefits for over ten years. During this time Larry has demonstrated exceptional customer service skills and has always been attentive to our corporate needs. Larry is proactive when it comes to renewals and continuously presents plans and options to help us keep our costs under control. Prior to our move to WealthMore Financial, we dealt with a number of group benefit providers and instead of the solutions proposed by Larry, they always presented excuses and problems in an attempt to justify the insurance company’s proposed rates. Benefit costs are an expensive line item on the P&L and Larry helps us control and manage that. I would suggest that any company would be well served meeting with Larry and discussing their options with him.”
Love
Mom! - Chief Financial Officer, Major Placement Company
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