WealthPrep Easy Match

Easy Match is the most convenient way to reach the best financial advisors in your area. Simply let us know what you are looking for, and we will match you with a WealthPrep Trusted Advisor. We use the information you provide to find the best advice for your unique situation. To get started, select the characteristics that you are looking for in a financial advisor.

Frequently Asked Questions

  • What is Easy Match?

    Easy Match helps you find an advisor. The tool analyses your preferences and current financial situation to match you with the best financial advisor in your area. Upon completion of the tool we will work on matching you with an advisor, who will then contact you.
  • How does it work?

    WealthPrep manually reviews every Easy Match submission to connect you with the right advice, for your unique situation.
  • What information does Easy Match require?

    All fields in the Easy Match tool are optional, except for contact information, which includes your name, email, phone number, and city. This information is required to put you in contact with a local financial advisor. While your preferences, priorities, and financial background are not required, this information is valuable to identify the advisor best suited to your needs. The more information you provide, the better we will be able to match you with an advisor.
  • How quickly will I be contacted?

    You can select your Financial Urgency in Step 3, under the "Background” tab. You can choose to be contacted ASAP, within a few weeks, or later in the year. You can request specifics in the comments box in Step 4, under the "Contact” tab.
  • What does WealthPrep do with the information I provide?

    All information provided through Easy Match is confidential and will not be for any purposes outside of Easy Match. WealthPrep will communicate your financial priorities and background to the advisor with whom you have been matched. This will allow the advisor to arrange preparations before reaching out to you.
  • What if I need to make a change to my submission?

    If you have made an error, or wish to update any information provided through Easy Match, please contact us at info@wealthprep.ca