Financial Planning & Insurance

Plan your future
with clarity, not jargon.

WestPro Financial Solutions helps families and business owners build a plan for life insurance, retirement, and everyday financial decisions — explained plainly, built around your actual life.

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LicensedFinancial Advisor & Lawyer
Canada & U.S.Cross-border clients
1:1Personal planning, no scripts
Retirement Ready
On Track
Coverage Reviewed
Annually
Services

Guidance for every stage of your plan.

Whether you're protecting a young family or preparing to retire, each service starts with a conversation, not a product pitch.

01

Life Insurance

Term, whole, and universal life coverage sized to your family's real needs — not a one-size number.

02

Retirement Planning

RRSP, TFSA, and segregated fund strategies built around when you actually want to stop working.

03

Group Benefits

Employee health, dental, and disability plans for small business owners who want to take care of their team.

04

Critical Illness & Disability

Income protection so an unexpected diagnosis doesn't become a financial crisis on top of a health one.

05

Estate & Legacy Planning

Make sure what you've built passes on the way you intend, with less tax and less friction for your family.

06

Annual Plan Reviews

Life changes — your plan should too. A standing yearly check-in keeps coverage and goals aligned.

Iby West, WestPro Financial Solutions Advisor
About Iby West

Legal insight meets financial strategy.

I'm a fully licensed Financial Advisor serving clients across Canada and the United States, and a qualified Lawyer. I bring a unique combination of legal insight, strategic thinking, and financial expertise to every client relationship, because financial success doesn't happen by chance, it happens through intentional planning, informed decisions, and the right guidance.

My practice focuses on personalized strategies spanning wealth accumulation, tax-efficient investing, retirement planning, estate preservation, life insurance, and business succession planning. As a lawyer, I also understand the legal considerations that often accompany major financial decisions, allowing me to offer a broader, more strategic perspective when helping clients safeguard their future.

Your goals deserve more than generic advice. They deserve a strategy built around you.

Licensed Financial Advisor Qualified Lawyer Serving Canada & U.S. Clients
Why WestPro

What working together looks like.

1

Plain-language advice

Every recommendation is explained in terms you'd use with a friend, not an actuary.

2

No product pressure

Recommendations are based on your goals first — the right product follows, not the other way around.

3

Ongoing relationship

Plans are reviewed yearly as your life changes — a marriage, a new business, a growing family.

4

Independent guidance

Access to multiple carriers means the plan is built around you, not one company's product lineup.

"I finally understood what my coverage actually meant. WestPro walked me through it like a person, not a policy number."
A. Thompson — Client since 2023
Get In Touch

Let's build your plan.

Book a free, no-obligation call to talk through your goals — or send a message and we'll get back to you within one business day.

Email iby@westprofinancialsolutions.com
Phone +1 (437) 262-7443
Location Serving clients across Canada & the United States
Book a Free Call