Why Work With Us
Mortgage, life insurance and investment advice in Ontario, Canada.
We Believe That Financial Success Starts With Great Advice
At WealthTrack, we specialize in a holistic approach to wealth for people who own and invest in real estate. We provide life insurance solutions to protect and secure the future for our clients, and we offer tailored mortgage and investment advice.
Our goal is to empower individuals and families by crafting personalized financial solutions that suit their unique life stages and financial goals. We focus on the big picture with a long-term approach to financial success.
Hear firsthand how WealthTrack can provide peace of mind and financial security to our valued clients.
Borrow, Build, Preserve
“David has the ability to take a stressful and intimidating situation and completely streamline and simplify it. His patience and level-headed nature lend itself perfectly to helping make those crucial life-choices. In a sea of uncertainty, David is someone I definitely want on my side.”
“What standout the most when dealing with David is his transparency and how much he cares to provide the best for his clients no matter what. His tips and advices are amazing and he makes sure to provide the proper financial education to his clients based on their situations. I highly recommend using David Pipe services!!"
Our Client-Centric Approach
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We take the time to understand your objectives and aspirations.
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We gather information to assess your current financial health, taking a comprehensive look at your overall financial situation.
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We compare different financial strategies and solutions against your long-term vision, identifying the best route to meet your goals.
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We craft a personalized financial plan that aligns with your needs and objectives, taking into account all aspects of your financial life.
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We implement the strategies, putting your financial plans into action.
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We monitor the progress of your financial plan, making adjustments as needed to keep you on track towards your goals.
Meet the Team
David Pipe,
BBA, MBA
Advisor & Mortgage Agent L2
Emily Roe,
BFA, MBA
Marketing & Communications Coordinator
Our Commitment to You
Our core values are integrity, transparency, and exceptional customer service. We focus on understanding your unique needs to provide customized, quality solutions to help you achieve your financial goals with confidence.
More About David Pipe
David offers a holistic approach to mortgages, investing and wealth-building. After 15 years of partnering with some of the world’s largest retailers, David now focuses on helping entrepreneurs, families and investors. An active investor in real estate, David provides clients with tailored advice on mortgages, life insurance and investments. He likes to help clients see the big-picture, and his approachable nature can make complex ideas seem simple. He believes in continuous education and has an MBA from Wilfrid Laurier University along with being fully licensed by the Financial Services Regulatory Authority of Ontario (FSRA). David lives in Guelph with his wife Kate and their three children.
