About Us
WDB + Associates is an independent, full-service firm that offers personalized, comprehensive wealth management and insurance plans for clients and their families based on their specific needs today and their visions for tomorrow. We take the time to understand your financial circumstances, and use our knowledge of current product offerings to provide strategic financial planning for individuals, families and business owners. We take pride in our longstanding relationships with our clients, the trust they place in us and the results we've helped them attain.
Warren Blatt, CLU, CHS, FEA
Financial Security Advisor
Since 2006, Warren Blatt has brought to his clients a knowledgeable and caring approach to financial and insurance planning. As a CLU, CFP and CHS designated insurance professional, Warren demonstrates keen insight into risk management, and communicates in a clear and timely manner with his clients.
Warren's experiences as a business owner who has weathered career and life changes, and also as a husband and father, have honed his understanding of decision-making paradigms and client concerns, and earned him a place at the top of his profession. He possesses the ability to support his clients in maintaining insurance plans that are both flexible and realistic.
Warren is a member of CALU – Conference for Advanced Life Underwriting (CALU), a national professional membership association of established financial advisors (life insurance, wealth management and employee benefits), accounting, and tax, legal and actuarial professionals. For more than 20 years, CALU has engaged in political advocacy and government relations activities relating to advanced planning issues on behalf of its members and the members of its sister organization, Advocis. Through these efforts, CALU represents the interests of some 11,000 insurance and financial advisors and in turn the interests of millions of Canadians. This valued membership ensures that Warren remains at the forefront of the field and supplies leading edge advice, products and strategies to his clients.
Michelle Diaz
V.P. Operations
With over 25 years of industry experience, Michelle has established & thriving relationships with Insurance Advisors and Insurance Carriers. Michelle provides a high level of value added service evidenced through her dedication and determination in advocating her client's best interest to the insurance companies.
Michelle works in partnership with internal and external partners to ensure that all aspects of the underwriting and new business process is managed effectively and professionally. She brings a high level of enthusiasm and energy and deep-rooted customer service skills to WDB + Associates.
Michelle is actively involved with the Toronto Humane Society, World Wildlife Federation and Amnesty International. Her greatest passion is serving as the President of the Canadian chapter of Guitars Not Guns, a registered charity for Toronto's youth living in at-risk communities.
Videos
A Word on The Value of Advice From Our Founder, Warren D. Blatt, CLU, CHS
Services We Offer
Financial Planning
Tax & Estate Planning
Living Benefits
Executive Compensation
Travel and Health Insurance
WDBA is partners with Ironshield Financial Planning for financial planning services.
Financial Calculators
Our financial calculators are designed to help you make informed decisions about your financial future.
Mortgage Calculator
Calculate your mortgage payments and amortization schedule
TFSA Calculator
Plan your Tax-Free Savings Account contributions and growth
RRSP Calculator
Calculate your RRSP contributions and retirement savings
Retirement Planner
Plan your retirement income and savings needs
Tax Calculator
Estimate your Canadian income tax and take-home pay
Contact Us
Address
20 Eglinton Avenue West,
Suite 1001
Toronto, ON
M4R 1K8
Phone
416-646-2433