Are you looking to invest, shop for lowest mortgage rate or get insured? We collaborate with professionals and our in-house experts to ensure that you receive comprehensive financial advice tailored to your investing goals and financial needs. Contact us today to find out which AWealth plan is right for you!
It has been eight years now since I have worked with Andrei at AWealth, and I can confidently say that I have a firm grasp on my current and financial future. Eight years ago Andrei educated and helped me take advantage of our RRSP first time home buyers program. From helping me plan the purchase of my first home to planning my financial future and retirement, Andrei has been nothing short of a genius. Like most couples without any financial background, my wife and I were overwhelmed and confused by the bundle of products thrown at us from various different sources. Andrei brought clarity and helped us choose what’s right for our goals. Many thanks.
*Mutual fund provided by Carte Wealth Management Inc. **Life Insurance products & services provided by Carte Financial Services Inc. and Kabis & Associates Inc. ***Mortgages products & services provided through Dominion Lending Centre Valko Financial Ltd.
Commissions, trailing commissions, management fees and expenses may all be associated with mutual fund investments. Please read the prospectus and/or fund facts before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.
Subject to any applicable death and maturity guarantee, any part of the premium or other amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value according to fluctuations in the market value of the assets in the segregated fund. A nominee account is one in which an investment is held in trust for an individual by a corporation or entity other than the individual. A segregated fund policy held within a self-directed plan is one example of investing in a nominee account. A segregated fund held in a nominee account may not offer creditor protection. Please read your Information Folder carefully and seek professional advice before investing. Commissions, trailing commissions, management fees and expenses may be associated with your insurance contract.