Here at AWealth our number one focus are our clients’ goals. If we had to simplify in one sentence what we do, we would say that we help our clients achieve their financial goals by understanding their lifestyle, making recommendations and navigating the sea of different financial products in order to most efficiently help them reach their goals. It doesn’t sound so simple does it? We know it’s not and that is why we have put all our focus on people and not products.
As part of the solution for our clients we have the ability to provide a mortgage through most of the major banks in Canada and an array of life or disability and critical illness insurance products through a variety of insurance companies. We also have access to a wide range of Mutual Funds, Segregated Funds and GICs.
Andrei Tasevski is an award winning advisor. He has served over 300 clients and has an impeccable reputation of helping all his clients build a more secure future.
AWealth specializes in investment, insurance, and mortgage to suit your investing goals, retirement goals, and financial needs. As an Independent Financial Advisor AWealth takes a true holistic approach when advising you and your family in investment, insurance, and mortgage.
AWealth has an extensive and trustworthy network of financial partners in Canada to meet your investment, insurance, and mortgage needs.
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.
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Financial Services
Investment (*)( **):
Registered Education Savings Plan (RESP)
Tax Free Savings Account (TFSA)
Registered Retirement Savings Plan (RRSP)
Non Registered Account
Registered Retirement Income Plan (RRIF)
Insurance (**):
Life Insurance
Health Insurance
Travel Insurance
Mortgage (***)
*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.
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