LIFE EVENTS

AWealth can help you grow financial success from the start. AWealth collaborates with professionals and our in-house experts to ensure that you receive comprehensive financial advice tailored to your investing goals and financial needs.

Starting Out
How should I repay my student loan?

You just finished school and you are ready to enter the workforce. This can be an exciting, yet a daunting transition in your life. AWealth will help you understand how you should prioritize your responsibilities.
Starting Out
Getting Married
Getting Married
How will our marriage affect our investment plans?

Getting married is one of the most exciting changes in your life. AWealth will help you during this new start to resolve any issues.
Home Ownership
How should I finance my new home?

Buying a home as a first-time home buyer or a seasoned purchaser is exciting and brings a lot of changes to your life and lifestyle. AWealth will help you through the processes such as applying for a mortgage for your new home.
Home Ownership
Parenthood
Parenthood
How do we save for our child's education?

The birth of your child is an experience that is second to none. However, the birth of your child comes with a lot of changes in your life. AWealth will help you with strategies and advice during this time to prepare for the present and future.
Empty Nest
What will be the impact of the family budget with my children gone?

Your children leaving home will likely be a sad occasion, but it can also bring you and your spouse new opportunities. AWealth will help to assess the impact of this change on your circumstances and objectives.
Empty Nest
Retiring
Retiring
How will my investment requirements change during retirement?

Retiring means changes in your lifestyle and your life goals. AWealth will help you prepare during this stage of your life.
Divorce
How will my cash flow be affected by my marriage breakdown?

A divorce can cause changes in your life goals. AWealth will help you with strategies and advice to achieving your financial goals in the new direction your life is headed as a result of your marriage break-down.
Divorce
Death of A Loved One
Death of A Loved One
How do I transfer my spouse’s investment assets into my name and what documents will I need?

A death of a loved one can be difficult as it bring changes in your life. AWealth will help you balance your priorities during this difficult time.
WHICH AWEALTH PLAN IS RIGHT FOR ME?
FINANCIAL PARTNERS

AWealth has an extensive and trustworthy network of financial partners in Canada to meet your investment, insurance, and mortgage needs.

CLIENT TESTIMONIALS
Josip Popov

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.

WHICH AWEALTH PLAN IS RIGHT FOR ME?
INVESTMENT
INSURANCE
MORTGAGE

Contact Us

Phone: (416) 666-7264

Email: info@awealth.ca

Web: www.awealth.ca

Address: 425-6755 Mississauga Road Mississauga, ON L5N 7Y2

Business Hours: Monday-Friday: 9:00 - 20:00 Saturday-Sunday: 9:00 - 17:00

*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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