FINANCIAL ADVISOR

Financial Advisor focused on Financial Planning in Mississauga, ON. AWealth specializes in financial services: 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.

ABOUT AWEALTH

INVESTMENT

AWealth focuses on preserving your principal, generating income, and making your investments grow.

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INSURANCE

AWealth offers a broad range of insurance plans for your specific protection requirements.

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MORTGAGE

AWealth can help you find a fix or variable rate mortgage when you are looking for a new home.

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FIND OUT WHICH INVESTMENT PLAN IS RIGHT FOR YOU

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FINANCIAL PLANNING

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.

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.

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.

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.

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.

FIND OUT WHICH INSURANCE PLAN IS RIGHT FOR YOU

SCHEDULE A CALL

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

Retailors Group

Managing Partner

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.

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

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***

Life Events

Starting Out
Getting Married
Home Ownership
Parenthood
Empty Nest
Retiring
Divorce
Death of A Loved One

*Investments provided as segregated funds through Carte Financial Services Inc. and Kabis & Associates Inc. **Insurance products & services provided through Carte Financial Services Inc. and Kabis & Associates Inc. ***Mortgage products and services provided through Dominion Lending Centres Forest City Funding.