AWEALTH

BUILD YOUR FINANCIAL PLAN IN 3 MINUTES

SIMPLIFY YOUR WEALTH MANAGEMENT

Our financial advisor Andrei Tasevski is an award-winning advisor that simplifies the process of financial planning by implementing tax and retirement strategies. At Awealth we don’t let machines do our work. Every one of our clients has a tailor-made plan that includes a solution for their investments, insurance and mortgage needs. With us, your investments are never on auto-pilot. And we take pride in that.

ABOUT AWEALTH

INVESTMENTS*

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 fixed 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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LIFE EVENTS

AWealth can help you grow your 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

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FINANCIAL PARTNERS

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

CLIENT TESTIMONIALS

AWealth

5.0

Based on 45 reviews

Jay Bhagatwala

16:14 24 Jan 22

Andrei (Carte Financial Services Inc.) helped me a lot in transferring my existing mortgage to different lender. He provided amazing rates for the same. He is honest, timely and reliable , knowledgeable person.I would highly recommend Andrei for mortgage, RRSP, MFs, TFSA and other financial investments.Thanks Andrei for everything.

Mandeep Singh Ahluwalia

01:51 23 Jan 22

Andrei from Awealth has helped me and my family with our financial needs. Andrei has constructed an investment portfolio for our TDSA and RRSP accounts that is outperforming the benchmark. Also, Andrei has set up a risk management plan that has our family fully protected from unforeseen events.Andrei is trustworthy, knowledgeable, patient and most of all a human who cares for other humans.I highly recommend Andrei as a trusted Financial Advisor.

Prashant Warrier

00:35 22 Jan 22

I have been working with Andrei to help me with my financial planning. We have been working together for over a year and what I really like about him is his ability to explain the pros and cons of the investment, looking at the overall picture in terms of his clients financial position, goals,.risk appetite and charting out a roadmap to achieve the financial goals.Look forward to a working with him closely to achieve financial goals in the coming years!Thank you Andrei for all your help.

Mihir Pai

00:24 22 Jan 22

Andrei has been managing my financial investments (TFSA & RRSP) for over a year now. He is an amazing Financial advisor with sound knowledge & acumen in managing financial investments. He is quite responsive & quick to answer your queries & concerns not matter how small they are. I would highly recommend investing through Andrei.

trudel dorcine

01:07 21 Oct 21

Andrei from Awealth has been my Financial Advisor for over 7 yearsI was working with the banks before but Andrei's knowledge and understanding of my needs is way beyond anything else I had experienced before. Portfolio is rock solid, returns are over delivering year of year and I have a written financial plan, again something that the bank never offered me. I strongly reccomed you to connect with Andrei.

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LATEST NEWS

Learn more about investment, insurance, and mortgage in our latest blog posts from AWealth.

By Awealth

19 Sep: 5 Effective Tips To Set Lifetime Financial Goals From An Expert

Your financial goals are the specific monetary amounts that you intend to attain in order to accomplish your life vision….

By Awealth

19 Aug: How Can I Save Money to Keep Up With Inflation?

With the effects of rising inflation, many sectors in a number of industries have seen prices rise. A financial advisor…

By Awealth

21 Jul: 5 Types of Life Insurance in Canada Explained

Life insurance is a key aspect of many Canadians’ overall financial strategy. It can assist your specified beneficiary, such as…

WHICH AWEALTH PLAN IS RIGHT FOR ME?

INVESTMENT

INSURANCE

MORTGAGE

SCHEDULE A CALL

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

*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.