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.
INVESTMENTS*
AWealth focuses on preserving your principal, generating income, and making your investments grow.
INSURANCE**
AWealth offers a broad range of insurance plans for your specific protection requirements.
MORTGAGE***
AWealth can help you find a fixed or variable rate mortgage when you are looking for a new home.
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.
FINANCIAL PARTNERS
AWealth has an extensive and trustworthy network of financial partners in Canada to meet your investment, insurance, and mortgage needs.
CLIENT TESTIMONIALS
LATEST NEWS
Learn more about investment, insurance, and mortgage in our latest blog posts from AWealth.
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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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