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.

INVESTMENT
AWEALTH INVESTMENT

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

INSURANCE
AWEALTH INSURANCE

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

MORTGAGE
AWEALTH MORTGAGE

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

FIND OUT WHICH INVESTMENT PLAN IS RIGHT FOR YOU
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.
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.
FIND OUT WHICH INSURANCE PLAN IS RIGHT FOR YOU
FINANCIAL PARTNERS

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

LATEST NEWS

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

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

*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.

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