DEATH OF A LOVED ONE


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.

QUESTIONS TO CONSIDER


Can I transfer my spouse’s investments into my name?

Awealth can assess your current financial state and recommend the most efficient solution while minimizing fees.

Learn More About RRSP

Can I transfer my spouse’s investments into my name?

Awealth can assess your current financial state and recommend the most efficient solution while minimizing fees.

Learn More About RRSP

Will I need to restructure my investment portfolio?

Anytime there is a change in financial circumstances your portfolio needs to be assessed and looked at by a professional. Any change in disposable income will affect your future financial plan.

Learn More About Registered Retirement Income Fund

Will I need to restructure my investment portfolio?

Anytime there is a change in financial circumstances your portfolio needs to be assessed and looked at by a professional. Any change in disposable income will affect your future financial plan.

Learn More About Registered Retirement Income Fund

Find out which Investment Plan is right for you?

Let’s discuss your Investment Plans

Book Consultation

FINANCIAL PARTNERS


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

Find out which Insurance Plan is right for you?

Let’s discuss your Insurance Plans

Book Consultation

CLIENT TESTIMONIALS


We have a large number positive 5 star client reviews

Bryan Gilbert
Bryan Gilbert
2022-05-04
Worked with Andrei Tasevski, to get my first mortgage. He is incredibly knowledgeable and taught me a lot. He explained everything about the mortgage process and helped make me feel confident. I would highly recommend Andrei for anyone looking for a mortgage. Bryan
Jay Bhagatwala
Jay Bhagatwala
2022-01-24
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
Mandeep Singh Ahluwalia
2022-01-23
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
Prashant Warrier
2022-01-22
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.
trudel dorcine
trudel dorcine
2021-10-21
Andrei from Awealth has been my Financial Advisor for over 7 years I 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.
Rose Lefebvre
Rose Lefebvre
2021-07-21
My fiancé and I remortgaged our home. I can’t begin to explain what a help Andrei is not only did he find us the best rate but he was able answer any question we had. Very flexible with time (my fiancé and I work odd hours) and very knowledgeable. This was the best choice we made. He’s very friendly and got things rolling pretty quickly. I’d recommend him to anyone and everyone. It’s honestly the most stress free decision you’ll ever make.
Marvin Torreno
Marvin Torreno
2021-02-04
I’ve been investing with Andrei and AWealth for many years. I have 3 children and he setup RESP investments for all 3. He was very helpful and explained the process entirely. I also had my RRSP investments scattered with many banks. Andrei helped me consolidate all of my RRSP investments. On top of that, I am seeing much greater growth now that he is managing my investments (versus what I was getting at the bank). I highly recommend Andrei and AWealth!!
Kavita koundinya
Kavita koundinya
2021-01-04
Andrei recently helped me and my husband refinance our mortgage and is professional, easy to work with and incredibly patient! The whole process was smooth and needless to say we will be coming back to him for any future financial services. Thanks, Andrei and we wish you continued success!
Hillditch D'Souza
Hillditch D'Souza
2021-01-04
Andrei’s integrity and strong financial planing acumen is helping guide our vision towards our goal in a balanced and pragmatic way.
Damien Northmore
Damien Northmore
2020-08-05
referred to me by a dear colleague, Andrei has been an excellent financial advisor! Andrei helped me and my family create a financial plan that includes managing my RRSP, TFSA and Non Registered accounts. ( also points for taking full advantage of an Investment Loan program that I didn't know exist) Also he helped set up an amazing RESP provider that bonuses my child's education fund by 15% each year. Not to mention that he was able to provide better life insurance coverage compared to my previous policies. In terms of cash, I've seen some great returns too. He's a great guy and very responsive and happy to answer any questions I have. Highly recommend!

CONTACT US


Feel free to call or email. You can also fill out the form below to book a consultation with us.

CONTACT US


Feel free to call or email. You can also fill out the form below to book a consultation with us.

Book a Consultation

Which Awealth Plan is right for me? Schedule a consultation on your investment, insurance or mortgage needs.

Book a Consultation

Which Awealth Plan is right for me? Schedule a consultation on your investment, insurance or mortgage needs.