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.

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.
QUESTIONS ABOUT OUR SERVICES?
FINANCIAL PARTNERS

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

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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