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

*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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