Financial Advisor focused on financial management, wealth management in Mississauga, ON. AWealth takes a true holistic approach when advising you and your family. We will take the time to listen to truly understand and clarify your needs, financial goals, and objectives. AWealth collaborates with professionals and our-inhouse experts to ensure that you receive comprehensive financial advice tailored to your specific financial goals and objectives. We will provide you with a financial road map and help you execute the strategies identified in order to achieve your long-term goals and objectives. We believe every action plan should be monitored especially when a material change occurs in your life. As a dedicated independent Financial Advisor, AWealth is here to assist you and your family as your financial needs evolve through each stage of your life.
It has been eight years now since I have worked with Andrei at AWealth, and I can confidently say that I have a firm grasp on my current and financial future. Eight years ago Andrei educated and helped me take advantage of our RRSP first time home buyers program. From helping me plan the purchase of my first home to planning my financial future and retirement, Andrei has been nothing short of a genius. Like most couples without any financial background, my wife and I were overwhelmed and confused by the bundle of products thrown at us from various different sources. Andrei brought clarity and helped us choose what’s right for our goals. Many thanks.
*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.