Business Details
16 Years
experience
Your Trusted Financial Partner in Mississauga
At AWealth, we prioritize our clients' financial goals by crafting personalized strategies that simplify wealth management. With over 15 years of combined experience, our team specializes in tax-efficient retirement planning, investment portfolio optimization, and comprehensive insurance solutions. We distinguish ourselves by avoiding automated systems, ensuring every client receives a tailored approach that integrates investments, insurance, and mortgages. Our commitment to transparency and client-centric service has earned us recognition as an award-winning advisory firm.We collaborate with industry experts and maintain partnerships with major Canadian financial institutions to deliver holistic advice. Our track record demonstrates consistent outperformance of benchmarks, supported by a disciplined process that balances risk management with growth objectives. We emphasize lifelong client relationships, adapting strategies to evolving life events from starting out to retirement.
Services
Investment Planning
Insurance Solutions
Mortgage Advisory
Retirement Planning
Tax-Efficient Strategies
Estate Planning
RESP Management
RRSP Optimization
TFSA Strategies
Risk Management
Details
- Year established: 2010
Highlights and features
- We implement personalized financial strategies developed by an award-winning advisor
- Our team combines 15+ years of experience with industry-recognized certifications
- We maintain partnerships with major Canadian financial institutions for comprehensive solutions
- Our process avoids automated systems for truly tailored investment management
- We guarantee transparent fee structures with no hidden costs
What people say
Knowledgeable advisor
Stress-free process
Portfolio outperformance
Transparent communication
Tailored solutions
Services
Investment Planning
Our investment planning service creates customized portfolios aligned with your risk tolerance and financial goals. We combine active management with strategic asset allocation to optimize returns while maintaining principal protection. Clients benefit from regular performance reviews and adjustments to adapt to changing market conditions and life circumstances. Our approach emphasizes tax efficiency and long-term growth potential.
Insurance Solutions
We design comprehensive insurance strategies to protect your financial security against unforeseen events. Our solutions include life, health, and critical illness coverage tailored to individual and family needs. We work with top Canadian providers to secure competitive rates while ensuring adequate coverage limits. Our process includes regular policy reviews to maintain alignment with evolving life stages.
Mortgage Advisory
Our mortgage advisory service helps clients secure optimal financing solutions for home purchases or refinancing. We access multiple lenders to find competitive rates and terms suited to your financial situation. The service includes pre-approval guidance, application assistance, and ongoing mortgage management strategies to build equity efficiently.
Retirement Planning
We develop retirement plans that ensure sustainable income throughout your post-work years. Our strategies optimize RRSP conversions to RRIFs, tax-efficient withdrawals, and pension integration. We incorporate longevity considerations and healthcare costs while maintaining growth potential for inherited assets. Regular updates ensure alignment with changing regulations and personal circumstances.
RESP Management
Our RESP management service maximizes government grants and tax benefits for education savings. We create growth-oriented portfolios with guaranteed investment components to protect principal. The service includes contribution optimization strategies and beneficiary management. We provide detailed reporting on grant eligibility and withdrawal planning for post-secondary expenses.
People
Andrei Tasevski
Award-Winning Financial Advisor
Andrei Tasevski has over 15 years of experience in financial services, managing portfolios exceeding $100M in assets. He specializes in tax-efficient retirement strategies and has helped 300+ clients achieve their financial goals. His approach combines personalized planning with rigorous risk management.
Questions
What investment accounts do you specialize in?
We specialize in RRSPs, TFSAs, RESPs, non-registered accounts, and RRIFs, creating customized strategies for each account type to optimize tax efficiency and growth potential.
How do you handle mortgage financing?
We access multiple lenders to find competitive mortgage rates and terms, providing full-service support from pre-approval through closing while offering ongoing refinancing strategies.
What insurance products are available?
We offer life, health, critical illness, and disability insurance from top Canadian providers, with policies tailored to individual and family protection needs.
How are investment strategies developed?
Strategies are built through comprehensive financial assessments, considering risk tolerance, time horizons, and specific goals while maintaining regular performance reviews.
What makes AWealth different from banks?
We provide personalized, non-automated financial planning with independent advisor status, allowing unbiased recommendations across multiple financial institutions.
Do you work with out-of-town clients?
Yes, we serve clients across Canada through virtual consultations while maintaining local expertise in the Greater Toronto Area.
