Our clients are the number one priority at AWealth. We help clients reach their financial goals through understanding their lives, providing recommendations, and helping them navigate the maze of financial products to help them achieve these goals. This doesn't sound very simple, does it? It's complicated, we know that. That is why our company has shifted all of its focus to people, not on products.
We can provide mortgages through all the Canadian banks and a range of critical illness and life insurance products through various insurance companies as part of our client solutions. Access to many Mutual Funds, GICs, and Segregated Funds is also available.
Andrei Tasevski has been awarded as an advisor. Over 300 of his clients have been served by him. His impeccable track record is one that helps clients create a better future.
Reviews Summary
Reviews of Andrei Tasevski show he's respected by his clients. He helps with mortgages, financial planning, and investments. Many say he's excellent at educating clients and makes financial topic straightforward. Andrei is known for coming up with financial solutions and making decisions easy. Clients also say he's compassionate and works to understand each client's situation. Many acknowledge Andrei's advice, planning experience, and technical know-how. They say his information is reliable and well-informed. He's excellent at implementation and communication.
Client feedback shows that Andrei's services can improve financial results. Many say that they have seen notable progress since hiring him. Resign has been strong. One client said they're looking forward to the future because Andrei outperformed. The relationships others have gained from this work and the trust created. Clients report feeling confident in their financial future. Andrei's mortgage services are also well-received, with clients noting that he is fast, and the process is low-stress. Considering how Andrei has eased financial anxiety and improved finances for many clients, many highly recommend his financial services.
Frequently asked questions
7 questions
What do AWealth clients say about the work?
Clients frequently praise Andrei for his expertise, responsiveness, and personalized approach. Many highlight his ability to construct effective financial plans and manage investments, noting significant improvements in their financial situations and peace of mind.
Does AWealth offer mortgage services for first-time buyers?
Yes, AWealth provides mortgage services, including First Time Mortgage and Mortgage Refinance options. Clients have expressed satisfaction with the team's knowledge and support throughout the mortgage process.
Can I get help with retirement planning at AWealth?
Absolutely. AWealth offers comprehensive Financial Planning services, including Retirement Planning. Clients appreciate Andrei's thoroughness in creating tailored strategies to help them achieve their retirement goals.
They offer various Insurance Services, including Life Insurance and Investment Loan Insurance. Clients have reported positive experiences with the insurance solutions provided, emphasizing the team's attentiveness to their needs.
How does AWealth assist with investment management?
AWealth specializes in Investment Management services, including Portfolio Construction, RRSP Management, and TFSA Investment Planning. Clients have noted significant improvements in their investment returns after working with Andrei.
Where is AWealth located?
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2, Canada
Location & directions
Mississauga, Ontario
AWealth
Financial Consultant
Address
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2, Canada
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