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AWealth

Address: 6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Mortgage Services First Time Mortgage $10,000 - $20,000 Call to Book
Mortgage Refinance $5,000 - $15,000 Call to Book
Mortgage Rate Consultation $100 - $300 Call to Book
Investment Management Portfolio Construction $1,000 - $5,000 Call to Book
RRSP Management $500 - $2,000 Call to Book
TFSA Investment Planning $500 - $2,000 Call to Book
Financial Planning Comprehensive Financial Plan $1,000 - $3,000 Call to Book
Tax Efficient Investment Strategies $300 - $1,000 Call to Book
Retirement Planning $500 - $2,500 Call to Book
Insurance Services Life Insurance $1,000 - $5,000 Call to Book
Investment Loan Insurance $250 - $1,000 Call to Book
Health Insurance Consultation $150 - $500 Call to Book
Education Savings Plans RESP Setup $200 - $600 Call to Book
Investment Options for Education $300 - $1,500 Call to Book
Retirement Accounts Consultation RRSP Contribution Planning $100 - $400 Call to Book
Pension Plan Review $200 - $600 Call to Book

What people love

From reviews
Knowledgeable advisor Solid financial advice Responsive communication Smooth mortgage process Strong returns Excellent customer service Flexible scheduling Trustworthy advisor Supportive during challenges Investment strategies

About this business

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.

Location & directions

Mississauga, Ontario
AWealth
Financial Consultant
Address
6755 Mississauga Rd #425, Mississauga, ON L5N 7Y2, Canada
Hours
Open 9:00 AM - 5:00 PM
AWealth Reviews · 5.0 average
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