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 exceptional knowledge, responsiveness, and ability to create tailored financial plans. Many highlight his dedication to understanding their unique situations and providing solid investment advice, leading to improved financial security.
Does AWealth handle mortgage services, and what do clients say about their experience?
Yes, AWealth offers mortgage services including first-time mortgages and refinancing. Clients commend Andrei for his expertise in securing favorable rates and guiding them through the mortgage process, often noting his patience and thoroughness.
Can I get help with retirement accounts at AWealth?
Absolutely, AWealth provides retirement accounts consultation, including RRSP contribution planning and pension plan reviews. Clients appreciate Andrei's ability to create effective retirement strategies that align with their financial goals.
Does AWealth offer comprehensive financial planning services?
Yes, they provide comprehensive financial planning, including tax-efficient investment strategies and retirement planning. Clients often note the thoroughness of these plans and Andrei's ability to explain complex concepts clearly.
What types of insurance services can I access through AWealth?
AWealth offers various insurance services, including life insurance and health insurance consultations. Reviewers highlight Andrei's commitment to finding the best coverage options tailored to their needs.
Is AWealth good for investment management, and what do clients say?
Yes, AWealth specializes in investment management, including portfolio construction and RRSP management. Clients express satisfaction with the performance of their investments and Andrei's proactive communication regarding their portfolios.
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