About Us

We are team of passionate and experienced professional investment advisors dedicated to helping clients achieve their financial dreams.

Families

Customized solutions based on you, plans for you to accumulate and preserve your wealth.

Business Owners

Strategies to increase your personal cash flow, keep key employees and protect your business.

Professionals

We provide strategies to help professionals to grow and preserve financial well being.

Self Employed

Being self employed can be challenging, we create integrated strategies to increase your cash flow and protect your business.

Investments

We’ll educate you on how to use your accounts effectively  and help you plan accordingly to achieve your financial goals.

Insurance

Customized solutions built to protect your loved ones and provide you with peace of mind.

Group Services

Attract and retain key employees with cost-effective attractive group health benefits.

Financial Planning

Achieve your financial goals through solid reliable and integrated financial planning.

We’re ready to help you achieve your financials goals.

Latest News

Client Appreciation

I started working with Accureta Wealth Management when our twins were born. We started small with RESP planning. We were welcomed and explained about non-registered and registered accounts in Canada, our contribution limits.

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K. Bamezai

As a Wealth advisor for my family, Accureta Wealth Management team is everything for us when it comes to financials.

My investments were dispersed all over and never got the full picture of my investments and didn’t have clarity on future requirements.

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N. Gattu

Overall Accureta Wealth Management team gives an  Excellent service and advice. They do Holistic planning, which helped us in planning for retirement and education. Very approachable and truly transparent in their unbiased advice.

H. Singh

Naveen is a very knowledgeable and experienced Holistic Wealth Advisor. His focus as an advisor to our family is not just limited to investments but on the overall financial health. Before meeting him, I have done many searches on the internet to find a good investment advisor. However, most of the advisors have limited focus on what to consider when planning and executing the financial plans. Team at Accureta Wealth made a tailored plan for our family, guiding us each step of the way, setting goals, defining milestones, picking investments and educating us on each step along the way. Naveen is very approachable and has been always ready to answer my questions. I strongly advise to all of my friends to call him and ask for a “coffee meeting” to learn, get advice on how to stay in control of your financial life and secure their future.

R. Kucukates