833-292-3651 (Toll-Free) / 647-200-5204

Starting Your Career

I’m Starting A New Career, What Do I Need To Do?

You’ve successfully finished school and are looking at starting a career. This is an exciting time in your life, and with a sound financial plan, you can navigate the hurdles and bumps life throws at you, all while saving for retirement. 

Starting Your Career

Services To Consider

Pay Off
Debt

Pay off any debts, student loans and credit cards.

Establish An Emergency Fund

Having an "what if" emergency fund is a key should something happen.

Pay Yourself
First

It's never too early to start planning for retirement. Start a regular savings plan.

Review Your Benefits

It is always a good idea to review your benefits form work including your health and disability benefits.

Learn how we can help you achieve your financial goals

Working with you at various stages of life

“As an independent wealth management team, we guide our clients, helping them to preserve and grow their wealth over multiple generations. We focus on advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping our clients pass on a legacy to their loved ones”
Client Appreciation

What Our Clients Are Saying

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

The 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. 

R. Kucukates

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….

K. Bamezai

**Testimonials provided by Canadian Clients
Scroll to top