Investing In Business Owners
We are committed to working with you to build a holistic wealth and financial plan that will not only help you achieve your investment goals but also manage and simplify all aspects of your financial well-being.
We believe comprehensive financial planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you to achieve your financial goals.
We believe comprehensive financial planning, supported by unbiased advice, collaboration and transparency, is the key to meeting your needs and helping you to achieve your financial goals.
Business Financial Services
Services We Offer
Financial Planning
Life insurance* provides whomever you choose with a one-time, tax-free payment when you die, as long as you continue to pay your premiums.
Estate Planning
Good estate planning will help to make sure that your wishes are carried out, and your family and assets are well protected.
Investing
We can help with your business portfolio needs from diversification to disbursement, and we will work tirelessly to help you reach your financial goals.
Our Goal Is:
Your Financial
- Well Being
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
Learn how we can help you achieve your financial goals
Advising You Towards Investment Success
“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”
