GTA Wealth Management Inc

Financial Wealth Management Inc. Financial Planning | Insurance | Mortgages | Investment Planning | Tax Returns

Invest and Imagine!

GTA Wealth Management Inc. (the parent company of Tax Doctors Canada) will provide a FREE portfolio review for clients of Tax Doctors Canada. Make sure you take advantage of this great opportunity to make the most of your financial portfolio and secure your future.

Interested in retiring early, paying less tax, reducing your debt, minimizing your risk a maximizing your wealth etc.? Tired of dealing with the banks and their poorly trained staff? If you answered yes to the previous question, you have come to the right place. We specialize in wealth management. Wealth management is the process of integrating many facets of your financial situation in order to enhance your income and growth. Some of the more common areas are tax planning, tax efficient investment planning, financial services management, mutual funds, retirement planning, insurance planning, estate planning, debt management, education planning etc..

Why not seek advice from someone that is trained in many areas of the wealth management process to help you with your personal financial situation? All aspects of your wealth management plan are interrelated. An financial wealth management advisor that is knowledgeable in many areas will result in a synergistic effect and allow you to grow financially. Individuals that have financial advisers create more wealth than individuals that do not have a financial advisor. A quote from the Investment Funds Institute of Canada’s research report titled, The Value of Advice is as follows:

“The research samples we have studied have consistently shown that investors who work with financial advisors (advised investors) have more wealth and investible assets on average than those who do not (non-advised investors).” Source: The Value of Advice Report, Investment Funds Institute of Canada

Are you spending a lot of your valuable time and money hiring several different advisors (i.e. accountant, insurance agent, investment advisor, mortgage agent)? Be efficient and hire an financial wealth management advisor that is well versed in many areas. Most people are busy and don’t have time to meet four different advisors and regurgitate their situation to each advisor. Why waste your time?

We are independent wealth management financial advisors. We don’t work for one particular company (i.e. a bank) and consequently advocate ONLY their product. We can access many providers of insurance products, investment funds and lenders to ensure you get the best investments, insurance and mortgage products so you can increase your wealth. We are also knowledgeable in taxation which has a pervasive effect on your wealth management strategies. Why would you use anybody else?

It is time efficient and cost effective to have one company perform all your tax filings, tax planning, investments, insurance and other financial services for you. No more wasting your time with four or more separate advisors with multiple appointments and costly service fees.

Contact GTA Wealth Management Inc. (the parent company of Tax Doctors Canada) for your financial wealth management services. GTA Wealth Management Inc. will provide a FREE portfolio review for clients of Tax Doctors Canada. Make sure you investigate this opportunity to secure your financial future.

Tax Doctors, a division of GTA Wealth Management Inc. We have offices in Toronto, Mississauga and Markham.

Products or services related to investments, investment recommendations, financial planning, retirement planning, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp. Mutual Funds are not guaranteed, their values change frequently, and past performance may not be repeated. Please read the mutual fund prospectus and Fund Facts Document before investing.

Products or services related to mortgages are provided through our mortgage dealer, Centum Boteek Inc.
Brokerage License #10379
Brokerage: Centum Boteek Inc.

Insurance sales are conducted through Allen Wong & Associates (AWA), a Managing General Agency

 

Request a Free Consulation Now!

Contact GTA Wealth Management Inc with the web form below or call toll free at 1 855 GTA WLTH (482 9584) for a free consultation. You can also speak to your Tax Doctors representative regarding GTA Wealth Management Inc services. We have 3 convenient locations in the GTA to serve you.