Home / About Us
About AplusWealth
We live in a very fast-changing world, these changes impact our way of saving, planning, and investing. So, we need to keep up our personal financial strategies in line with our fast-evolving world.
At AplusWealth, we focus on educating our clients about all aspects of their personal finances, make sure that they have the necessary tools to make the best possible decision, and keep monitoring it to achieve their goals. To AplusWealth the most important aspect is delivering the years of experience and knowledge to our clients, to equip them with the necessary tools to make the right decision for their financial future. We make it our duty to stay by our client’s side every step of the way to ensure they make the correct choices about their financial well-being. Passing the knowledge is very important to us. We regularly host information events/seminars online or in different venues across Ontario and publish blogs on important hot topics to raise awareness of the Ontarians about the topics.
We center our consultation around an extensive personalized educational module that caters specifically to the needs of our client. Everyone can simply read through online resources and learn about financial products out there; but which one is the right product for your situation. This is the question we strive to have our clients answer.
In addition, we have made an amazing, interactive life insurance quoter software available to the public to help individuals browse through different coverages, policies, and insurance companies without any commitment. It is super easy to use the software, by entering your date of birth, gender, health condition, type and amount of coverage, you will be able to get the prices of all major Canadian insurers in under 10 seconds.
Apluswealth is the brand name for Ashkon Pour-Heidary and Ali Yousefi Pihani which are contracted through North American Insurance Depot LTD.
Investment:
- Investment Funds
- Tax-Free Savings Account
- Registered Education Savings Plan
- Registered Retirement Savings Plan
Insurance:
Disability and Critical Illness:
Health, Dental, and Travel:
Specialty Services:
Our Strengths
We are committed to our clients to ensure gaining their trust because our most important asset is what our clients have to say about our services. We truly value the feedback of our clients about our services and enhance our offerings to cater to our client’s financial and insurance needs.
- Family Business: We understand firsthand what it means to be a multi-generational family business.
- Access: With access to all major Canadian insurers and financial institutions, we provide the top services and products in the industry.
- Expertise: Years of combined experience helping clients with their financial and insurance needs.
- Creative: Custom thoughtful innovative solutions that meet your financial objectives.
- Responsive: We understand that each client has different needs and we tailor our services to best fit our client’s unique style
- Partnership: We work closely with our client’s advisors in other fields to ensure a wholistic approach and solution
Our Process (Insurance and Investment)
All Online: The entire process of obtaining the quote, consultation, application, and policy delivery is completed online. Here is the process:
- Fill out an online quote
- Complete online assessment
- Licensed adviser inspection & application submission
- Policy Review & Delivery
Stay Traditional: The process of selecting and applying for a policy will be completed with an agent face to face.
- Fill out a quote or Simply Call us
- Book a meeting with a licensed advisor
- One on one meeting with licensed advisor & financial assessment
- Application submission
- Policy Review & Delivery
Follow Us On Social Media:
You ask the question, we will find the answer
Call us at 1-888-461-6120 or schedule a call for a later time.
