Financial Growth And Protection For Your Personal Life And Business.
Our Core Areas of Expertise
Family and Asset protection ensure that your family will be financially supported if you become unable to work, and the immediate benefits can be used to cover living expenses, pay for rehabilitative treatments and keep your family on track for the future.
Estate AND Succession Planning
Arrange your assets and finances so that they can be passed to the next generation. The goal of estate planning is to minimize your tax liability while maximizing your legacy via the amount of wealth that you can pass to your heirs and beneficiaries.
Investments and Portfolio Analysis
Constructing an investment portfolio that matches your income needs, growth objectives and risk tolerance is a great way to increase your wealth in the long-term and achieve a secure future for yourself and your family.
Retirement can offer you the freedom to travel, spend time with family, and pursue new hobbies and interests – but only if you’ve had the discipline and foresight to plan carefully for your golden years.
Financial planning consists of identifying your long-term goals for wellbeing and security, then aligning your savings and investment strategies to help you get there.
We use our knowledge of the tax code along with your unique individual circumstances to create a long-term tax plan that helps you minimize your tax burden and keep more of your hard-earned cash.
Solutions for your life
Personalized financial planning for every individual. Because no one solution fits all.
We will sit down with you to find out exactly what your goals are. Then we develop a written strategy to help you achieve your goals.
Need help with your finances?
Our Clients Say
Nancy and Gilles Matthewson
Passing down our wealth to our children is important to us. Amrit helped us set up our estate and succession in the most tax effective manner!
Amrit really impressed us was his honesty and knowledge of the products available. His first priority was determining what was the best fit for our family and lifestyle. We would highly recommend Amrit to our friends and family!
Amrit took the time needed to determine what my short and long term goals were. His services were pivotal in building my financial fortress. I am more confident knowing that I have Amrit and his team on my side.
This process helps people develop a life plan, addressing financial and lifestyle issues. Our services are aimed at those who are serious about financial success and financial independence in a plan design to help them reach their highest potential.
Review & Organize
Implement The Plan
Review & Update
Amrit Mavi BBA, CFP
Amrit Mavi was born into a family with strong values around working hard to generate wealth and build financial security. Amrit began studying financial management and saving money as a teenager, later choosing to attend the University of Regina and graduating with qualifications in Economics, Finance and Business Administration. Amrit leverages his personal history and expertise in financial management to help each client navigate rapidly shifting financial markets and take advantage of growth opportunities to achieve their long-term financial goals.
Chris Koltek MBA, CFA
Chris Koltek is an expert in investments and portfolio management, risk management, strategic planning and financial planning. He earned his bachelor’s degree from the University of Manitoba and later obtained a Master’s in Business Administration from Queen’s University. Now based in Winnipeg, Manitoba, Chris is a CFA® charterholder, as well as a Chartered Investment Manager (CIM) through the Canadian Securities Institute (CSI).
Jenn Johns MBA
Jenn Johns is no greenhorn in the financial services industry. She began assisting a brokerage office when she was only 15. Since her undergraduate degree in Business Administration in 2004, she has spent more than 14 years in various roles, including as an equity analyst and advisor with leading financial institutions such as TD Waterhouse Private Investment Advice, CIBC Wood Gundy and Edward Jones.
Patrick Uzan BA (Econ.), CPA, CA, TEP, CLU
Patrick joined Canada Life as a National Estate and Tax Planning Consultant in 2012. He develops and implements advanced estate and tax planning strategies and provides assistance to financial advisors in delivering value-added services to a select group of clients in the business and affluent markets.
Patrick graduated from McGill University, where he obtained his Bachelor of Arts in economics, and Concordia University, where he obtained a post-graduate accounting diploma. He earned his Chartered Accountant designation from the Institute of Chartered Accountants of Alberta. He is also a registered member of the Society of Trust and Estate Practitioners, a Chartered Life Underwriter, an active member of Advocis and an Associate Member of CALU.