AplusWealth Inc.
(1)
(1)
At AplusWealth, we educate our clients about all aspects of their finances, ensuring they have the necessary tools to make the best decision. All of our advisors at AplusWealth are amazing financial planners who create creative financial solutions, execute them well, and keep monitoring them to achieve their goals.
Show more
1 customer review
FARNAZ
I am grateful for the amount of time and effort the Aplus Wealth team has put into helping me choose the right financial product.
What do you love most about your job?
I get to change people's lives for the better. I get to meet different people daily, get to know them and develop a financial plan for them to have a brighter future. It is both fun and satisfying to me, and that's why I love what I do.
What inspired you to start your own business?
I did not want anybody to tell me what to sell to my clients or pressure me to upsell a client. Unfortunately, this happens a lot since everyone wants to generate more profit. Therefore, I started my own business to provide proper plans to my clients, establish a long-lasting relationship with them, and help them build a brighter financial future for themselves and their families.
Why should our clients choose you?
I have over seven years of financial planning experience, an excellent reputation and a few different licenses and degrees to showcase my qualification. However, my best quality is my problem-solving skills. I listen to my client's needs, research to find the right solution and stay by their side every step of the way.
Can you provide your services online or remotely? If so, please add details.
Offering online services is a must these days, and I have created a great and simple process to conduct business remotely. Not everyone is tech-savvy or has access to different online platforms. Therefore, I use multiple simple online platforms for my client's convenience.
What changes have you made to keep your customers safe from Covid-19?
Since the Covid-19 pandemic, I prefer to conduct business online. However, if it is necessary to meet the client in person, all the covid-19 safety protocols will be followed as instructed by health Canada.
Personal Financial Risk Management
The purpose of personal financial risk management is to understand the economic well being of the family and identify strategies and plans to: 1) Reduce the impact of the risk 2) Reduce the probability of the risk. Various methods can be implemented to reduce financial risk for the family. The most accessible and affordable strategy is through insurance: Life, Critical Illness, Disability insurance. I work with my clients through completing an insurance needs analysis, which allows me to become familiar with the probability and amount at risk for the individual or the family. The goal is to prevent an OVER or UNDER insured situation for the family. I will work with you every step of finding the right insurance amount that suits your needs.
