How We Help


 

Helping You Live Your dream

Our team has a unique process called the “Personal Wealth Management Strategy” that can help you identify your goals and objectives and develop a number of strategies to achieve them.

 

Design a Portfolio:

Many Canadians are overwhelmed when faced with the ever-increasing number of available investment options. Tremendous variety, coupled with the influence from countless institutions, contributes to the confusion. We can offer you advice on the best kind of investment solutions for your situation, whether it’s mutual funds or stocks & bonds, including price and performance information. We have a broad range of wealth planning resources to deliver customized solutions for your unique needs.

 

Retire in Comfort:

Whether you are planning to retire or are retired, our team has developed a process to map out your need for a comfortable retirement and a plan to ensure that your retirement remains financially worry free. Look to us for retirement compensation arrangements that suit you and your present lifestyle.

 

Reduce Taxes:

Canada remains one of the highest taxed nations in the world. In fact, the average Canadian loses almost half of his or her income to taxes each year, representing a major obstacle to accumulating wealth. Our team can help you examine areas to minimize taxation through a tax review and offer solutions such as Tax Free Savings Accounts to help you save money.

 

Cash and Credit Management:

Candians all need to save money, use a chequing account and borrow money. Most go to their local bank branch because it’s convenient. But is it the best choice? Due to the fact that ARTECH is an independent company, we can shop the market on your behalf to get some of the best interest rates on your savings and some of the lowest rates on borrowing.

At the beginning of your career your needs were simple. As you established yourself and began to experience success, your needs changed. The days of “do-it-yourself” investing or fragmented advice are part of an era gone by. Your needs have evolved, and so has the way of investing.

Be empowered by an innovative solution tailor-made for you. Experience holistic wealth management customized to meet your needs today and as they evolve.

We have no products of our own to sell nor do we have any inventory to market. All our advisors believe that it is very important for the advisor and the company to always put the client first, rather than the head office.  We have no “in-house” products nor are we tied to any investment company, bank or mutual fund company. We only offer the best investments available from all investment companies to be sure we remain totally independent.

Check the industry and compare – you’ll soon find that no other investment dealer has the same level of belief in independence as ARTECH Asset Advisory Services Inc.