- Artee@wealthbasics.ca
- 20 Wertheim Court, Suite 40, Richmond Hill ON L4B 3A8
I offer the following comprehensive investment planning and management services
Let’s work together to simplify your financial journey. Whether you need a one-time plan or ongoing management, I’ll help you invest with confidence and clarity.
I learn about your unique financial goals and risk comfort to handpick mutual funds that perfectly align with your future plans. No cookie-cutter advice—just tailored strategies designed to help you grow your wealth confidently
Investing doesn’t have to be complicated. I break down mutual funds and market trends into simple, actionable insights so you can make informed decisions with confidence and clarity.
Together, we’ll build a diversified mix of mutual funds that balances growth or income and stability, crafted specifically for your needs. I’ll continuously fine-tune your investments to keep you on track, adapting to market changes and life’s milestones.
Navigating investment accounts can be confusing let me simplify it. Whether it’s RRSPs, TFSAs, RESPs, or non-registered plans, I’ll guide you step-by-step to open and fund your accounts effortlessly, making investing straightforward and stress-free.
Your investments deserve constant attention. I provide regular, transparent updates on how your portfolio is performing. We meet at least annually where I suggest tweaks to ensure your investments are aligned with your goals.
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.
Insurance sales are not conducted through Security Financial nor are they the business of Security Financial. Insurance sales are conducted through Hub Financial.
Head Office: (Address for investments page)
Security Financial Services & Investment Corp.
4665 Yonge Street, Suite 310
Toronto, ON M2N 0B4
Tel: 416-964-0440
Fax 416-964-0991
I founded Wealth Basics to empower clients by simplifying the complexities of wealth management.
20 Wertheim Court, Suite 40, Richmond Hill ON L4B 3A8
Monday - Friday 08 AM - 04 PM
