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 with this fast pace changing the world.
Ashkon Pourheidary focuses on educating his clients about all aspect 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 him and his team the most important aspect is delivering the years of experience and knowledge to the clients, to equip them with the necessary tools to make the right decision for their financial future, and we make it our duty to stay by our clients side every step of the way to ensure, they maintain and achieve their financial goals.
Ashkon centers his consultation around an extensive personalized educational module that caters specifically to the needs of his particular 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 he strives to answer for his clients.
Submitted D. L. on Monday, Nov 05, 2018
I met Ashton through one of his educational seminars back in February. I learned a lot from his seminar and I got to discuss my situation with him. He spent a couple of hours understanding my situation and then he designed an educational process to help me understand what to do. It was interesting for me because every time I had met with financial professionals they showed up with application forms but he spent a lot of sessions focusing on educating me and my husband. In the end, he provided a great solution for us and I am very happy to have him as my advisor. I have been referring him to all my friends.
Would you Recommend: Yes
Know Your Client Interview
Communication / Responsive
Product Knowledge
Offer Objective Advice
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Vaughan Ontario L4L 9P1
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