Ask Awan Financial Services

Ask Awan Financial Services

Financial Advisor focused on family financial security and literacy
Creating a wealth plan that works

03/06/2024

๐Œ๐จ๐ซ๐ญ๐ ๐š๐ ๐ž ๐ฅ๐ข๐Ÿ๐ž ๐ข๐ง๐ฌ๐ฎ๐ซ๐š๐ง๐œ๐ž ๐ข๐ฌ ๐ง๐จ๐ญ ๐ฃ๐ฎ๐ฌ๐ญ ๐š ๐ฉ๐จ๐ฅ๐ข๐œ๐ฒ, ๐ข๐ญโ€™๐ฌ ๐š ๐ฉ๐ซ๐จ๐ฆ๐ข๐ฌ๐ž ๐ญ๐จ ๐ฒ๐จ๐ฎ๐ซ ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ฒ.

A promise that their home remains theirs, even in the face of the unthinkable. Letโ€™s protect our loved ones and ensure they always have a place to call home.

๐‘จ๐’”๐’Œ ๐‘จ๐’˜๐’‚๐’ ๐‘ญ๐’Š๐’๐’‚๐’๐’„๐’Š๐’‚๐’ ๐‘บ๐’†๐’“๐’—๐’Š๐’„๐’†๐’”
๐Ÿ“ž ๐Ÿ‘๐ŸŽ๐Ÿ”-๐Ÿ๐ŸŽ๐Ÿ-๐Ÿ–๐Ÿ•๐Ÿ๐ŸŽ
โœ‰๏ธ ๐š๐ฌ๐ค๐š๐ฐ๐š๐ง๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ@๐จ๐ฎ๐ญ๐ฅ๐จ๐จ๐ค.๐œ๐จ๐ฆ

22/05/2024

๐…๐š๐ฆ๐ข๐ฅ๐ฒ ๐…๐ข๐ซ๐ฌ๐ญ, ๐€๐ฅ๐ฐ๐š๐ฒ๐ฌ !

Family visits should be about creating memories, not worrying about medical emergencies. Secure your stay in Canada with our Super Visa Insurance today!

๐‘จ๐’”๐’Œ ๐‘จ๐’˜๐’‚๐’ ๐‘ญ๐’Š๐’๐’‚๐’๐’„๐’Š๐’‚๐’ ๐‘บ๐’†๐’“๐’—๐’Š๐’„๐’†๐’”

๐Ÿ“ž ๐Ÿ‘๐ŸŽ๐Ÿ”-๐Ÿ๐ŸŽ๐Ÿ-๐Ÿ–๐Ÿ•๐Ÿ๐ŸŽ
โœ‰๏ธ ๐š๐ฌ๐ค๐š๐ฐ๐š๐ง๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ@๐จ๐ฎ๐ญ๐ฅ๐จ๐จ๐ค.๐œ๐จ๐ฆ

18/05/2024

Life is unpredictable, but your financial security doesnโ€™t have to be. Invest in our life insurance policy and enjoy peace of mind knowing your loved ones are protected.

26/08/2023

Record returns on August 18, 2023! ๐Ÿคฉ

Do you know the benefits of GIFs and HISAs? And the difference?

Learn more about these investment options. ๐Ÿ‘‡๐Ÿผ
https://ia.ca/investment-funds

Six financial tips for international students in Canada 26/08/2023

Best financial practices for International students in Canada ๐Ÿ‡จ๐Ÿ‡ฆ

Six financial tips for international students in Canada On top of the challenges that international students face when settling in Canada, they also have to ensure they donโ€™t fall behind on finances

28/07/2023

Life is unpredictable, but with our insurance plans, you can embrace every moment with confidence. From safeguarding your family's future to securing your valuable assets, we've got you covered. ๐Ÿ 

Experience the peace of mind that comes with knowing you're protected against life's unexpected twists and turns. Let us be your shield in the face of uncertainty, so you can focus on living life to the fullest.

Trust us to protect what matters most - because your peace of mind is our top priority ๐Ÿ”

Active management still the money maker | Advisor's Edge 31/01/2023

Active management still the money maker | Advisor's Edge Pricier active funds to produce bulk of revenues even as asset share erodes, ISS reports

02/12/2022
11/11/2022

On this Remembrance Day, we commemorate the service of all men and women in past wars.

Wear a poppy in memory of all who were lost to war ๐Ÿ‡จ๐Ÿ‡ฆ

Photos from iA Financial Group (Industrial Alliance)'s post 05/11/2022
04/11/2022

Please welcome Mortgage Associate, Uzair Awan! As a professional who has spent most of his career in the financial industry, Uzair's depth of knowledge is second to none. As an experienced mortgage associate, and wealth professional, he has used his expertise to identify the right financing solutions for his clients to help them meet their goals and objectives. He places great pride in his commitment to his clients, and their financial health and security. Welcome to the team Uzair!

๐™๐™–๐™ซ๐™ค๐™ช๐™ง๐™ž๐™ฉ๐™š ๐™Œ๐™ช๐™ค๐™ฉ๐™š: โ€œ๐™๐™ง๐™ฎ ๐™ฃ๐™ค๐™ฉ ๐™ฉ๐™ค ๐™—๐™š๐™˜๐™ค๐™ข๐™š ๐™– ๐™ข๐™–๐™ฃ ๐™ค๐™› ๐™จ๐™ช๐™˜๐™˜๐™š๐™จ๐™จ. ๐™๐™–๐™ฉ๐™๐™š๐™ง ๐™—๐™š๐™˜๐™ค๐™ข๐™š ๐™– ๐™ข๐™–๐™ฃ ๐™ค๐™› ๐™ซ๐™–๐™ก๐™ช๐™š.โ€ - ๐˜ผ๐™ก๐™—๐™š๐™ง๐™ฉ ๐™€๐™ž๐™ฃ๐™จ๐™ฉ๐™š๐™ž๐™ฃ

24/09/2022

Proud partner of Carte Financial! ๐Ÿ™Œ

๐Ÿ“ฃ Exciting news! We are honoured and very proud to be recognized as The Globe and Mailโ€™s annual ranking of Canadaโ€™s Top Growing Companies for 2022.

A big thank you and congratulations to our entire team for their hard work, dedication and collaboration as we continue to deliver outstanding service to our advisors and ultimately to their clients. We also wish to thank our valued advisors and partners. You are all part of our Carte Family.

15 years ago, Founder Kirk Purai had a forward-thinking vision to disrupt the financial services industry by utilizing technology and innovation. This vision continues to this day allowing our advisors the opportunity to embrace entrepreneurship and independence in an ever-changing world. Year over year, we accomplish this goal through teamwork, commitment and joy.

Thanks again to our team for making this outstanding accomplishment possible.

Thank you to The Globe and Mail for this opportunity and congratulations to all who are recognized as Canadaโ€™s Top Growing Companies.

Check out the full list in the Report on Business magazine section of The Globe and Mailโ€™s website here: https://tgam.ca/3BK3ONB

01/07/2022

Happy Canada Day! On July 1st take time to appreciate all Canada has to offer ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ

16/06/2022

Congrats to our Mutual Fund Dealer Carte Wealth Management for becoming the number 1 rated dealer in Canada again. 4 years straight and getting better every year!! How does your dealer rate?

Timeline photos 08/06/2022

Youโ€™re more likely to reach your goals if theyโ€™re SMART: Specific, Measurable, Achievable, Realistic and Time-Framed. Take a moment to consider your financial goals and create a plan with this tool: http://ow.ly/n6oh50Fkhxr

20/05/2022

Why rent when you can buy your Home?

Rent Expense Year 1 = $1500/m ร— 12 = $18,000/year

OWN Equity in Year 1 = $300,000 Home x 5% DOWNPAYMENT = $15,000 + Principal Payments

I'm helping clients create hard assets, build wealth and increase new worth.. Talk to your mortgage professional for best options!

Finding financing solutions across Canada ๐Ÿ‡จ๐Ÿ‡ฆ

10/05/2022

Your financial security should be top priority ๐Ÿ”

The key to getting it right is:
โœ… Know your financial obligations
โœ… Proper Financial planning and
โœ… Honest, upfront conversations between you and your children

Include your Advisor during these conversations


๐ŸŒwww.askawan.ca/contact-me

08/05/2022

Happy Mothers Day to all the lovely, loving moms out there!

In Your Corner: Is term life insurance a better bet than permanent? 04/05/2022

Term insurance means you pay a fixed premium that will provide coverage for a finite period of time. Permanent offers continuous coverage for life and often comes with an investment component.

In Your Corner: Is term life insurance a better bet than permanent? Term insurance means you pay a fixed premium that will provide coverage for a finite period of time. Permanent offers continuous coverage for life and often comes with an investment component.

02/05/2022

Wishing everyone celebrating a Happy Eid!

Eid Mubarak ๐ŸŒŸโ˜ช๏ธ

15/04/2022

Easter is the only time you can put all your eggs in one basket. Happy Easter! ๐Ÿฐ

FUN FACT: Easter egg hunt is proof your child can find things when they really want to.

15/04/2022

๐ŸŒปHappy Vaisakhi๐ŸŒป
Vaisakhi - the Sikh New Year festival - is one of the most important dates in the Sikh calendar. Vaisakhi is a spring festival which happens on the 13 or 14 April every year. It marks the start of the Punjabi New Year, but it is also a day to celebrate 1699 - the year when Sikhism was born as a collective faith.
๐ŸŒบ๐ŸŒผ๐ŸŒธ๐ŸŒผ๐ŸŒบ๐ŸŒธ

02/04/2022

Ramadan Mubarak to all ๐ŸŒ™

Wishing you and your families all the blessings of this month

Introduction

My name is Uzair Awan and I'm a Financial Advisor with Carte Wealth Management. I graduated from University of Western Ontario with BMOS specialization in Finance and Admin. My aim and passion is to work with clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan.

With my expertise I help and coach to create a wealth plan that works for you!

Contact me for FREE 30 min consultation session๐Ÿ“ž

Like and visit my page for more information ๐Ÿ‘

Videos (show all)

๐ŸŽŠ Happy Father's Day ๐ŸŽŠShout out to all the dad's working hard to protect and provide for their families ๐Ÿ™Œ#askAwan #Inves...

Opening Hours

Monday 10:00 - 16:00
Tuesday 10:00 - 16:00
Wednesday 10:00 - 16:00
Thursday 10:00 - 16:00
Friday 10:00 - 16:00