Ask Awan Financial Services
Financial Advisor focused on family financial security and literacy
Creating a wealth plan that works
๐๐จ๐ซ๐ญ๐ ๐๐ ๐ ๐ฅ๐ข๐๐ ๐ข๐ง๐ฌ๐ฎ๐ซ๐๐ง๐๐ ๐ข๐ฌ ๐ง๐จ๐ญ ๐ฃ๐ฎ๐ฌ๐ญ ๐ ๐ฉ๐จ๐ฅ๐ข๐๐ฒ, ๐ข๐ญโ๐ฌ ๐ ๐ฉ๐ซ๐จ๐ฆ๐ข๐ฌ๐ ๐ญ๐จ ๐ฒ๐จ๐ฎ๐ซ ๐๐๐ฆ๐ข๐ฅ๐ฒ.
A promise that their home remains theirs, even in the face of the unthinkable. Letโs protect our loved ones and ensure they always have a place to call home.
๐จ๐๐ ๐จ๐๐๐ ๐ญ๐๐๐๐๐๐๐๐ ๐บ๐๐๐๐๐๐๐
๐ ๐๐๐-๐๐๐-๐๐๐๐
โ๏ธ ๐๐ฌ๐ค๐๐ฐ๐๐ง๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ@๐จ๐ฎ๐ญ๐ฅ๐จ๐จ๐ค.๐๐จ๐ฆ
๐
๐๐ฆ๐ข๐ฅ๐ฒ ๐
๐ข๐ซ๐ฌ๐ญ, ๐๐ฅ๐ฐ๐๐ฒ๐ฌ !
Family visits should be about creating memories, not worrying about medical emergencies. Secure your stay in Canada with our Super Visa Insurance today!
๐จ๐๐ ๐จ๐๐๐ ๐ญ๐๐๐๐๐๐๐๐ ๐บ๐๐๐๐๐๐๐
๐ ๐๐๐-๐๐๐-๐๐๐๐
โ๏ธ ๐๐ฌ๐ค๐๐ฐ๐๐ง๐๐ข๐ง๐๐ง๐๐ข๐๐ฅ@๐จ๐ฎ๐ญ๐ฅ๐จ๐จ๐ค.๐๐จ๐ฆ
Life is unpredictable, but your financial security doesnโt have to be. Invest in our life insurance policy and enjoy peace of mind knowing your loved ones are protected.
Record returns on August 18, 2023! ๐คฉ
Do you know the benefits of GIFs and HISAs? And the difference?
Learn more about these investment options. ๐๐ผ
https://ia.ca/investment-funds
Best financial practices for International students in Canada ๐จ๐ฆ
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 donโt fall behind on finances
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. ๐
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 ๐
Active management still the money maker | Advisor's Edge Pricier active funds to produce bulk of revenues even as asset share erodes, ISS reports
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 ๐จ๐ฆ
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!
๐๐๐ซ๐ค๐ช๐ง๐๐ฉ๐ ๐๐ช๐ค๐ฉ๐: โ๐๐ง๐ฎ ๐ฃ๐ค๐ฉ ๐ฉ๐ค ๐๐๐๐ค๐ข๐ ๐ ๐ข๐๐ฃ ๐ค๐ ๐จ๐ช๐๐๐๐จ๐จ. ๐๐๐ฉ๐๐๐ง ๐๐๐๐ค๐ข๐ ๐ ๐ข๐๐ฃ ๐ค๐ ๐ซ๐๐ก๐ช๐.โ - ๐ผ๐ก๐๐๐ง๐ฉ ๐๐๐ฃ๐จ๐ฉ๐๐๐ฃ
Proud partner of Carte Financial! ๐
๐ฃ Exciting news! We are honoured and very proud to be recognized as The Globe and Mailโs annual ranking of Canadaโs 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 Canadaโs Top Growing Companies.
Check out the full list in the Report on Business magazine section of The Globe and Mailโs website here: https://tgam.ca/3BK3ONB
Happy Canada Day! On July 1st take time to appreciate all Canada has to offer ๐จ๐ฆ๐
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?
Youโre more likely to reach your goals if theyโre 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
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 ๐จ๐ฆ
Your financial security should be top priority ๐
The key to getting it right is:
โ
Know your financial obligations
โ
Proper Financial planning and
โ
Honest, upfront conversations between you and your children
Include your Advisor during these conversations
๐www.askawan.ca/contact-me
Happy Mothers Day to all the lovely, loving moms out there!
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.
Wishing everyone celebrating a Happy Eid!
Eid Mubarak ๐โช๏ธ
Easter is the only time you can put all your eggs in one basket. Happy Easter! ๐ฐ
FUN FACT: Easter egg hunt is proof your child can find things when they really want to.
๐ปHappy Vaisakhi๐ป
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.
๐บ๐ผ๐ธ๐ผ๐บ๐ธ
Ramadan Mubarak to all ๐
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 session๐
Like and visit my page for more information ๐
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Website
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 |