During the economic upset of 2008, our personal portfolio value was reduced significantly. This consisted of RRSP’s, RESP’s and other investments for future education/retirement needs. I was close to retirement age and consequently met with our previous “Investment Advisor” prior to the market upset and requested my RRSP portfolio be changed to a “low to no” risk category. This didn’t happen so we suffered significant financial losses. We were introduced to Afif Jawad (A.J.) through a recommendation. During this and subsequent meetings, A.J. explained his background, career to date and provided sufficient detail on how he intended to manage our personal and corporate finances. The biggest problem that we needed to solve at that time we left our previous investment firm was finding someone who could repair the damage caused by the economic downturn and at the same time provide an investment plan that would support secure/reasonable growth to our corporate portfolio. The service we have received to date has been First class, Top notch and I could go on, but in hindsight, meeting with A.J. and switching to YourWealth Advisory was without a doubt the best thing that happened financially, to our family and corporation. A.J. and his team make every effort to explain what their proposals and plans are, then take the time to ensure we are familiar and comfortable with their recommendation, before proceeding. Both of our sons are also clients and their investments have grown because of the good advice given to them and the constant and consistent attention to detail provided by the team. What we value most about working with YourWealth Advisory is the Financial success. That’s why we invest. YourWealth Advisory have stood the test of time and the returns on our investments over the past eleven years have far exceeded their forecasts and our expectations. What they do is at the highest professional level, but they do it in a genuinely caring manner. We would highly recommend the team as we have consistently exceeded our investment objectives and when you read, or hear about some of the terrible stories of investment fraud etc., we feel so fortunate to have partnered with A.J. and his team. If we no longer had a need for financial support/management, we know we would still be thought of as good friends to A.J. and his team.

YourWealth Advisory was recommended to us by a family member and we began our relationship in 2016. We were in the process of selling our individual homes, and purchasing an acreage together. My then fiancé was in the startup stages of building his construction company. We were also planning a wedding for the following spring. The advice we've received has been extremely beneficial for us on both a family and corporate level. We mostly appreciate the way A.J. and his team stay on top of us to make sure we are crafting the best portfolio. We appreciate their tenacity in meeting deadlines and guiding us through processes we would otherwise be lost in. A.J. and his team truly value the importance of a trusting relationship and communication above all else this makes us feel confident our finances are good hands.

My wife and I were introduced to A.J. Jawad in 2009 as part of a company-sponsored retirement planning course. Our primary service need was for investment planning advice and portfolio management services for our retirement savings. A.J. took a holistic approach to understanding not only our investment goals, by also our complete financial picture. As a result, he provided us with excellent ancillary advice on re-structuring our debt and managing our monthly expenses which resulted in us becoming mortgage free in reduced period of time. On the portfolio management side, A.J. and his team have consistently achieve above-target returns on our investments. They take the time to discuss their approach and regularly touch base when they feel changes are needed to the portfolio structure. Because of this positive experience I have recommended A.J. to a number of friends and family members who are extremely please with the service they have received.

We were originally clients of Dundee Investments with a different advisor who didn't connect with us often. When our previous advisor had passed away in 2012, our portfolio transferred to A.J. and it has prospered since. We initially had our investments in multiple places and that ended in 2017 when it all came under one roof and watchful eye of A.J. By then his team had already expanded. We previously had the mistaken notion that things would automatically go well even with a fragmented approach and were approaching retirement (in hindsight) not well prepared. The transfer (of too many positions) was not completely seamless but it worked out eventually. The value of the service we receive has been worth while and has increased much more since the fragmented approach was abandoned. The team talks to us and they are always available to answer questions, always patient with requests and suggestions. The thing we value most about the team is the net result of how our portfolio has grown, the team's approach, accessibility and instant knowledge of the facts pertaining our portfolio and goals. You are truly a good team, friendly, sometimes aggressively pushing but never beyond what a good client relationship would bear. #Bring it on team; #YourWealth Team

I got in touch with the YourWealth Advisory group since I went to university with members of the team. I had just finished school and started my new job as Physician. I needed some direction and guidance on how to manage my new cash flow. The advise they have provided me has been invaluable. It is very personalized and goal oriented and I have learned a lot in a short time about how to manage my money wisely and efficiently. What I value the most about working with this team is how easy it is to get in touch with them, their diverse knowledge, efficiency in getting things done, and their personable touch and relationships I have developed while working with them. I would recommend them because of their world-class service, their ability to match future goals and risk tolerance, their personable approach, and their efficiency.

We started our relationship around 1997 and I have followed A.J. and his team ever since. At the time we started working together, I was single and looking to invest money with my company, start a retirement plan, and have money saved up for a family and a house. A.J. and his team are invaluable as far as their advice and doing what is best for me and my family. A.J. knows what families need and how important it is to protect them. I appreciate that he is looking out for my family's future needs and his advice always reflects that! I like that A.J. and his team are on top of everything investment related as it pertains to my account. I don't have the time or the knowledge to keep track of these things and I know that I am well taken care of and our best needs are looked after. From past performance and quality of their service, I would definitely recommend A.J. and his team for anybody looking for investment advice as well as any new products or services coming out will be very beneficial for anybody.

We have been working with A.J. and his staff for over ten years now. He helped us with setting up our life insurances, investments and managing our cash flow. A.J. and his staff keep up with all the markets with such passion for what they do. We trust their advice when it comes to making changes to our portfolio. They respond very quickly whenever we contact them and always check in to let us know about anything important that will affect us. We look forward to using their services for all of our future needs.

Our relationship started in 2011 when we met with A.J. after not being happy with the investment people we were dealing with. Anis and A.J. have had the 4 most important things we needed in an investment team: 1. Extremely knowledgeable 2. They listen to what we want and advises us accordingly 3. Extremely professional at all times 4. Easy to get a hold of. We have been more than happy with the return on our investments in the past years, the professional way we have been dealt with and would certainly recommend this team to anyone looking to invest their money.

I was introduced to A.J. and his team by my father after expressing some dissatisfaction with my previous investment broker. After speaking with A.J. we not only discussed an investment strategy to better suit our family, we started an education fund for my daughter, received advice on tax planning and improved our insurance needs with term life insurance. Their open and transparent business approach helped me gain trust and I value the knowledge they have provided to me and my family.

In my consulting business I am a busy man. Thank you for understanding and working around around my busy schedule. You work with me both online and in person to ensure my business is taken care of. 

About a year ago, we approached A.J. and his team, who came recommended by a good friend. We needed to consolidate our various retirement savings accounts and make sure the funds were invested in products that matched a lower appetite for risk during our retirement years. We also wanted to make sure potential returns would meet our requirements. A.J.’s team has put such a portfolio in place. They have been very attentive to our needs and informative as to the products in our portfolio. Their services have helped us feel more prepared for retirement and confident that funds will be available when required.

My fortunate first meeting with A.J. came as a result of the sudden sad passing of my then Financial Advisor. I was a widow with two teenage children and needed to consolidate and grow my investments to secure my future retirement but in a way that fit with my life philosophy and ideals. I immediately felt the confidence of someone who understood my situation and who gave direct and well informed advice. I highly value the investment knowledge and strategies of the firm and their patience and personal guidance and understanding offered on a regular basis. I now have been in retirement for 5 years and am reaping the benefits of wise investment.

My late husband, Peter, and I first started working with A.J. and Anis in the mid to late 90's.  Our goal was to build up our investment portfolio.  These two men have worked long and hard over the years to keep our portfolio as balanced and successful as possible.  They have always treated us like family and have always cared about our physical and spiritual well being, along with our financial stability.  I would definitely recommend this firm.

My parents were selling their house. They were introduced to A.J. through a neighbor as an interested buyer. It was through my parents and the recommendation of my neighbor that I started working with A.J. for planning my financial future. I had just begun my engineering career and I wanted to make sure I was setup for a successful retirement. Over the last 13 years, A.J. and his team have helped me through many of life’s big moments such as the purchase of my first home, combining my assets with my new husband, the creation of RESPs for my children and the stress of job loss and the down turn of the economy. My portfolio has continued to make a profit through all of these events. The team at YourWealth Advisory treats you like family. They offer sound advice and ensure that you are comfortable with the changes that you are making to your account. I would highly recommend them to anyone seeking financial counsel.