Need help with your finances? Start here...
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Wealth Tip of the Week: Disability Insurance March 15, 2017Pop quiz time! What is your most important asset? Really think about it for a second... ... [...]
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The step-by-step guide to choosing the right investment strategies for your business, situation and financial goals. July 15, 2016When some people think of investing, the first thing that pops into their head is to find the highes [...]
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How to use your business as leverage to retire wealthy and comfortable July 15, 2016The mere fact that you own a business makes you special- and I don’t say that to make you feel goo [...]
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What Clients Are Saying
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" Amrit took the time needed to determine what my short and long term goals were. His services were pivotal in building my financial fortress. I am more confident knowing that I have Amrit and his team on my side. "
Nicholas Robinson - Regina, SK
Robinson law -
" Amrit really impressed us was his honesty and knowledge of the products available. His first priority was determining what was the best fit for our family and lifestyle. We would highly recommend Amrit to our friends and family! "
Peter Woldu - Regina, SK
Royal Lepage Realty -
" We needed help with our personal and business taxes. After working with Amrit we were able to keep much more money in our pockets then expected! "
mike Nguyen / Brett Bostick - Regina, SK
Vaping the way -
" Passing down our wealth to our children is important to us. Amrit helped us set up our estate and succession in the most tax effective manner! "
Nancy and Gilles Matthewson - Carlyle, SK
Carlyle Home Hardware and GM Construction
My 3 Core Areas Of Expertise
BUSINESS COACHING
As you embark on your entrepreneurial endeavors, it is wise to make use of someone who is experienced, multi-disciplined and can help you to navigate around pitfalls. Take advantage of my knowledge and experience.
FAMILY AND ASSET PROTECTION
With financial markets changing so frequently, a wise investment today may end up being a bad one tomorrow. I can work with you to ensure that your assets and investments are managed properly and well protected.
RETIREMENT AND SUCCESSION PLANNING
Amassing wealth is an achievement, but being able to pass it on to the next generation is a remarkable achievement. I can help you to make this a reality.
Meet the Founder
AMRIT MAVI
Amrit Mavi is a University of Regina graduate where he gained qualifications in economics, finance and business administration. The remarkable thing is how he has gone on to use his education and skill to help entrepreneurs. Amrit has been able to help entrepreneurs gain financial security, grow their business and build wealth vast enough to enjoy and pass on to the next generation. He bases his work on being transparent with clients and putting their best interests at heart. Amrit is an incredibly approachable and friendly fellow and puts the most complex financial terms into simple language for his clients.
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