Your Story – Your Wealth – Your Legacy
PlanningPath Financial is an independent lifestyle and wealth management agency in Toronto, Ontario.
As a forward thinking agency we understand that our clients’ priorities are different than the generation before them. We concentrate our efforts on being available to our clients, whether at their home or work place, helping them balance the demands of a busy, professional, modern lifestyle.
They are confident in their abilities to make decisions and turn to us as a source of information, recommendations, and for our access to financial products, an alternative to traditional plans offered by the banks.
Our lifestyle and wealth management programs are designed to simplify and enrich the lives of our clients, creating more precious quality time for them, their family and their business. That is why it is always personal, exclusive and exceptional.
We are proud to be the first point of contact for our clients whenever a need arises for practical solutions, whether it relates to immediate needs, short term flexible options or long-term planning.
Planning Path Financial is owned and run by Ashley D’Silva…
NEW CLIENTS ACCEPTED BY INTRODUCTION
We advise individuals, business owners and non for profit organizations.
New clients we work with best and are able to help the most are introduced to us by a network of accountants, lawyers and other professionals, as well as our existing clients.
Based on our location in mid-town Toronto, we also work with many within the medical industry, including doctors and nurses.
Ashley D’Silva, CFP, CLU
President
Read about Ashley
SERVICES AVAILABLE
RISK MANAGEMENT
Personal and business Insurance
Emergency Fund
BUILDING WEALTH
Step by step investment portfolio planning and
cash-flow management to achieve your goals
RETIREMENT PLANNING
Tax efficient income generation
ESTATE PLANNING
Tax efficient wealth transfer
Our clients benefit from our close collaboration with lawyers, accountants and other qualified professionals in implementing key income tax, estate planning and wealth transfer strategies.