Meet Ashley
Ashley D’Silva works with business owners, executives, professionals and families who care about achieving excellence in their financial affairs by maximizing financial opportunities, managing risks & minimizing taxes.
Ashley has worked in the financial services and banking industry since 1999, with time spent at TD Waterhouse, CIBC Imperial Investor Service, and RBC Wealth Management.
With a background at major financial institutions, Ashley quickly realized a desperate need for a holistic form of professional financial guidance.
To fill this need Ashley founded PlanningPath Wealth Management providing his clients a well-rounded experience on investment portfolio, life insurance, retirement income, estate and intergenerational wealth transfer planning.
Our competitive advantage
Figuring out a balance between savings, investing, insurance and taxes is a complicated overwhelming time-consuming task to do it on your own.
- We take our clients through a step-by step interactive financial planning process.
- Our planning process takes into consideration tax implications of every decision.
- At each step of the process our clients learn about options and strategies available for them.
We guide, and the control is with you, on comfortable decisions you want to make.