Your Story – Your Wealth – Your Legacy
An independent lifestyle & wealth management agency serving clients within the GTA and Ontari
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.
PlanningPath Wealth Management is owned and operated by 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 previous location in the mid-town Toronto area and our current new location close to Markham Stouffville Hospital, we work with many within the medical industry, including dentists, doctors and nurses.
We also specialise in working with Ontario Real Estate Agents who have set up to receive commission income into a Personal Real Estate Corporation (PREC) with strategies for tax deferral, income splitting with family, and enhanced retirement planning.
Ashley D’Silva CFP, CLU
President
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.