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.
Ashley has earned the Certified Financial Planner (CFP®) and the Chartered Life Underwriter (CLU®) designation; and is a member in good standing of the Financial Advisors Association of Canada (ADVOCIS).
Through direction and sharing his fresh ideas, Ashley continues to instill confidence in his clients about the current and future states of their wealth.
Respect for diversity inclusion and inspiring youth are areas Ashley values. He commits his time to the Harmony Movement by serving on the Board of Directors. The not-for-profit organization delivers school programs to share the values of embracing and respecting differences.
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.