Every day I meet people. They have questions - lots of them - and I encourage them. I’m passionate about educating them on how we craft tailored financial strategies that focus on results and cut through misinformation (and non-information). Because ultimately I’m here to build and protect their wealth, so we can achieve what’s most important to them.
We make progress towards their goals by working in partnership to define their future and analyze their present. Only then can we build a long-term, personalized plan to bridge the gap between today and tomorrow. And because life happens, we continually revisit how to reach tomorrow.
My clients include executives, business owners and educators as well as healthcare, engineering and accounting professionals. They tell me that what they value most about our partnership is:
- being confident about achieving their goals
- feeling secure about their level of appropriate risk
- understanding their true and total cost of investing
They take comfort in knowing that our one-on-one relationship is supported by thousands of experts and driven by industry leading technology; and how our proven process has been honed over 97 years to keep our clients’ interests above everything else. Just like the growth of Edward Jones, every step towards our goals in intentional and measured.
My wife and I moved to Markham 18 years ago to build our lives and we stay busy raising our three children with the help of our dog. I’m committed to serving my community and have coached with Markham Ringette for 8 years and I’m always seeking local events and initiatives to support. I also enjoy speaking around Markham and Stouffville to educate my neighbours about building, managing and protecting their wealth (because the more knowledgeable my clients are, the easier my job gets).
If knowing what’s happening with your money – and why – is important to you, then we should talk. Let’s chat over coffee… I’m a good listener.
- Wealth Strategies
- Business Owner Considerations
- Estate & Legacy Strategies
- Retirement Savings Strategies
- Intergenerational Planning
Phone NumberAkshay Pithwa at (905) 640-9559
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