For a long time, the financial industry has been resistant to change. Despite being an older industry, financial advisors have been content with maintaining the status quo, rather than making improvements. While the emergence of online services has brought some changes to the industry, it’s questionable whether these changes are ultimately beneficial. While online investment platforms can be useful for small investments, they may not be the best solution for major financial decisions that Canadians make every day. In such cases, the guidance and advice of financial experts can be the deciding factor.
At AplusWealth, we are dedicated to addressing this issue by minimizing high fees, while still maintaining the crucial human element in the financial planning process. Our aim is to make finance an enjoyable and accessible process for everyone. Financial concepts can be intimidating, but with AplusWealth, no one should fear or shy away from making financial decisions.
Our mission is to leverage our knowledge and experience to bring about positive changes in the industry, and ensure that everyone’s financial needs are met in the most efficient and effective way possible.