Welcome to Ascent Wealth and Estate Planning Ltd.
"Preserving Wealth For Generations"
Services
INVESTMENTS
INVESTMENTS
INVESTMENTS
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- Investment Strategies
- Mutual Funds
- Term Deposits
- Registered Plans
- Tax Free Savings Account
- Annuities
- Estate Planning
- Tax Strategies
- Registered Retirement Savings Plans
- Registered Education Savings Plans
- Segregated Fund Policies
INSURANCE
INVESTMENTS
INVESTMENTS
Individual Insurance:
- Life Insurance
- Travel Insurance
- Extended Health and/or Dental Coverage
- Disability Coverage
- Long-Term Care Insurance
- Critical Illness Insurance
MORTGAGES
INVESTMENTS
MORTGAGES
- First Time Home Buyers
- Mortgages Transfers
- Commercial Mortgages
- Private Lending
- Refinancing Your Home
- Self - Employed
- Investment Property
- New Construction Financing
Mak Sidhu, AMP, CPCA, FMA, FCSI
Working in the financial services industry since 1993, Mak Sidhu has over 30 years of financial related expertise in the areas of mortgages, investments and all other banking initiatives. At Canada Trust, Mak held a position of a Financial Advisor where he had the opportunity to hone his lending skills and also provide his clients with various investment options including mutual funds. More recently, Mak worked as an Investment Advisor at Envision Financial where he looked after assets in excess of 34 million. Mak continued providing his clients with guidance and strategic planning advice in the areas of fixed income, corporate bonds, mutual funds, and individual securities. Because of the ever changing financial world, Mak enrolled in a variety of courses to enhance his list of professional designations. Some of the designations that Mak holds are the Accredited Mortgage Professional (AMP), Certified Professional Consultant on Aging (CPCA), Financial Management Advisor (FMA) and the Fellow of Canadian Securities Institute (FCSI).
As an FCSI, Mak is one of the most qualified financial services professionals in the Canadian marketplace. It takes a high calibre type of person to become an FCSI. Only financial services professionals who have met the highest standards for education, ethics and experience make the grade. This is what distinguishes the FCSI from the bulk of other financial services designations in Canada. As an experienced Mortgage, Insurance and Investment Funds Advisor, Mak can provide not only mortgage lending services but also assist you with all around financial guidance ensuring that you are well taken care of; the bigger picture can be looked at to provide the best strategy for your personal financial well-being. Your needs and concerns are of the upmost importance and Mak's professional guidance will deliver the best results for your particular situation. Mak works for you, and your best interest is his number one priority
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