Applestock & Associates is a wealth management services organization located in Markham, Ontario. Established in 2004, we are a one-stop operation for most things financially related. Owned and operated by Arron Appleton, we help clients grow and protect their financial assets long-term. We understand that each client’s financial situation and needs are different and customize their investment solutions accordingly. With every decision we make, we are responsible and accountable to the client. We help clients move forward in a positive direction year after year, while continually striving to meet their financial goals. Our core values: Integrity, trust, loyalty and quality of service.
PROFESSIONAL INVESTMENT MANAGEMENT SERVICES
Let’s SAVE you taxes and/or money where we can
Let’s PROTECT what is most important to you and your family
Let’s focus on generating a consistent RETURN ON INVESTMENT every year
Financial Advisor, Arron Appleton
Arron Appleton is a financial advisor specializing in investments and insurance. Originally with FundEX Investment Inc. head office, he has worked in the investment industry since 1998. He made the transition to financial advisor in 2004. Arron is an Accredited Mortgage Professional. He is also a member of the Independent Financial Brokers of Canada (IFBC). Arron is fully qualified for the sale of life insurance in the province of Ontario.
A financial advisor helps clients manage their financial risks, and get the most return on every investment decision. I take a proactive approach with all my clients, helping them navigate the financial landscape with ease. Build a long-lasting relationship today with an advisor who will take the time to get to know you, and work with you—without a hidden agenda.
Three Key Financial Planning Services
Individual Financial Needs Analysis
Unbiased Financial Advice
Routine Account Monitoring Service
Our financial services are focused on wealth management and capital preservation. We help you make decisions that benefit generations to come. A professional financial review will set you in the right direction. The result: peace of mind. So, you don’t have to worry about your financial future, and your children’s future. Financial preparation will empower you— giving you the clarity and confidence you need to move forward in the right direction. Financial Management is Essential. Don’t leave your future to chance. Consider the following:
When was the last time someone called you to say, “this is how we could potentially make more money” or “this is what we need to do to preserve your capital/principal better?”
Does your bank or current advisor meet with you every 12 months to review your investment and insurance portfolio?
Do you have any type of financial map in place at the moment? Don’t you think it might be time to implement a financial strategy— even if it’s small?
Do you have someone you can trust to provide life insurance quotes, mortgage quotes, and other investment information, by request?
My area of specialty (niche market) is working with investors who have recently sold real estate (home, rental, vacation property), sold a small business, are ready to take or receive a pension, or maybe received an inheritance or insurance settlement. I work with these investors to find tax efficient strategies— whereby they can grow their money or take immediate “tangible” cash flow with the least amount of tax liability.
The most attractive part of the strategy for most of these investors is immediate monthly cash flow. In return for the lump sum deposit, the financial institution pays the high net worth client this above average cash distribution monthly. The result: clients are happy now because they’re seeing something tangible off their investment every single month— with limited to zero erosion to their capital. In some cases, you can take the payout every month and see a small increase to your capital over time.
With over 12,000 investment products to choose from in both U.S. and Canadian currencies, our financial management service has what you need. We’ll create a customized investment portfolio to suit your unique goals and life situation. See a return on your investment sooner than you might expect! Contact us today.
Arron Appleton: Outside the Office
I find it very important to have a happy balance between work and family. In my spare time, I enjoy working around my house, spending time with family and friends, outdoor activities, holidays in Florida and boating. I’m a big believer that “quality of life” is more important than keeping up appearances so to speak. Be happy with what you have. Don’t ever take things for granted or they’ll eventually be taken away. We are not on this earth forever but while we are, treat people the way you would want to be treated: respectfully.
Choose a money advice service you can trust. Contact us today. Applestock & Associates is located in Markham, ON. We service clients in Toronto, Scarborough, Etobicoke, East York, North York, Richmond Hill, Aurora, Newmarket, Vaughan, Maple, Woodbridge, Markham, Pickering, Whitby, Ajax, Mississauga, Brampton, Hamilton, Oakville, and Milton. We also make house calls to individuals who cannot get to us.
Mutual funds provided through FundEX Investments Inc.