MUTUAL FUNDS

Mutual funds are one of the many investment options available in Canada to an investor looking to save for the future, grow their net worth or invest a lump sum from individual or corporate annual earnings.

ESTATE PLANNING SERVICES

Applestock & Associates helps clients with the financial side of estate planning.  Do you want to control how your assets are distributed when you die?  Do you want to leave your family with financial security and peace of mind?  Do you want to protect your assets, and avoid paying unnecessary taxes and fees?  As experienced estate planners, we’ll give you the estate planning tips and advice you need to make that happen.

Investment Property

Make wise investment property decisions.  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.

Pension Advice

Applestock & Associates has been offering expert pension advice for over 15 years.  We help clients retire with more money and financial stability than they thought possible.  You’ve worked hard and paid into your pension(s) for several years— you deserve to retire with comfort and peace of mind.  We can make that happen.  Our pensions advisory service is geared toward getting you the most return on your investment.

Retirement Planning

Retirement planning gives you security, freedom, and peace of mind.  Do you imagine yourself traveling to your favourite destinations, worry free, in your senior years? Or comfortably relaxing at your cottage— that's paid off— with your loved ones? Hiring Applestock & Associates to plan your retirement will make that happen.  Don’t spend your time focusing on financial fears.  Focus on the wonderful possibilities that lie ahead instead.

Financial Management

Have you recently received an inheritance, settlement, sale of property, financial buyout, or other windfall? Are unsure what to do with it? A financial windfall can set you up financially for years to come.  Don’t spend your money all at once—instead hire a financial advisor who “thinks outside of the box” and get the most out of your money long-term.  I’ll help you secure your investments, grow your net worth and earn money long-term.  I’m never short on creative ideas and strategies to manage your finances.