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LIFE IS COMPLEX. YOUR FINANCES DON’T HAVE TO BE.

Smart, personalized Wealth, Insurance, and Estate Planning — with Avi Gopichand, Wealth Advisor, and his team.

You're Building a Life. Now Let's Build the Plan.

You’ve got a lot going on — maybe you’re paying off your mortgage, raising a family, growing your career, or running a business. You want to make informed financial decisions now to help you prepare for the future.

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​That’s where we come in.

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​Avi Gopichand, CLU®, and his team work with people just like you to help them make informed financial decisions, reduce stress, and build a plan that actually works for real life.

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How We Help You

We don’t do cookie-cutter plans. We take time to understand your lifestyle, goals, and what keeps you up at night.
 

Here’s what we help with:
 

  • Cash Flow & Budgeting – Know exactly where your money is going and how to use it better

  • Debt & Mortgage Strategies – Tackle debt and structure smart payment strategies

  • Investment Planning – Grow your savings with a plan that matches your goals and risk comfort

  • Insurance Solutions – Life, disability & critical illness insurance so you and your family are covered

  • Tax Strategies – Keep more of what you earn with smart, legal tax planning

  • Retirement Planning – It’s not too early. Let’s build the foundation now

  • Estate Planning – Set up your will, power of attorney, and beneficiaries the right way

  • Charitable Giving – Create impact while maximizing tax efficiency
     

Got questions? Check out our FAQs or Contact Us

Financial District

Why Work With Us?

  • Real advice, not jargon – We explain things in simple terms, so you feel in control

  • Flexible support – In person or virtual, we work on your schedule

  • You’re not too early – The best time to start was yesterday. The second-best time is today

  • Holistic help – We look at your full financial picture, not just one piece

  • Trusted experience – Avi holds the CLU® designation with a focus on serving busy, goal-driven individuals and families

Real Results from Real People

Juliet and Reme D'Souza, 

"Our experience with Avinash has been nothing short of outstanding. As a senior couple planning for our retirement years, we cannot express enough how grateful we are for the guidance and support we’ve received from our Financial Advisors. From the very beginning  Avinash Gopichand took the time to truly understand our goals, our concerns, and lifestyle we hoped to maintain. Their explanation were always clear and patient, making even complex decision feel manageable.

 

In 2022, we were introduced to Avinash Gopichand Wealth Advisor to CI Assante Wealth Management Ltd, With his help, we have gained confidence and peace of mind knowing that our finances are organized, protected, and aligned with our long term needs. He consistently check in, update us on our progress, and adjust our plan as life evolves.

Navigating retirement finances can feel overwhelming, but Avi made everything clear and manageable. Avi took the time to get to know us as people—not just clients—and built a plan that supports the life we want to live in our later years. Because of Avi, we feel secure, supported, and confident about our financial future. It’s a blessing to work with someone who truly cares."

Let's Build Your Future

You don’t need to have it all figured out. You just need the right starting point.

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