www.investwithapplestock.com Open in urlscan Pro
192.95.29.122  Public Scan

Form analysis
1 forms found in the DOM

POST /

<form action="/" method="post" id="search-block-form" accept-charset="UTF-8">
  <div>
    <div class="container-inline">
      <h2 class="element-invisible">Search form</h2>
      <div class="form-item form-type-textfield form-item-search-block-form">
        <input onblur="if (this.value == '') {this.value = 'Enter terms then hit Search...';}" onfocus="if (this.value == 'Enter terms then hit Search...') {this.value = '';}" type="text" id="edit-search-block-form--2" name="search_block_form"
          value="Enter terms then hit Search..." size="15" maxlength="128" class="form-text">
      </div>
      <div class="form-actions form-wrapper" id="edit-actions"><input type="image" id="edit-submit" name="submit" src="/sites/all/themes/genteel/images/search-button.png" class="form-submit"></div><input type="hidden" name="form_build_id"
        value="form-ZYrmGrMhAjsFdJjgMRAW59-VNvsy4nGPyhMmQhnRDNg">
      <input type="hidden" name="form_id" value="search_block_form">
    </div>
  </div>
</form>

Text Content

Skip to main content

 * PORTFOLIO ACCESS
 * (866) 907-8647
 * arron@investwithapplestock.com


SEARCH FORM



 * Home
 * About Us
 * About You
   * Your life stage is...
     * Starting Out
     * Young family
     * Established Family
     * Retiree
     * Single
   * You need to plan for...
     * Protecting your family
     * Investments
     * Retirement
     * Income Taxes
     * Your child's education
     * Your Legacy
     * Running a Business
 * What we do
   * Financial Strategy
   * Retirement Planning
   * Estate Planning
   * Tax Planning
   * Portfolio Analysis
   * Insurance Analysis
 * E-Newsletter
 * Resources
   * Financial Library
   * Calculators
   * Life Planning
   * Gov't Sites and Forms
   * Video Library
 * Portfolio Access
 * Contact Us




ESTABLISHED FAMILY

Families with older children need a wise cash flow management plan to help
contend with rising expenses.

Read more


PROTECTING YOUR FAMILY

No financial strategy is complete without a plan to protect loved ones from
financial loss.

Read more


YOUR INVESTMENTS

Wise asset allocation and careful investment selection are key to a
well-balanced portfolio.

Read more


YOUR LEGACY

A detailed estate plan creates a legacy that can benefit your heirs in many
ways.

Read more


YOUR RETIREMENT

Retirement today comes with many possibilities. We can help you make the most of
every opportunity.

Read more


YOUNG FAMILY

A wise financial strategy can help keep a growing family on track during all the
"growing-up" years.

Read more


RETIREE

Careful planning can help ensure the highest income level to make your
retirement dreams a reality.

Read more


STARTING OUT

Starting out with a firm financial foundation is a great strategy for building a
solid relationship.

Read more


YOUR CHILD'S EDUCATION

Few things in life are more rewarding than helping the next generation get a
great education.

Read more


SINGLE

When life situations change, a good financial strategy can help to lower the
stress.

Read more


INCOME TAX PLANNING

Minimizing taxes through carefully planning is one of the most powerful
financial strategies available today.

Read more


RUNNING A BUSINESS

Running a successful business can be one of life's most rewarding experiences.

Read more
 1.  1
 2.  2
 3.  3
 4.  4
 5.  5
 6.  6
 7.  7
 8.  8
 9.  9
 10. 10
 11. 11
 12. 12

 * 
 * 


IT'S YOUR MONEY... AND YOUR PEACE OF MIND. WE UNDERSTAND THAT.

You've worked hard for your money, so controlling your risks and minimizing
taxes is important. We understand that too. We know that your financial
objectives are very personal, so we'll help you make the most of your
investments to achieve your goals and secure the future you dream of.

We take the time to help you really understand the various vehicles you can use
to secure and grow your investments. The more you know about financial planning,
the more likely you are to reach your financial goals, and we're here to help
you do that. We embrace investor education because it enables us to build strong
relationships with our clients.

The foundation of those relationships is the one that's critically important in
choosing a financial advisor: Trust. We know we must do right by our clients the
first time, and we strive to make rock-solid recommendations – ones that meet
both their needs and risk tolerance. We'll do the same for you.

And we'll work hard to earn your trust. We carefully consider your needs, goals
and dreams in order to implement a well-constructed financial plan, so that you
can have peace of mind about your hard-earned money and financial future.

Please click here to contact us for assistance with any financial questions.







HOW WE HELP

Protecting your family

Without barely a moment’s thought, you would protect your family from an
immediate...
Continue
Your Legacy

You have worked all your life and saved for retirement. What other planning
work...
Continue
Your Retirement

After years of living the “rat race”, you are looking forward to the day when
you...
Continue
Young family

You get home from work, your spouse is tired, and the baby just spilled
spaghetti...
Continue
Retiree

During the last market downturn a few years ago, retirees who had all their
assets...
Continue
Your child's education

First you were putting on their diapers. Then you walked them to their
kindergarten...
Continue


RECENT ARTICLES


RRSP DEADLINE APPROACHING!

Posted on: February 13, 2023
Once again, it is that time of year when Canadians turn their attention to make
their tax-deductible pension contributions to their RRSP. The word “pension” is
used deliberately to emphasize that the whole point of RRSPs and other savings
methods is to build savings over time to replace earned...
Read more


WHY BUSINESS SUCCESSION PLANNING MATTERS

Posted on: February 13, 2023
Accounting firm BDO Canada1, found that only one-third of family-owned
businesses survive the transition to second generation, with just a third of
these getting to the next - a mere 1 in 10 chance of the business surviving for
three generations. Often, the reason is insufficient planning. There...
Read more


HOW TO TELL WHEN A SENIOR NEEDS HELP WITH FINANCES

Posted on: February 13, 2023
As we age, it becomes more likely that we may lose track of our finances. It
could be because of physical reasons (failing eyesight, shaky hands, etc.),
mental reasons (memory loss, cognitive impairment, etc.), or a little of both.
It is common for someone not to seek help because of pride or fear...
Read more
More



ABOUT US

We serve individuals, families and businesses in the Markham area. Our primary
goal is to help each client meet their unique financial goals.

We are never satisfied until you are.

Read more...


OUR DEALERSHIP

Mutual funds are offered through Investia Financial Services Inc. The
particulars contained herein were obtained from sources which we believe
reliable but are not guaranteed by us and may be incomplete. The opinions
expressed have not been approved by and are not those of Investia Financial
Services Inc. This website is not deemed to be used as a solicitation in a
jurisdiction where this Investia representative is not registered.


CONNECT WITH US

Follow us on social media, interact with us and find out about new events.

 * 
 * 
 * 
 * 
 * 
 * 

© Copyright 2023 AdvisorNet. All rights reserved.
Disclaimers  |  Privacy Policy
ShareThis Copy and Paste