At Aaron Wealth Management, we believe you deserve to feel confident about your finances. We understand how hard you work for your money, and how important it is to protect your future. Over the last 17 years, business owners and families have trusted us to create a financial plan that works for them.
 
Here’s how we do it — Start by booking a free call with our team to share more about your goals and learn if our services are right for you. After an in-person or virtual meeting focused on gaining a clearer understanding of your finances, we’ll create a customized plan to help you reach your goals. Going forward, we’ll manage and monitor your plan so you can have confidence in your financial future.

We have 3 different fee structures:
1. Fee-based: our services are priced at a set-fee, or by the hour. All fees are disclosed and explained before work is completed.

2. Asset-based: a fee based on the investments we manage for you. Our fees include planning services and ongoing engagement.

3. Insurance Planning: We are paid a commission by the insurance company for placed policies.  We are paid the same by all insurance companies so there is no conflict of interest for us. 

Please contact our office for more details on the fee structures to see what fits you best.

We’re partnered with professional money managers to look after your money – we look after the planning. The investment managers we partner with provide coverage through CDIC (much like your bank) and are all part of the Canadian Securities Administrators.

Unlike most of our competitors, we are not owned by anyone. That means we can offer unbiased recommendations that are best for you and not the corporate coffers.