Ansari & Hodgins Group – Wealth management

Values-based.
Goals-focused.

From the simplest of wealth needs to the most complex financial affairs, our approach to wealth management remains values-based and goals-focused. In order to mitigate risk and capitalize on opportunities to grow your wealth, we abide by three principles unique to our team.

Establish your goals first

We believe in forming meaningful relationships with our clients to establish their goals before we can offer advice. It’s our way of showing that you’re in control and that you have our utmost respect.

Ensure solutions are always tax-smart

With our very own Trevor Hodgins having worked as a Chartered Professional Accountant prior to joining RBC Dominion Securities, we understand the complexities of taxes and the ways in which a tax-smart strategy can greatly impact your overall financial well-being and net worth. It’s our promise to you to never cut corners.

Simplify, coordinate, and consolidate

We know how complicated your finances can become. It’s our aim to simplify your financial life through proven, time-tested strategies that are multifaceted, comprehensive, and well-rounded.

What does a comprehensive wealth management strategy include?

Our team and financial partners work together to deliver:

Financial planning

Clarify your financial goals
Create a net-worth statement
Recommend planning strategies

Investing

Custom-design your portfolio based on your needs for income, growth, and security
Diversify to manage risk and achieve return objectives
Review and rebalance on an ongoing basis

Tax planning

In consultation with your tax advisors, we can help you identify tax-minimizing strategies that can:

Protect your wealth
Enhance your after-tax retirement funds
Minimize estate taxes

Retirement planning

Maximize retirement savings and income
Coordinate transition into retirement
Assist with business succession

Education

Assist with tax-advantaged strategies to fund a family member’s education

Credit and lending

We can introduce you to an RBC banker to assist with:

Cash flow management
Personal credit and lending
Business financing and leasing

Insurance planning

Protect your financial security
Enhance your after-tax wealth
Minimize impact of estate taxes

Estate and legacy planning

Identify opportunities to protect your estate for your family
Help simplify estate settlement
Help you create an enduring family legacy

It is a great pleasurable experience to work with Ahsen and his team. They’re knowledgeable, professional, and very pleasant to work with. Ahsen’s personalized approach is highly appreciated and his solid advice and great communication skills make our interactions smooth and enjoyable.

– Dr. Y. Av-Gay
Trevor’s sound financial insights and guidance have been invaluable to our family. He brings with him a team of advisors who have assembled a strong and balanced portfolio which has met our financial needs.

– C.J. Downton
Ahsen is an absolutely pleasure to work with. He keeps us informed on trends and outlooks without overloading us with information. The plan we put together with Ahsen has already demonstrated itself as the right move for our future.

– J. Langlois & D. Sabelli

Values-based. Goals-focused.