We are a team of financial professionals led by Kanwaljit (Sunny) Kochar, who is based in Guelph, Ontario. We help Canadian families and business owners across Canada achieve Financial Success who are neglected by Financial Institutions.
"We mentor our clients to leverage modern-age wealth-building strategies & solutions using the proven HexaVisionary framework to achieve Total Financial Freedom 3X Faster without working extra by Leveraging 3 Rules of Money, 5 Pillars of Investments & 6 Value addition Steps of the Money Game. Our financial education & mentoring provides guided opportunities for substantial growth while protecting your most valuable assets. Good luck on your Financial Freedom journey!"
Reaching out to Sunny is one of the best decision that I’ve made so far. He has been our most trusted source for every major financial decision. After working with him, I realized new areas where I could save $5000+ every year, and was amazed by them.
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Investing your money to help fund your goals for life is a highly personal exercise. We believe in the perfect balance of a set of integrated wealth management services combined with ongoing, impartial advice. We offer services no matter what your lifestyle, stage of life, or specific needs. Discover what we can do to help you live your dreams.
The MD Smart Lounge is an exclusive hangout for clients of MD Financial Management. To request your access PIN, contact MD Client Services at 1 (877) 431-0300.
From a variety of Chequing & Savings accounts, Credit Cards, Mortgages, Loans and Lines of Credit to Retirement Planning, TD Canada Trust has you covered
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
PEACE OF MIND: Growing your assets securely is one of our key priorities. It goes hand in hand with our mission – to help create wealth and prosperity for Canadian families. There is a tremendous advantage to having one contact for all of your wealth management needs – an expert who is personally in touch with every detail of your family’s financial affairs. Assante advisors have the skills, strategies and support of our in-house accountants, lawyers and estate specialists to serve the increasingly multifaceted demands of our clients.