"Empowering you with financial awareness, we help you navigate the world of investing, savings, and taxes to achieve your financial goals."

About

At Global Tax & Wealth Management, we are committed to providing personalized financial, tax, and insurance solutions that are tailored to your unique needs and goals. Contact us today to schedule a free consultation and learn how we can help you achieve your financial objectives.

Mission

At Global Tax & Wealth Management, our mission is to promote financial literacy and empower individuals and families to achieve their financial goals. We believe that financial education is a lifelong process that should start at a young age and that everyone deserves access to financial resources and guidance to make informed decisions about their finances.

We also believe that financial literacy is the key to building strong communities and a brighter future for all.

We understand that compound interest is one of the most powerful financial concepts, and we are passionate about helping our clients understand how it works and how to take advantage of it to grow their wealth. We believe that by starting early and making smart financial decisions, our clients can benefit from the power of compound interest and achieve their financial goals more quickly.

We strive to create a supportive and collaborative environment where our clients can feel comfortable discussing their financial concerns and goals. Our goal is to help our clients develop the knowledge and skills they need to make informed decisions about their finances and build a secure financial future for themselves and their families.

Meet Our Team

Vikas Aggarwal

I am a mutual fund representative and insurance advisor with experience in the industry. I am passionate about helping individuals and families achieve their financial goals and protect their assets.

I believe in a holistic approach to financial planning. I provide customized investment advice and insurance solutions that are tailored to each client's individual needs and goals. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, I am here to help you achieve your financial goals.

Schedule Your Free Consultation Today!

Are you looking to take control of your finances and achieve your financial goals? Global Tax & Wealth Management is here to help. We offer free consultations to help you understand your financial situation and develop a personalized plan to achieve your goals.

During your free consultation, we will:

• Discuss your financial goals and concerns
  
• Review your current financial situation, including your insurance policies and investment portfolio
  
• Evaluate your insurance policies to determine if they still meet your needs and make any necessary recommendations
  
• Analyze your portfolio's returns and identify any potential gaps or opportunities to improve your returns
  
• Provide recommendations on how to improve your financial health
  
• Answer any questions you may have
  

Our consultations are completely free and there is no obligation to work with us afterwards. We believe in providing valuable advice and support to help our clients achieve their financial goals, and we want to make it easy for you to get started.

To schedule your free consultation, simply fill out the form on our website or give us a call. We will work with you to find a convenient time that fits your schedule. We look forward to helping you take the first step toward financial freedom!

Services: Investment

• Personalized Investment Planning: We develop tailored investment strategies based on your financial goals, risk tolerance, and time horizon. Our goal is to maximize returns while effectively managing risk.
  
• Investment Monitoring: We provide ongoing monitoring and management of your investment portfolio to ensure it remains aligned with your objectives. We stay informed about market trends and adjust your portfolio as needed.
  
• Retirement Planning: We help you plan for a comfortable retirement by determining the optimal savings rate, investment vehicles, and withdrawal strategies. Our aim is to ensure your retirement goals are within reach.
  
• Mutual Funds/ETFS/Liquid Alternatives
• Registered Plans (RESP/RRSP/TFSA/RDSP) and Non-Registered accounts

Services: Insurance

• Life Insurance: We assess your insurance needs and recommend suitable life insurance policies to protect your loved ones financially in the event of unexpected circumstances.
  
• Health Insurance: We help you navigate the complex landscape of health insurance options and find coverage that meets your healthcare needs and budget.
  
• Travel / Visitor / Super Visa Insurance
• Living Benefit Insurance: We provide living benefit insurance services, which offer financial protection in the event of critical illness or disability. These policies can help cover medical expenses, replace lost income, and provide peace of mind during challenging times.
  

Services: Taxation

• Personal /Corporate Tax Preparation: Our team of tax experts specializes in preparing accurate and timely tax returns for individuals. We ensure that you take advantage of all available deductions and credits while maximizing your tax savings.
  
• Book Keeping and Payroll services.
• CRA Audit Assistance: Dealing with a CRA audit can be a daunting experience. Our experienced team is here to support you throughout the process, ensuring compliance and providing guidance to navigate the audit smoothly.
  
• HST Filing: We assist businesses in fulfilling their HST (Harmonized Sales Tax) filing requirements. Our knowledgeable team will ensure accurate and timely filing, helping you avoid penalties and maintain good standing with the tax authorities.
  

2680 Skymark Avenue, Suite #1000

Mississauga, ON L4W 5L6

CARTE WEALTH MANAGEMENT

HEAD OFFICE

GLOBAL TAX & WEALTH

MANAGEMENT OFFICE

Brampton, ON L6R 1E2

vikas.aggarwal@cartewm.com

globaltaxwealth@gmail.com

(416)-721-7368/(647)-390-7368