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AFSWest

It's not always about return

At our core, we believe that your wealth is more than just numbers on a page; it's a reflection of your family's future and your legacy. We partner with you to align your investments and estate plan with the values that matter most—like providing for your children's education or ensuring your family's financial security for generations. We're here to help you navigate the complexities of financial planning, turning your goals into a purposeful, lasting reality. Let us help you build a financial plan that truly embodies what you and your family stand for.

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Your Investment expert - Davy Joly

With over a decade of experience as a dedicated Wealth Advisor, I understand that successful investing goes beyond just transactions. I believe in building genuine partnerships with my clients. I'm not here to simply tell you what to do; instead, I want to be an integral part of your team. By truly understanding your unique circumstances, your aspirations, and your comfort level, we will collaborate to develop a personalized financial roadmap. This approach empowers you to feel confident and make well-informed decisions every step of the way, knowing you have an experienced advisor by your side.

About our Sponsoring mutual fund partner

Global Maxfin Investments Inc. is an independent financial advisory firm committed to providing objective and unbiased guidance, personalized to your unique investment objectives. Whether planning for retirement, growing wealth, or funding education, our independent advisors offer tailored strategies, free from corporate restrictions, ensuring your best interests always come first.

Our services

Comprehensive money management roadmap
Investment advice
Existing investment review
Intergenerational Wealth transfer planning
Tax and Estate Planning
Corporate investment planning

Our Commitments


Offer Unbiased Advice

Independent advisors are not bound to any single financial institution or product. They can objectively evaluate the best solutions for their clients without conflicts of interest.

Promote Transparency

Independent advisors are required to disclose all fees and conflicts of interest, ensuring clients understand the costs and motivation behind the recommendations.

Holistic approach

We look beyond the portfolio to understand your complete financial picture. This creates a unified strategy where every decision supports your life's most important goals.

Customized Strategies

Without being limited to in-house products, independent advisors can design holistic, customized wealth management strategies to meet each client's unique goals.

Simple fee structure

Regardless of your asset level, we only charge a 1% advisory fee. There's no tiered system that favors the wealthy. Know more about fees.

Communication

We work as your dedicated team, always aligned with your goals. You will receive proactive communication and clear insights when it matters most.

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Investment Savings Peer Comparison

Your Financial Snapshot

See how your savings stack up against your Canadian peers.

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Current Snapshot

Median net worth data from Statistics Canada, Survey of Financial Security, 2023.

Disclaimer: Every individual's financial situation is unique. This advice is for informational purposes, and it's always best to consult with a financial advisor to create a personalized plan.

Ready to Take the Next Step?

A solid financial plan is the fastest way to reach your goals.

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