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PLAN WITH PURPOSE.
PURSUE YOUR FINANCIAL GOALS CONFIDENTLY.

Personalized planning for your finances, retirement, business, and legacy.

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You Deserve A Financial Partner Who Listens, Plans With Purpose, And Stands By You.

Avi Gopichand, Financial Planner and Insurance Advisor, leads a team dedicated to holistic, personalized strategies that support your financial goals and legacy.

Our Services

Comprehensive Planning for Every Stage of Life

Financial Report

Our Approach

Life Changes. So Should Your Plan

We don’t believe in one-size-fits-all strategies. Our process is rooted in listening first, then creating flexible, long-term plans that evolve with you.

How We Work Together

1. Intro & Discovery

A 60‑minute call to clarify your goals, priorities, and financial baseline.

2. Custom Strategy

​Avi performs a comprehensive analysis of cash flow, insurance, investments and estate to craft your roadmap.

3. Implementation

Clear guidance and coordination with other professionals to help ensure your plan is set up right.

4. Ongoing Partnership

Frequent check‑ins (semi-annual or quarterly) to adapt your plan as life changes — new job, family, market shifts, retirement.

Got Questions? We’re Here to Help 

Find quick answers in our FAQs or reach out through our Contact page.

Why work with Avi Gopichand, CLU®

  • Advanced training: Honours B.Com Finance, Chartered Life Underwriter (CLU®) designation, Insurance License for Life, Critical Illness, Disability and Group Insurance.

  • Structured cash-flow process: Supports clients in managing debt and building savings over time​.

  • Complete, not isolated: Financial, insurance, and estate plans are aligned and integrated.

  • Client-first approach: Clear explanations, no jargon, and a focus on building understanding and trust.

  • Canadian roots: Proudly based in Ontario, serving individuals and families across Canada.

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Client Experiences

Trusted by individuals, families, and business owners across Ontario. Read what clients say about working with Avi and his team.

Taje Mohabir

"Working with Avinash Gopichand has been an exceptional experience. Despite being early in his career, Avinash brings a level of passion, dedication, and genuine care that is rare to find. As a client, I have been thoroughly impressed by the quality of service he provides—so much so that I’ve confidently referred several others, including my neighbours.

 

Avinash is more than just a financial advisor. He takes a holistic approach, partnering with you across multiple aspects of your life to ensure you can achieve the goals you set together. His guidance is thoughtful, proactive, and always aligned with your best interests. I am truly grateful for his support and highly recommend him to anyone seeking a trusted partner in their financial journey."

Surfing Together

Ready to Take Control of Your Financial Future?

Whether you're building your career, growing a business, or planning your legacy — Avi Gopichand and his team are here to guide you with clarity, strategy, and confidence.

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