About Astoria Wealth Management
Astoria Wealth Management is a fully independent financial planning and full service financial services firm. Founded by Dylan Spence in 2019.
We assist our client in the three “W’s” of wealth: wealth creation, wealth preservation, and intergenerational wealth transfer.
We develop tailored solutions for individuals, families and businesses, partnering closely with you to simplify your life. Proactively adjusting your financial plan as you go through life.
Our approach is holistic, comprehensive and tailored specifically to you. We understand that your financial plan should be unique to you, your business and your life goals. As your needs grow in complexity through life’s different stages, we work closely alongside you and we can call on a team of outside professionals in order to assist in delivering the best possible solutions.
Being a fully independent firm means we can work with whoever we choose and are not made to use one companies products or services over another. We are able to search the marketplace insuring that you receive the best fit at the best price.
We broker for most of the largest insurance companies in Canada, again allowing us to find you the best fit at the best price. For both your personal and business needs. We are also proud to offer group insurance & pension plans specific to indigenous organizations.
We believe we bring something different to the table. We follow a proven approach to wealth management customized to you and your goals.