Phone: 905-581-0878
Fax: 905-538-7961
Email: info@imperiallife.ca
406 North Service Road East, Suite 300,
Oakville, Ontario L6H 5R2
© 2015 Imperial Lifestyle Management. All rights reserved.
We grow our business through client referrals. If you’ve been happy with our services and our work together, please tell a friend!
Filling out the following form is a quick and easy way to let others know about our services. The mandatory fields are denoted with an asterisk (*).
Note that your friend's e-mail address and name will not be sent to us and will not be used for any purpose other than to send him/her your message. All information is confidential. Remember that e-mail is not a secure medium, and so personal information should be transmitted by more secure means.
Phone: 905-320-5081
Email: Andrew@imperiallife.ca
Andrew believes in achieving the clearest understanding of your values and goals before moving forward. He holds individual meetings to gather information, review objectives, and ultimately create a lifestyle management plan that optimizes both wealth and personal goals. The end result is the implementation of a strategy which is less time consuming than your current processes, while maximizing your wealth and lifestyle goals.
Phone: 905-577-2809
Email: alex@imperiallife.ca
By taking my previous experience and marrying it with additional professional development I strive to challenge all clients to achieve a higher level of success.
My purpose in life is to help clients by empowering them to truly experience all aspects of life and live by design.
Providing integrated management solutions for demanding professional lifestyles. We're the advocate for you, your family, your business, your objectives and values. We listen first and understand before advising.
Email: Emilia@imperiallife.ca
Emilia’s passion is everything marketing!! With an extensive background in marketing, brand awareness, business development and graphic design along with a proven ability to coordinate the planning, development and execution of strategic marketing initiatives to drive desired results.
She possesses excellent communication skills, project management experience and ability to listen to our client’s wants, needs and their “wish list” and guides our team in achieving them!
Emilia’s greatest strengths are her creativity, drive and leadership. She thrives on challenges, particularly those that expand the company’s reach.
Phone: 905-581-0878
Email: karen@imperiallife.ca
With 10 years of industry experience Karen's roll is to gather and analyze all of your personal financial data, banking, credit card records and day-to-day spending patterns.
This data helps us garner an understanding of your spending habits and trends to deliver the most accurate recommendations for your future success.
Augmenting her credentials is her utmost commitment to client service coupled with in-depth problem-solving aptitude and communication acumen.
Office: 905-581-0878
Email: nariman@imperiallife.ca
The glue that holds us all together! Nariman manages the office interactions on all levels, of both the Wealth & Lifestyle Management sides of the office. She keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!
Adept at wearing many different hats and doing a multitude of jobs simultaneously, Nariman’s extensive background, knowledge and experience in the financial industry has made her a valuable asset to the Imperial team.
Email: Kelsey@imperiallife.ca
The glue that holds us all together! Kelsey manages the office interactions on all levels, of both the Wealth & Lifestyle Management sides of the office. She keeps us on-time, up-to-date, in-the-loop and moving forward meeting each of our client’s goals!
Adept at wearing many different hats and doing a multitude of jobs simultaneously, Kelsey’s extensive background, knowledge and experience in the financial industry with firms like Momentum Credit Union and the Royal Bank of Canada has made her a valuable asset to the Imperial team.
Andrew is very professional and thoughtful. He always demonstrates a standard of character that I am pleased to experience and pleased to share with others. His communication style, efficiency and knowledge are a rare find. Thank you Andrew for taking care of me and Sheila.
- Warren Trimble, Hamilton.
We truly enjoy working with our team at Imperial as the benefits they offer us are tremendous. I know they're just a phone/email away and always get back to us on the same day. They have helped us to manage our life. It really has made a big difference in our lives. We continue to sing your praises.
- Dr. Sehdev and Dr. Venantius, Ancaster.
Imperial allows me to focus on the things I want to do and provides support in the things I have to get done. I can always rely on Andrew to have my concerns and requests quickly addressed. I also can rest easy knowing that they have gone out of their way to ensure my best interests are looked after. Whether its providing me advice on my investments or finding the best possible price for a hotel booking. They have saved me a lot of time, money and stress.
- Dr. Valani, Hamilton.
At my wedding, I introduced Andrew as the guy who manages my life. Thank you for always picking up my calls and helping me set-up my practice. I don't know what I would do without you!
- Dr. Price, Hamilton.
Previously unincorporated doctor...
My accountant told me to wait... I thought incorporating would be too difficult
After speaking with my accountant for several years and watching those around me benefit from incorporating, I decided to get a second opinion. Imperial took the time to review all of my information and figure out if I'd actually save by incorporating. In the first year, my tax bill dropped by $26,000. The guys even went back to the previous two years and got me another $10K from older returns.
Imperial: Our process allows us to have an in-depth view of your situation that your accountant would generally not see. This level of intimacy allows us to optimize and increase the amount of money you keep each year.
Drowning in student debt
"I can't believe I tried to repay this on my own"
I thought I was doing the best I could to pay down my debt. It would have taken me 6 years to pay this all off and cost me $110,000 in additional taxes without Alex's help. Looking back, I can't believe I tried to repay this on my own. Two years went by since we first met, and I'm debt free.
Imperial: Being debt free makes us feel comfortable. By optimizing how your debts are paid, we are able to get rid of them sooner, and save you money in interest and taxes along the way. By truly understanding our client families, their habits and lifestyles, we're able to effectively offer them a faster way to pay debt and live a full life.
Cash flow
"on-line banking a few times a week added up to wasted hours each month"
I always had enough money in the bank, but my credit cards were sometimes declined and I used to get letters from creditors because my bills were never paid on time. The mail would pile up and I’d open a few letters at a time and forget which bills were paid and which ones weren't. Once I started paying more attention it felt like I’d be online banking every day for 5 to 10 minutes. This added up hours of wasted time each month, and I still wasn't doing anything close to what Andrew was able to accomplish once he took over.
Imperial: Our client’s are busy, and these little things tend to slip by. We've seen how late payments lead to $50 NSF Fees, poor credit ratings and difficulty getting the best lending rates. Having a personal financial manager is extremely valuable in these situations. Our streamlined process allows us to collect your mail, pay your bills, manage your daily banking and ensure you’re always up to date. Our client’s are ensured high credit ratings, the best rates, and satisfaction that their financial affairs are always being looked after.
