Retirement in View
We have designed a quiz as a guide to help you find the best financial advisor for your particular needs. You will learn the difference between fee only, fee-based and commission based financial advisors. Click here for the quiz: WHAT IS THE DIFFERENCE? FINANCIAL PLANNER VS FINANCIAL ADVISOR: A financial planner's focus is more on advice and less on the sale of financial products like investments and insurance. A proper financial plan should be in place first before selecting which products are most suitably matched to your wants, needs, and goals. WHAT DOES A FINANCIAL PLANNER DO? A financial planner will help you plan for retirement, save tax, budget and save for the long term, make sure your finances are in order, as well as help you map out your ideal scenario. A good financial...
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Sentiment Analysis
We had some questions about when my husband and I should start taking money from our RRSPs, accessing CPP/OAS taking into account our current financial situation and obligations.
Ayana was very helpful in guiding us to understand our financial plan and provided us with simple, clear analysis and actions.
As small business owners we’ve struggled with Financial Planners that provided incomplete and not actionable plans.
She gave me the time needed to understand things for myself before proceeding and answered any questions I had along the way.
Not earning commissions or kickbacks for recommending certain products) for an impartial review of our financials, and we highly recommend it.
My wife Nancy and I felt we were 3-4 years away from retirement and had received some advice from our stock broker firm but also followed the guidance to seek independent advice from someone who is not motivated by keeping your portfolio business.
We were not interested in purchasing any additional financial products, and just wanted a knowledgeable professional to assess our financial position, and our future plans, and provide useful guidance as we look ahead to our retirement.
It sounds too good to be true but Ayana found an oversight in our taxes (RRSP-related) that gave us a return of over 10 times what her fee was!
Her tailored financial advice and personal plan has literally paid off within 4 days of implementation.
Ayana is very thorough in her assessment and asks for all the details so an accurate picture can be made.
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