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Young adults may think retirement is for someone older, but this is far from the truth, the sooner you start looking at your retirement the faster you will get there. Canadians are living longer and leading more active lives than ever as seniors.
Some of these are the most common questions, a Transition Wealth Advisor will help you answer all these questions and help you create and implement your retirement plan.
For more information about how to enter the next phase of your life and the financial steps you need to follow book a complimentary Financial Health Assessment.
"I always wanted to talk to someone who could help me get my financial goals in order. I know I needed to get to this part but had no clue how to or who to get? When I spoke to friends they were in the same position. Araceli was amazing no question was dumb or any thing I had did in the past could not be fixed.
I feel/know Araceli got my life in order and regained happiness to my out look on my future. Does that sound dramatic...YES... but it is true!
I now have correct insurance coverage, my budget is fair I am not in the poor house every pay week and I have a feeling of safety and freedom. I love seeing her and she keeps me in check. I will always have this lady in my back pocket she has become a friend."
Christine Macvicar (Single professional)Mississauga
I met Araceli Hernandez about 9 years ago. One of the best decisions I ever made was to meet with her about financial planning. She wasn't pushy and listened to my concerns. I appreciated her vast knowledge and expertise. Fast forward 9 years later and I'm in a very good financial situation because of Aracelli's advice. My son is also well on his way to saving for his future. I strongly believe that everyone should have a financial advisor but working with someone like Aracelli is key to making well-informed decisions.
Patrice Palmer (Single Professional) Burlington
“I’ve worked with Araceli and feel she is the best. She works hard, knows her stuff and has integrity. She works with your budget and presents you with options that work for your situation and lifestyle. ”
Dana Castro (owner of three crowns studio) Mississauga
