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At Transition Wealth Advisors, we believe that as life changes, your investment needs change. For many, having children and experiencing health shifts can be are primary reasons to consider children investments. Managing your finances through these investments can be complicated due to tax and legal implications.
Working with our team to understand your goals regarding the long-term financial protection of your child removes the stress and confusion from the process. While other wealth management agencies may focus on selling you a specific product or gaining a commission, we look at your financial situation as a whole, working as liaisons, and always in your best interest.
"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 M (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 P (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 C (owner of three crowns studio) Mississauga
