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Financial Health Assessment

Are you hoping to gain empowerment and stability through your finances? Are you looking to gain a deeper understanding of how your current situation compares to your goals? Are you unsure of what your goals are, or unsure if they are where they should be for you at this stage of life?

Working with the Transition Wealth Advisors team to gain perspective regarding your current financial situation is a smooth, stress-free and educational process. We work with you to understand your needs, concerns and goals, so you’ll emerge empowered and with the perspective to make informed choices. From there, we can suggest additional services of wealth planning (link to wealth planning service page) and risk management (link to risk management page) to execute your plan. Book a complimentary discovery session today and let our team help you grow your wealth for years to come.






"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