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Wealth Planning

Understanding your options for investments can be overwhelming, stressful and frustrating. And what is best for one person or family may not be best for you or your family, things can get even more complicated. With something as precious as long-term stability, you want to ensure that your plan is customized to you and that your goals and expectations are aligned.

When we work with you in our wealth planning services, we do a lot of listening. We want to know what you’re working to achieve, whether it’s retirement, buying a house or saving for your child’s education. Then, because we at Transition Wealth Advisors are committed to helping you achieve your financial goals, we work together with you through our wealth planning processes, which we customize to your specific needs. The development of your investment plan will provide you with a sound strategy to follow - a plan to offer security over time. Get started with a free discovery call today!






"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