Good financial advice now is more important than ever. With Professional Advice you will have the financial resources to realize your goals, archive your financial well-being and stay on track. I believe that my knowledge, experience, access to a suit of world-class investments and the comprehensive portfolio of insurance products, as well as building long-term relationships is the right way to help you and your family to explore the financial options that are best for you at each stage of your life.
Investments
We believe that everyone deserves the opportunity to build wealth and secure their financial future, and we are here to help you do just that.
Estate Planning
Choose the right coverage to protect your loved ones and their financial future.
Features
What We Do Best
Investments
Our value proposition is to deliver investing power of low-cost ETFs, based on the latest evolution of digital wealth-management platform, using hybrid services with traditional professional licensed advisors.
Retirement Planning
The complete analysis of your current insurance holdings including group insurance as well as post- retirement benefit coverage, if any, helps to formulate financial objectives on the basis of your situation and preferences and provide potential retirement vehicles.
Estate Planning
We accent that Estate Planning includes health care planning through living benefits, disability, critical illness, long term care and financial issues, that we definitely determine and provide you your potential vehicles.
Tax Planning
We evaluate the suitability of existing tax situations and identify potential tax strategies and structures where the solution for tax problems can be made using the different financial and other instruments.
Insurance
We consider the taxation of critical illness insurance, long term care insurance, disability insurance, including both personally and corporately owned.
Cash Management
We analyze information on all sources of income, salary and pensions and details of all debt including interest rates and repayment schedule in order to determine “net” income.
Proven Success
The Numbers Don’t Lie
According to the analysis which was completed by IPSOS Reid, National Data shows that Canadians at any age and income level can benefit from having a financial advice and a financial advisor at any stage in their life.
Households that received advice, increased in
Household Income that received advice, increased in
Your Consultant
ELENA SHATRAVKA
Elena Shatravka
M.Eng., CPCA, CLU
Financial Advisor
Get In Touch
+1 416 319 1472
elena@finaidconsulting.ca