New Canadians

​Congratulations! You just checked the big goal of moving to Canada off your list! What a thrilling time!
 
You came to Canada for something new, a fresh start. Moving to a new country can be an exciting adventure! However, it can also be a bit daunting to re-learn a new personal finance system and all the moving parts. That's where I come in! I help new Canadians develop a plan to make sure they are getting off on the right foot on the path towards achieving their Canadian Dream. 
 
As part of my holistic financial planning philosophy, I'll work with you to:
 

• Analyze your current financial situation to determine how your other investments fit with your goals while in Canada (eg. Are you here temporarily? Does it make sense to maintain foreign investments elsewhere?)
• Create/optimize a Canadian investment plan, including reviewing the various account types available and what they mean for you
• Develop an understanding of how the Canadian credit system works and how to build your credit score
• Review your compensation package (s) and the benefits available to you through your employer

 
On top of the above, your financial planning will also include:
 

• Retirement planning 
• Estate planning
• Insurance planning
• Education planning for yourself or your children 
• Cash flow and debt management

 
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