FINANCIAL SERVICES MADE EASY

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