About

About US
FinAid Financial Services offers a complete range of services, providing strong financial advice based on the professional concepts at any stages in your life.

We face realities and we find opportunities through your lifetime.

How we do this? We do all of this by establishing and maintaining continuity of personal service.

01. Our Expertise

You get full spectrum financial advice with expertise in Investments, Insurance, Group Insurance Plans, giving you a good understanding of how your finances are interconnected. Working with you it is not necessary to go to other departments and individuals. We create the complete view of your financial situation and build the strategy to serve all your needs, providing seamless, multi-generational service.

02. Financial solutions created to your needs

We have financial products and solutions to match. We can work with you to build a sound financial foundation with mutual funds and ETFs.

Unlike many other wealth management firms and banks, who only offer investment products, we provide a full spectrum of solutions to satisfy all your financial needs. We have established relationships with North America’s leading asset management, insurance, mortgage and banking firms, to provide you with a full range of competitively priced, comprehensive, customized financial solutions.

We are disclosing transparency in fees, allowing you to see costs of services and the value received. Our interests are fully aligned with yours.

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

Consultants

A Team Of Professionals

Elena Shatravka

M.Eng., CPCA, CLU

Financial Advisor

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.

Get In Touch

+1 416 319 1472
elena@finaidconsulting.ca