Member

Anna Golan-Reznick

London, ON

Objective Financial Partners Inc.

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Anna Golan-Reznick

Member Bio

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I am an Advice-only Certified Financial Planner at Objective Financial Partners Inc. I specialize in comprehensive financial planning and retirement strategies, particularly for Canadian expatriates. I am passionate about working with clients who are considering relocating or retiring overseas. My mission is to help clients achieve clarity and confidence in reaching their financial goals.
With over 20 years of experience in the financial industry, I combine deep expertise in financial planning with a complementary educational background in psychology. The last 14 years of my career have been spent in the wealth management industry in various roles with a big 5 Canadian bank. Prior to becoming part of the team at Objective Financial Partners, I managed my own practice as an advice-only Financial Planner in Smart Move Financial Planning, where I focused on providing financial advice and financial planning services tailored for Canadian Expatriates.
Outside the professional realm, I am married and have a teenage daughter. As a nature lover, I enjoy traveling to warm destinations with my loved ones. In my free time, I love biking in parks with my daughter and taking walks with my dog. I am committed to maintaining a balanced lifestyle while continuously pursuing personal and professional growth.

Specializations

Crossborder Planning (Canada/Other)
Estate Planning
Financial Planning
Retirement Income Planning
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Hourly
Fee Only - Retainer Based
Fee Only - Flat Fee/Project Based

Professional Associations

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Education

University

Assets Under Management

Practice Size

Investment License

None

Provinces Licensed (Investment)

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