Anna Golan-Reznick

I am an advice-only Financial Planner and the founder of Smart Move Financial Planning. We are committed to making financial and retirement planning accessible to all Canadians, with a specialized focus on providing financial advice and financial planning services tailored for Canadian Expatriates. Our mission is to help our clients achieve clarity and confidence in reaching their financial goals, while saving time, money, and minimizing taxes. We support Canadians in relocating or retiring overseas. Advice-Only financial planning focuses on providing guidance without product sales, ensuring unbiased advice free from conflicts of interest tied to commissions or sales incentives.
I hold the Certified Financial Planner designation in Canada, boasting over 25 years of extensive experience in the financial industry. Throughout my career, I've navigated various sectors including banking, insurance, and pension funds. During my tenure spanning 13 years with one of Canada's largest banks, I honed my skills in facilitating clients' retirement, tax, and estate planning objectives while offering sound investment advice. Presently, I am honoured to lead my own practice as an advice-only Financial Planner in Smart Move Financial Planning.