Anna Golan-Reznick
London, ON
Smart Move Financial Planning
Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
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Member Bio
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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 honored to lead my own practice as independent Advice-Only Financial planner in Smart Move Financial Planning.
Our mission is to offer objective financial and retirement planning advice while helping our clients minimize taxes, penalties, and fees.
We specialize in tailored financial planning solutions catered to the unique needs of Canadians relocating or retiring overseas.
Presently, I am honored to lead my own practice as independent Advice-Only Financial planner in Smart Move Financial Planning.
Our mission is to offer objective financial and retirement planning advice while helping our clients minimize taxes, penalties, and fees.
We specialize in tailored financial planning solutions catered to the unique needs of Canadians relocating or retiring overseas.
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