ANNA GOLAN-REZNICK

CFP®, BA
Founder, Financial Planner, Smart Move Financial Planning
Areas of Specialty: Expat Planning, Retirement Planning, Tax & Investment Planning, Estate Planning, Cash-Flow Planning, Cross Border Planning

I am an advice-only Financial Planner and the founder of Smart Move Financial Planning.

We offer objective financial and retirement planning advice to Canadian residents, expats and snowbirds. Our mission is to help our clients achieve clarity and financial confidence while minimizing taxes, penalties, and fees. 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 CFP 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.

Visit Smart Move Financial Planning today for more information and to book your 30-minute complimentary consultation to see how I can help you reach your goals.

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