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"I'm dedicated to helping individuals build a roadmap to financial success. Let's face it, it's so much more than just money. It involves your needs, values and dreams. My goal is to encourage you, keep you focused, report on your progress and see you succeed."
Ilana has over 25 years of experience in the financial services industry, working with high net worth individuals in Canada and abroad. A proponent of continuous learning and development, Ilana holds a number of significant financial designations, including: Personal Financial Planner (PFP) designation, Certified Professional Consultant on Aging (CPCA), Chartered Investment Manager (CIM) designation, has a certificate in Advanced Investment Advice, and has completed her Fellowship with the Canadian Securities Institute (FSCI).
As an Investment Advisor, Ilana will work with you to prepare comprehensive and customized investment solutions tailored to the individual needs, goals and financial situation of each client. Her specialty is helping clients successfully transition into retirement by preserving their wealth and providing tax efficient income streams.
No matter how complex your situation, Ilana will help guide you through some clearly defined options and discuss all potential courses of action to help you make a well informed decision.
Ilana can provide a combination of personalized advice and access to a full suite of investment products through Credential Securities, including mutual funds†, stocks†, bonds†, exchange-traded funds† (ETFs) and more.
† Mutual funds and other securities are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Insurance services provided by BlueShore Wealth.