Aynsley Morgenstern, CFP

FINANCIAL PLANNER, INVESTMENT AND RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

As a financial planner, I specialize in retirement transition planning—the process of thinking about what you want your retirement to look like, and where the money part fits in. Whether retirement means downsizing, moving to the countryside or spending time with grandchildren, I can help you build a retirement income plan that suits your needs.

Languages Spoken: ENGLISH

Contact Me

(905) 703-7077

GUELPH, ON

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A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

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Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

Balance Your Priorities Icon Balance Your Priorities

Invest for the Future Icon Invest for the Future

Plan Your Retirement Icon Plan Your Retirement

Implement Tax Strategies Icon Implement Tax Strategies

Enjoy Your Retirement Icon Enjoy Your Retirement

Reports & Insights

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook

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Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week