Aynsley Morgenstern, PFP, CFP

FINANCIAL PLANNER, INVESTMENT & 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

Locations Served: GUELPH, ON; ROCKWOOD, ON

Contact Me

(905) 703-7077

GUELPH, ON

Email Me

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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