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Putting financial advice in a picture

As your life changes, so do your financial goals

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How We Work?

You need to be educated and prepared.

I can help you to understand how investing works and help you to reach your dreams too. Wise investing requires knowledge of key financial concepts and an understanding of your personal investment profile and how these work together to impact investing decisions. Understanding your assets now can help prevent financial crises down the road.

We will look at various investment vehicles.

I will discuss the basic financial concepts that you need to understand. You will learn about the difference between saving and investing, the predictable trade-off between risk and return, the importance of time and about asset allocation. In addition, I will look at various aspects of your personal situation and the possible impact on your asset allocation decisions.

Are you prepared for retirement?

Your retirement years can be a period of 30 years or longer. I will show you different investment options and retirement plans that are available for you. Learning about your money doesn’t have to be difficult. What’s right for you will depend on your goals, feelings about risk, and length of time to invest. I will help you to create a picture of what you want your retirement to look like. That picture will help you stay on the right road towards your dream.

Client Feedback

Jo A.

Daria has been a critical component to our family’s financial future. Over the years, Daria has introduced many suggestions that have proven to perform very well for us. We’ve been very happy working with Daria on many fronts. In addition, Daria is an absolute pleasure to work with and we have enjoyed our relationship with her as an advisor for many years. We’re thrilled to have Daria on our side!

Gord & Suzanne C.

We have known her since 1993  when she was an assistant to our financial advisor. Two years later she became our advisor.  We have grown our assets with her since then and have been more than happy with the outcome.  She has always given good advice and has given us reasons why we should or should not invest in things when we gave our suggestions. Daria has always been available to give us advice or to review our accounts.  She is a polite and courteous lady whom we hope will be around for years to come.

Jan and Lynne K.

We first met Daria Koralewska in 1995. It is the best thing that happened for us to prepare for our retirement years. We cannot say any more. She has advised, suggested, and done so well for us, it is wonderful. Her professionalism and caring interest in the ‘personhood’ of her clients is a great comfort. We cannot conceive of not knowing her, of not having her in our lives.

Jo A.

Daria has been a critical component to our family’s financial future. Over the years, Daria has introduced many suggestions that have proven to perform very well for us. We’ve been very happy working with Daria on many fronts. In addition, Daria is an absolute pleasure to work with and we have enjoyed our relationship with her as an advisor for many years. We’re thrilled to have Daria on our side!

Gord & Suzanne C.

We have known her since 1993  when she was an assistant to our financial advisor. Two years later she became our advisor.  We have grown our assets with her since then and have been more than happy with the outcome.  She has always given good advice and has given us reasons why we should or should not invest in things when we gave our suggestions. Daria has always been available to give us advice or to review our accounts.  She is a polite and courteous lady whom we hope will be around for years to come.

Jan and Lynne K.

We first met Daria Koralewska in 1995. It is the best thing that happened for us to prepare for our retirement years. We cannot say any more. She has advised, suggested, and done so well for us, it is wonderful. Her professionalism and caring interest in the ‘personhood’ of her clients is a great comfort. We cannot conceive of not knowing her, of not having her in our lives.