Naveen Arneja, CFP®

For over twenty years, I have been a proud partner in my clients’ financial success, and I have always valued relationships based on honesty and trust. Your values, needs and preferences are what guide me when I propose the best possible solution(s) for you.

Building a solid financial security plan together will help you balance all the aspects of your life by providing ways to prevent and protect against the financial risks associated with a disability, illness, loss of independence or death.

I am commited to guide you in the achievement of your financial security goals by transforming your ambitions into concrete solutions to ensure that they are realized.

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

• Establishing a personal budget
• Reviewing your investments
• Evaluating any insurance needs
• Determining if you can reduce your taxes
• Planning your retirement
• Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.