About Semra Albayrak

With close to two decades of experience as a financial advisor, I specialize in guiding professionals and business owners through complex financial planning needs. My CFP, CLU and MFA-P credentials highlight my expertise in holistic wealth management, including integration of strategic philanthropy.

I believe in building strong, long lasting client relationships. My proactive communication and educational approach empower clients to make informed financial decisions consistently.

Member of Advocis, FP Canada, the Estate Planning Council of Canada and CAGP 

Licensed in Ontario, Quebec and British Columbia 

Typical Clients

Professionals and business owners who value advice and are fully engaged in the financial planning process

Clients undergoing life changes who need a trusted advisor to educate and support them at their own pace.

Clients who are relocating, required tailored financial planning needs to manage the transition smoothly and tax effectively.

Ongoing educational sessions: Women and Wealth