• Retire Right Wealth Management ★ Dream it. Plan it. Live it.

  • Will you outlive your money?

    Learn great ways to achieve your financial goals and gain peace of mind. Live life to the fullness.

    Take charge

  • Do you have a plan for your future?

    Dream it. Plan it. Live it. If you are serious about your financial future, talk to us.

    Plan your future

  • Where will you be in 5, 10, 20 years?

    Turn your dreams into realities with your very own customized plan.

    Live your dreams

  • Are you prepared for those what-if's?

    Fail to plan = Plan to fail. Ask us about planning for the unexpected.

    Plan for the unexpected

  • Is your business protected?

    You work hard to build up your business. We can help you protecting it.

    Protect yourself

  • Want a worry-free vacation?

    Out-of-country healthcare can be costly. Spend a little NOW — and save a whole lot later.

    Bon Voyage, But...

  • Behind with your tax returns?

    The best way to get the CRA off your back is to get your books & your tax returns up-to-date.

    Get your books & taxes in order

Tax Planning

Less taxes = More $$ in your pocket.
We utilize various tax strategies in your plan to reduce your tax liability. We even prepare your tax returns for you, so you don’t have to pay more taxes than you need to.

Dream it. Plan it. Live it.

Not a cookie-cutter type of service.
We believe in putting your interests before our own. First we listen and understand your goals & objectives. Then we work with you to design a unique plan that is right for you.

Wealth Management

A full-service financial firm.
From wealth management and financial planning to insurance coverage and group benefits, we can help you with all your financial planning for now and for the future.

Complete Financial Services

As the principal of Retire Right Wealth Management, Helena Dang is always available to help with your financial requirements.
Whether it is growing your business, planning your investment, designing your employee benefit package, analyzing your insurance coverage or preparing your tax strategy, Helena always has an answer.

Meet us
Always here for you

We are only a phone call, email or text message away.
We are eager to listen.
Have a question? We respond quickly.

One-on-one service

Helena Dang is a renowned Certified Financial Planner who works with clients face to face. She is on your team – dedicated to working with you and for you.

Timing is everything

In this fast paced world, time is one of the most valuable commodities.
We are committed to serving you in an efficient, respectful and timely manner at all times.

A full range of services

We are a one-stop financial shop for all of your personal and business needs.
Our goal is to help you sort through the options and find the right solutions that work best for you.

Privileged information

We respect your privacy. Your information is strictly confidential. We do not disclose the information and take all necessary precautions to prevent its disclosure.

Assist with difficult issues

We approach difficult and sensitive issues with the utmost respect for our clients. Your goals are our top priority. We are here to help you on your lifecycle journey.

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We work with you… for you

Have questions? We have answers.

  • It has been a pleasure working with Helena! She is highly knowledgeable in her field of expertise and more than that, she cares about you as a person...I never feel like "just another client" and that goes far in my books. Excellent experience!

    Iyono Ede, Test Analyst at HRSDC

  • For 5 years before I moved from Ottawa, Helena Dang was my financial advisor. She is an expert in her field who consistently provided honest, current, prompt and great advice for my portfolio. My financial situation has remained healthy due to Helena's guidance and advice. Thank you Helena!

    Camille Bryan, Building Surveyor and 3D Laser Scanning Specialist

  • I worked closely with Helena during my six years at Investors Group. Helena always chose what was best for her clients over what was best for herself. It is because of this strong client empathy in addition to her high level of intelligence that I would recommend her to any client in need of an objective and honest opinion.

    Peter McMurtry, B.Com, CFA, Financial Writer

  • Helena is very diligent in researching options for her clients and ensuring she is making sound product and portfolio recommendations.

    Sherry Miller, Account Executive, Investments Distribution, Ontario

  • Helena has been instrumental in helping me grow my business. Her advice has helped me to cut a clear path towards my goals. I am a small business with sometimes grandiose ideas and Helena is helping me to find a way to make them happen

    Jesse Cullen, Business Owner

  • Diligent, highly committed to her work combined with her solid office management skills, Helena helped to develop and implement several excellent viable solutions to clients. It is my pleasure to recommend Helena to you.

    TD Vo, R&D Biometric Systems Manager

  • Helena understood my goals, created a plan, and has enabled not only me but my family to make money. She is very dependable, loyal, and loves her work. I highly recommend Helena for any financial planning and investments!

    Robin McCabe, Software Quality Engineering Manager at BlackBerry

  • Helena was able to really seek to understand my financial dilemma s, put forward an action plan. Helena is dynamic, and can consult from experience. Looking forward to our next meeting.

    Don Graham, Operations Manager, FallPrev Construction Inc

  • I consulted on more than 1 occasion with Helena and I found her very Professional and it was easy to talk to her. She explained my options and made it simple for me to understand.

    Alain Dubuc, Importateur et exportateur d'Art et bijoux africains

  • Helena has proven to be a very efficient planner and will definitely take the time to assess the specific needs of her prospects/clients while being able to find the most suitable financial planning solutions.

    Guillaume Damnon, Insurance Specialist at R.G. Packman and Associates

  • Helena is a consummate stickler for detail and good business practice. She's extremely affable, approachable and easy to work with. I'd highly recommend Helena and her Firm to anyone.

    Dale Bennett, Owner - Operator ... Plug Us In ...

  • I have known Helena to be an astute business woman and keen entrepreneur. She is able to see opportunities for her clients where others may see only challenges.

    Regius Brown, IM/IT Portfolio Manager and Business Analyst, Health Canada