At Retire Right Wealth Management, we specialize in successfully leading our clients through life’s major financial events, mitigating risk and optimizing return along the way.

We bring discipline, profound experience and determination to everything we do. Our clients have sought our services because of our comprehensive understanding of what it takes to construct and execute a plan for financial success in an ever-changing economic climate.

Novice and experienced investors demand objective, independent advice and services, that’s why we’re able to provide premium services that yield robust results. We use proven asset allocation techniques and diversification principles to balance our clients’ exposure to investment risk, while helping them achieve their financial goals.

Helena Dang, MSc, CFP

Being a mathematician by education (Master of Science in Mathematics) and a Certified Financial Planner by trade, Helena has found a perfect balance for her love of analysis, of finance, and of making the world a better place one client at a time.

Since 2006, Helena has helped her clients achieve their dreams with confidence and peace of mind. Her goal is to help her clients to manage their lifecycle journey, to become financially independent, to make their dreams become realities.

Helena is personally committed to understanding your needs and providing you with in-depth analysis and individualized planning. She stays in touch with you regularly to review your financial needs and respond to changes in your life.

Helena is on your team – dedicated to working with you and for you to ensure you achieve your financial goals.

You will also receive:

• Caring, passionate, second-to-none, accessible and responsive service.
• Unique, cohesive and individualized financial planning strategies.
• Regular financial review (at least annually).
• Performance reports (quarterly).
• Timely, up-to-date financial services information.
• Ongoing communications such as emails, telephone calls, one-on-one meetings.