Achieve financial freedom with professional wealth management

You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture. Your next project may be to create a lasting legacy for future generations or, perhaps, you'd like to make a meaningful difference in your community, right there, right now. It could be that you yearn for a legendary life of adventure, or maybe a simple, cozy retirement is exactly right.

Whatever your goals, we take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.

And your wealth is indeed just the beginning – it’s a way to achieve more, give more, and experience more. We'll help manage your investments, plan your retirement, protect your financial security and plan your estate, so you can take comfort knowing you’re receiving expert wealth management and attention.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

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Estate planning: Items to consider when choosing an executor

Jul 13, 2024 12:00 PM Eastern Daylight Time - Jul 13, 2024 01:30 PM Eastern Daylight Time
Amica City Centre 380 Princess Royal Drive Mississauga, Ontario

Join Adam Carney and Michal Janecek as we will delve into the essential aspects of estate planning, providing insights on how to ensure your assets are managed and distributed according to your wishes. We will also discuss the critical role of an executor and the responsibilities that come with it.

Whether you're planning your estate or have been named an executor, this presentation will equip you with the knowledge and tools to navigate these important duties effectively.

Don't miss this opportunity to gain valuable information and ask your questions. 

Disability Tax Credit - Accessing Additional Resources for Seniors

Apr 11, 2024 01:30 PM Eastern Daylight Time - Apr 11, 2024 02:15 PM Eastern Daylight Time
Churchill Meadows Library and Older Adult Centre 3801 Thomas Street Mississauga, Ontario

If you’re a Canadian living with a disability, you might be leaving money on the table come tax season. Let Investment and Wealth Advisor, Adam Carney, shed some light on the numerous tax credits, deductions, support programs and benefits available to individuals with disabilities – and how to apply for them. This complimentary seminar that could lead to significant tax savings  this year. Bring your questions – and we’ll see you there!

Disability Tax Credit - Accessing Additional Resources

Mar 05, 2024 02:00 PM Eastern Standard Time - Mar 05, 2024 03:00 PM Eastern Standard Time
ChartWell - The Sumach 146 Sumach St Toronto, Ontario

.Join financial experts, Adam Carney and Christine Brunsden, in our seminar exploring crucial disability tax credits tailored for seniors and their families - empowering you with the knowledge to optimize your financial well-being in every stage of life.

Adam Carney, Investment and Wealth Advisor

Adam Carney, CFP, CIM, FCSI

Investment & Wealth Advisor

Phone Number905-897-8390
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Email me

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