I chose this quote by Dale Carnegie as a reminder to us all that “tomorrow will come” and how it looks will depend to a great extent on how we conduct ourselves today.
Being one of only 3,643 Financial Planners in Canada who hold the QAFP designation, I am keenly aware that “Financial Planning is Life Planning” (Cary List) … and Life Planning requires laying the groundwork for living your dreams.
Your Financial Plan is the foundation to achieving your dreams, and a Financial Plan is the groundwork you need to have in place. If you do not have a written financial plan then “tomorrow may be the day you should have worried about yesterday”.
As our client you receive:
- Personalized written financial plan projecting your future income into until age 100, asset growth, retirement lifestyle and much more
- A written review of your Will, Powers of Attorney and other Estate matters that concern you specifically
- Access to Executor services and assistance
- Access to our accountants
- Ongoing daily management of your savings by our Portfolio Managers and CFA
- Personal service, “you phone us, we answer the phone” and you speak directly with Melissa or Halyna as you wish to handle your daily needs
- Private Banking “Premier”, a service reserved for our clients who choose RBC
Perhaps more importantly, we are your private family office. The people who have known you for many years, been through many life events with you, and the ones you can turn to in times of need.
We are here for you.