As your Investment Advisor, my goal is to guide you and your family through each life stage – helping you understand the various financial issues, concerns and opportunities you face. There are some fundamental questions you should be able to answer:

  • What does my current financial situation look like?
  • If I live to be 95, will I have sufficient funds to maintain my current and/or desired lifestyle?
  • If I die tomorrow, will my family be sufficiently provided for financially?
  • How does changing my financial assumptions impact my future financial situation?
  • What can I do to ensure my financial goals and priorities become reality?
  • Could my business survive a major change or crisis?

 

To help you answer these questions, RBC Dominion Securities created developed myGPSTM .  The myGPSTM report is a financial projection that provides an overview of your current net worth and cash flow situation.  It uses your current situation to project your financial retirement and estate planning needs, while identifying wealth opportunities and proposing solutions on how to pursue them.

This valuable exercise can have a real impact on both your short-term and long-term well-being.  To have a myGPSTM report prepared for yourself and/or your family, please contact me today.

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