A Complimentary Review to Give You Peace of Mind
With over 25 years of experience in the Wealth Management industry, I understand that the next 20 years won't look like the last 20 - and your portfolio shouldn't either.
Having grown up in Ponoka, I am proud to be able to help hard working Albertans in managing their investments and planning for their futures. The exceptional passion and care I bring to helping my clients certainly comes from the small-town values I grew up with. With RBC's vast resources behind me, I can help you secure the financial future you've envisioned.
Retirement planning is an important part of managing your finances. Whether you are already retired, nearing retirement, or if it is a goal that is still years away, having a retirement plan in place can bring you the peace of mind that you will be able to achieve your financial goals and live a comfortable retirement. Worrying that your hard-earned savings won't be enough to provide for your retirement is not a new concern, but the recent increase in uncertainty around inflation and a recession have likely added to that stress for many hard-working Canadians, life yourself.
We want to help you reduce that stress, build your confidence, and give you the peace of mind that you have - or one day will have - the freedom to choose to stop working. That is why we would like to offer you a completely free myGPS report and complimentary review of your current investment portfolio.
The myGPS report combines information about your current financial situation with a few assumptions (such as your expected future expenses, annual savings, and rate of return on your investments). The report can help you answer questions about your finances, such as:
- Am I on track to achieve my financial goals, and if not what changes can be made to get back on track?
- If I live beyond the average life expectancy, will I be able to afford to maintain my desired lifestyle?
- If I die tomorrow, will my family be provided for financially?
In the review of your investment portfolio, we will give you our thoughts on what we like about your current investments and what changes we would make so that they are a better fit for you. A few of the considerations we look at are:
- Are you making the most of any employer-matched savings plans at your workplace?
- Is your asset allocation the right fit for you?
- Are you investing the right account types for your current situation?
- Are your investments structured so that they minimize the taxes you have to pay now, and in the future?
- A review of the fees you are paying to help you determine if they are appropriate for the level of service you are receiving from your current financial advisor.
If you are interested in our complimentary and no-obligation myGPS report and portfolio review, you can fill out the contact form below, or reach out to our team member Sam Wright at sam.wright@rbc.com or (403) 341-8876, and we would be happy to help!
