I run a wealth management practice at RBC Dominion Securities focused on financial planning, investment management and insurance.
Over my 20 plus years working with clients I have noticed that managing finances well is strongly linked to, of course, more money, but also to better health, better relationships and more time to do the things we enjoy.
I believe that whoever said "Money does not make the world go round, but it sure helps" got it absolutely right.
Managing our finances well provides us flexibility, opens up a wider range of choices, gives us the ability to make a difference in the lives of our loved ones and in the causes we support, and helps us face the future with clarity and confidence.
What are the financial concerns that keep you up at night, things that you need to get a handle on?
Do you have a financial plan and are you on track with respect to achieving the various goals that make up your plan?
Have you thought through how your loved ones will manage if you are not around or unable to provide for them?
Would you like to grow your investment portfolio while ensuring at the same time that you are taking the appropriate amount of risk doing so?
If this resonates with you, call me. Together let us make a financial action plan.
Let me assist you manage your finances well.