We are very excited to share a wonderful story with you. Normally we maintain a very strict level of confidentiality around our clients and their finances however, with Al Potvin’s permission we would like to share a wonderful story about giving back to the community.

 

Rather than tell you Al’s story please see this article.

 

We have had the pleasure to work with Al for many years and helping him realize his dream of establishing a Foundation through the RBC Charitable Gift Fund was a satisfying financial planning accomplishments. While planning for you own kids education, retirement planning or building that dream home are all important, Al has taking the next step and has created a perpetual gift for local kids in need.

 

Congratulations Al on having a vision and allowing us to help you see it through!