Congratulations because you’re looking into financial planning and that’s the first step to taking control of your financial life. We invite you to take a few moments now to browse around this site. And you may want to bookmark it, because once you see what financial planning can do for you, you’ll likely be coming back.
Proper financial planning touches on all of these topics:
Investment Planning
Strategies to safely accumulate wealth
Retirement Planning
Your key to a secure comfortable future
Estate Planning
Wealth preservation for you and your heirs
Tips for Budgeting and Borrowing
Financial services to simplify and enhance your life
Working with a Financial Planner
The easier way to achieve your goals
How financial planning can make your life better
Imagine the satisfaction when you know you’re making the most of your financial situation. That your investments are on track, your net worth is growing and that you’re even getting more from your everyday banking and cash flow.
Imagine your peace-of-mind when you can look into the future and know your retirement years are secure. And that your loved ones are looked after, whatever might happen to you.
Financial planning can make these things happen for you. If you have goals for your future, financial planning will help you achieve them. If you don’t have goals, it will help you create them.
Kendrick Keirstead, CFP, FMA, CSWP
Financial Planning Consultant
Kendrick holds the Certified Financial Planner (CFP), Financial Management Advisor (FMA) and Chartered Strategic Wealth Professional (CSWP) designations. He has also completed several courses from the Canadian Securities Institute and has a wealth of knowledge in helping clients build wealth and achieve their financial goals. Prior to joining RBC Dominion Securities, Kendrick developed extensive experience in the financial services industry. His professional experience includes retail banking and wealth management services with a leading trust company and national Canadian bank. He has also helped clients with financial planning as a Financial Advisor with a Canadian chartered bank.
His background in wealth management is a valuable asset to clients who want an effective financial plan that helps them achieve their goals and maximize their wealth. Kendrick's role is to work with and support your Investment Advisor in preparing and presenting comprehensive and customized financial plans.
Comprehensive Financial Planning
In appreciation of your valued business relationship with us, your Investment Advisor and RBC Dominion Securities are pleased to offer you comprehensive financial planning with Kendrick Keirstead. RBC Dominion Securities' comprehensive financial planning approach addresses your issues and concerns and helps you to clarify your objectives. Your personalized Financial Plan will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, and estate planning and will ultimately assist you in maximizing your situation and achieving your goals. This personalized report should serve as a roadmap to help you make financial decisions in the future.
To schedule a meeting with Kendrick Keirstead, please contact your Investment Advisor.
Nathalie Wybouw, MPM, CA
Financial Planning Specialist, RBC Wealth Management Services
Nathalie is a Chartered Accountant (CA) and has completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. She has a Bachelor in Business Administration (Major in Finance), a Certificate in Accounting and a Master in Project Management. Prior to joining RBC, Nathalie was a manager at one of the large public accounting firms. She specialized in providing tax compliance and tax planning services to individuals and their owner-managed entities. As a Financial Planning Specialist, Nathalie's role is to work with and support your advisor in preparing and presenting comprehensive Compass Financial Plans.
Specialized Financial Planning
At RBC, we recognize that with greater financial resources, comes greater financial complexity. To help you properly coordinate your financial matters and optimize the unique opportunities available to you, we are pleased to offer you our highest level of financial planning. Personally prepared by Nathalie, a Financial Planning Specialist, your comprehensive Financial Plan will provide recommendations specific to your situation. Your plan will consider strategies to maximize your cash flow, reduce taxes, ensure your retirement lifestyle, protect your financial security, transfer wealth to next generation tax-efficiently and make the most of your philanthropic legacy. In appreciation of your business, your advisor is pleased to offer this service to you on a complimentary basis.
To schedule a meeting with Nathalie Wybouw please contact your advisor.
