Retirement planning to achieve financial security

 

Watch the following video to learn how RBC Wealth Management helped two clients, Jean-Pierre and Sharon, consolidate their financial affairs – and make the most of their retirement plans.

 

 

Insights into giving and inheriting wealth across generations

Within a generation, over $400 billion is expected to be passed down to inheritors in Canada. How are Canadian families preparing for one of the largest transfers of wealth in history? And will inheritors be ready?

 

“It’s up to the givers of wealth to proactively prepare the next generation to manage that wealth.”

 

Brian Stephen, CFP

Investment Advisor

519-756-1908 | Email me | Visit Website

Karen Robb Wealth Management Group 

519-756-3203 | Visit Website

LaPointe Advisory Group 

519-756-2191 | Visit Website

Michael Flus

Vice-President, Branch Manager & Investment Advisor

519-756-2092 | Email me | Visit Website

Nick Rizzo Wealth Management Team 

519-756-4919 | Email me | Visit Website

Shawn Eliovitz, PFP

Investment Advisor & Financial Planner

519-756-2043 | Email me | Visit Website

The Rudnick Wealth Management Group 

519-756-3501 | Email me | Visit Website