Since 1997, Ian Fitz-Gerald has been using the immense inventory of resources within RBC Dominion Securities Inc. to provide his clients with a very personalized portfolio & financial planning approach.
He's worked for years to develop a comprehensive understanding of their specific needs and goals. When Ian examines issues such as income/asset protection, estate and wealth transfer, risk management, business succession, retirement funding, family issues and philanthropy, he is able to lay out a life-long financial blueprint for many of his clients. Would you be a client who would possibly benefit from working with Ian?
Let's see…Are you someone who currently falls into one of the following categories?
If you can relate to one of these scenarios, than Ian would invite to you sit down over a coffee so he can best determine a course of action that will help to give you and your loved ones some peace of mind. You've worked hard to build what you have…helping to preserve & grow these assets is Ian's job.
- An individual who typically 'errs on the side of caution'
- An investor looking for tax-efficient monthly income to pay bills & support their lifestyle
- A senior looking for improved returns outside of Guaranteed Investment Certificates
- A client wishing to preserve their investment portfolio so not to outlive their wealth