When was the last time you had the chance to ensure your portfolio matches the needs of your family?
Are you getting quality advice and service from your exisitng wealth management advisor?
Determining your unique financial goalsrequires a personal approach.
You might be investing to build your financial future or to protect what you've already built. You may have specific needs, like maximizing your retirement income or creating a lasting legacy for your family or other beneficiaries, such as charitable causes you care about. Whatever your specific needs, Todd O'Reilly can craft a customized investment plan to achieve your financial and life goals.
Plan for growth:
If you're busy managing an active career or business, Todd can produce a customized portfolio that maximizes performance of financial assets and minimizes tax liability.
Plan for security:
If you're receiving funds from an estate or inheritance, Todd can tailor a sound program to protect your initial capital and produce a satisfying income.
Plan for retirement:
If you're looking for RSP/RIF advice, Todd can create a worry-free retirement plan to ensure you enjoy the lifestyle you want.
Plan for income:
If you're needing income from your investment portfolio, Todd can generate a plan which produces dependable and regular cash flow to support your income needs, utilizing both registered and non-registered capital.
You have many choices when it comes to managing your finances, but how do you make the choices that are right for you? If trust and experience are important to you, we hope you consider RBC Dominion Securities Inc. as your choice for professional wealth management.
Contact Todd or Vicki to arrange an appointment.