R. Sales & Associates - Private Wealth Management

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R. Sales & Associates - Private Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from R. Sales & Associates - Private Wealth Management, Financial planner, 1111 International Boulevard #600, Burlington, ON.

Our team based structure allows us to provide the focus and vision of a small firm, while leveraging the strength and breadth of a global company.

✅ Retirement Planning
✅ Tax Planning
✅ Investment Planning
✅ Estate Planning
✅ Risk Management

10/26/2026

I trust my team...I think?! I think they missed the target on purpose. 😅

10/22/2026

Insurance can serve a different purpose at different stages of life.

At 30, it may be about protecting your income and family. At 70, the focus may shift toward your estate, taxes, and the legacy you want to leave behind.

Your insurance needs evolve as your life does.

Financial scams are becoming harder to recognize.The concern isn’t only the obvious email asking you to click a strange ...
10/20/2026

Financial scams are becoming harder to recognize.

The concern isn’t only the obvious email asking you to click a strange link. Scammers are impersonating financial institutions, family members, government agencies, and investment professionals. New technology is also making it easier to create convincing messages, voices, and identities.

That means staying informed matters.

If a request involves your money, take the time to verify who you’re dealing with before making a payment, transferring funds, or sharing personal information. 🔐

Happy Birthday, Sandra! 🥳Sandra brings so much joy and creativity to R. Sales & Associates. Her positive energy and thou...
10/16/2026

Happy Birthday, Sandra! 🥳

Sandra brings so much joy and creativity to R. Sales & Associates. Her positive energy and thoughtful nature make her such a wonderful person to work alongside!

Wishing you a wonderful birthday and an amazing year ahead!

Investing in yourself doesn’t always mean putting more money into an investment account.It can mean taking care of your ...
10/15/2026

Investing in yourself doesn’t always mean putting more money into an investment account.

It can mean taking care of your health, developing your skills, protecting your time, nurturing your relationships, or becoming more confident in the financial decisions you’re making.

The benefits can show up in different ways: more earning potential, more time, greater flexibility, better health, or more freedom to enjoy the life you’re building.

If you want to look at how your money can support the bigger life you’re working toward, we're ready to chat. 🌱

10/14/2026

Getting to know the team, one very important question at a time.

From car essentials to lunch orders to favourite coworkers, we put everyone on the spot. 👀

Your financial plan isn't just about preparing for retirement. It's about preparing for the life you want to live once y...
10/08/2026

Your financial plan isn't just about preparing for retirement. It's about preparing for the life you want to live once you get there.

Good health can create more opportunities to travel, spend time with family, explore new interests, and enjoy the years you've worked so hard for. Building a financial plan that supports those possibilities is just as important as preparing for the unexpected.

Ready to build a financial plan around your goals? Book a conversation with our team, and we'll help you create a strategy that supports both your future and the life you want to enjoy.

10/06/2026

A reminder that nobody is safe from their old photos. 😂

Google can give you an answer in seconds.The harder part is knowing whether that answer makes sense for your income, goa...
10/02/2026

Google can give you an answer in seconds.

The harder part is knowing whether that answer makes sense for your income, goals, timeline, taxes, and family situation. 🔎

"Should I take CPP at 60?" and "Should I use my RRSP or TFSA?" sound like simple questions, but the right answer can change significantly depending on what else is happening in your financial plan.

Have a financial question you've been Googling? Bring it to our team and we'll help you work through the answer in the context of your own plan.

09/30/2026

Thinking about reviewing your investments or finances but not sure what to expect?

Here’s a little look at what your first visit with our team is like. Spoiler: it involves coffee, conversation, and definitely no interrogation. ☕️

We want to understand what brought you in, what’s on your mind, and where we can help.

Address

1111 International Boulevard #600
Burlington, ON
L7L6W1

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