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R. Sales & Associates - Private Wealth Management

R. Sales & Associates - Private Wealth Management

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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

Photos from R. Sales & Associates - Private Wealth Management's post 07/24/2026

Your retirement number might be right for today. But is it right for year fifteen or year twenty-five?

Inflation is one of the most underestimated factors in retirement planning. The cost of maintaining your lifestyle does not stay the same over a 20 to 30 year retirement. 📈

The families who feel most confident in retirement are the ones who have planned for time, not just a number.

Save this if you are thinking about retirement income.

💬 These are the conversations worth having early, and we're happy to start it with you.

07/22/2026

For many business owners, succession planning starts with a personal will but shouldn't end there.

A business will can help create clarity, protect operations, and provide direction for the people who may be left making important decisions.

It's one of the most overlooked pieces of a business owner's plan, yet one of the most important.

07/17/2026

If you’ve ever wondered what song each person on the team would walk into a room to, here’s your answer. 🎶

07/16/2026

Some of the most meaningful conversations we have aren't about numbers.

They're about people, the lives they've built, and the moments that remind us why thoughtful planning matters in the first place. ☕

Photos from R. Sales & Associates - Private Wealth Management's post 07/13/2026

Most people use legacy planning and estate planning interchangeably. They are not the same.

👉 One is about how your wealth gets transferred.
👉The other is about what that wealth is actually meant to do.

Knowing the difference changes how you plan, and who benefits from it.

If you have not had this conversation yet, it is worth starting. Every family's situation is different.

Let's connect!

Photos from R. Sales & Associates - Private Wealth Management's post 07/09/2026

Supporting our community also means supporting the organizations that create opportunities for others.

Richard recently attended the Canadian International Sportfishing Association's annual event, celebrating an organization that helps Canadian anglers represent our country at international competitions while promoting the growth of competitive sportfishing across Canada. 🎣

We're proud to support CISA and the work they do to invest in athletes, strengthen the sport, and create opportunities for Team Canada on the world stage.

07/08/2026

Legacy planning isn't just about transferring wealth. It's about making sure your values, intentions, and wishes are reflected in the plan you leave behind.

This was one of the conversations we had the opportunity to explore during our recent seminar at The Pearle Hotel & Spa in Burlington.

💬 When you think about your legacy, what matters most to you?

Photos from R. Sales & Associates - Private Wealth Management's post 07/07/2026

Every person on our team brings a different perspective, shaped by the experiences that led them here.

Those backgrounds may be different, but they all contribute to the same goal: helping clients navigate important financial decisions with confidence. 💙

We thought it was time you got to know the people behind the planning.

07/03/2026

One of the most common questions people ask is: “Am I going to be okay in retirement?” 🧭

But surprisingly, many people have never built a true retirement plan around that question.

A retirement strategy isn’t just about having savings. It’s about understanding how income, lifestyle, longevity, and long-term goals all work together over time.

Because without a plan, it becomes much harder to understand not only how you’ll live in retirement, but also what you may ultimately leave behind.

Photos from R. Sales & Associates - Private Wealth Management's post 07/02/2026

If selling your business is part of your long-term plan, the preparation starts well before the sale itself.

Taking time to think through your income, taxes, retirement, and personal wealth can help you make the most of everything you've built. 📊

Swipe through five questions to ask before you take the next step.

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Location

Burlington

Category

Financial planner

Website

Address


1111 International Boulevard #600
Burlington, ON
L7L6W1