Accredited Chartered Accountant & Financial Planner with 25 years of experience. Financial planning & investing for today & tomorrow. Worth your time!
11/22/2019
How do you live for today and plan for emergencies? Using credit or your savings for unexpected expenses can really cost you- how should you balance it all? Talk to an RBC Financial Planner – like me - today about planning for emergencies.
Balancing Financial Priorities With competing demands on your money, how do you live for today and save for tomorrow? An RBC Financial Planner can help you balance life’s financial priorities.
11/21/2019
Financial Planners can provide guidance on general tax and estate planning to help you manage your wealth and estate and help to reach your financial goals.
Talk to an RBC Financial Planner – like me - today about reaching your goals.
What is Financial Planning Exactly? More than investment planning, beyond retirement, financial planning can cover all areas of your financial life. Discover how an RBC Financial Planner can help you reach your financial goals.
11/20/2019
The age old question: should you pay down your mortgage or invest the money instead? It all depends on your personal situation – which one works for you? Talk to an RBC Financial Planner – like me - today to find out.
Should You Pay Down Your Mortgage or Invest? While saving for retirement and reducing mortgage debt will both increase your net worth, the right choice can put you further ahead. An RBC Financial Planner can help you make the best move.
11/20/2019
Vous vous demandez peut-être si vous devriez privilégier le remboursement de votre hypothèque ou les placements. Tout dépend de ce qui est le plus avantageux selon votre situation personnelle. Discutez-en dès aujourd’hui avec un planificateur financier RBC, comme moi.
Devriez-vous rembourser votre prêt hypothécaire ou investir ? Vous augmenterez votre valeur nette en épargnant en vue de la retraite et en réduisant le solde de votre prêt hypothécaire, mais un choix judicieux à cet égard peut vous mener loin. Un planificateur financier RBC peut vous aider à prendre la bonne décision.
11/19/2019
Achieving the retirement you want starts with a plan that is flexible, realistic & built around your needs. Read how we helped Stuart & Betty retire comfortably;and let’s talk about how an RBC Financial Planner– like me–can help with your retirement plan.
Real Retirement Stories – Retiring and Helping the Kids Stuart and Betty are able to retire comfortably while helping both of their sons with the down payment on a home.
11/19/2019
L’atteinte de vos objectifs de retraite commence par l’élaboration d’un plan financier souple, réaliste et axé sur vos besoins. Voyez comment nous avons aidé Stuart et Betty à planifier une retraite confortable, et comment un planificateur financier RBC, comme moi, peut vous aider à faire de même.
Témoignages sur la retraite – aider financièrement les enfants Stuart et Betty peuvent profiter de la retraite tout en aidant leurs fils à réunir la mise de fonds pour l'achat d'une maison..
12/04/2017
Give yourself a raise! Learn how to minimize the impact of inflation on your retirement savings.
Give Yourself a Savings Raise Check out this article from RBC Global Asset Management's Retirement Resource Centre http://www.rbcgam.com/retirement-hub/give-yourself-a-savings-raise.html
Planning a move? Whether you’re moving across the city or across the world, here are 5 questions to ask yourself!
Moving To Canada? Ask Yourself These 5 Questions Thinking through this decision before making a long-term commitment will help ensure you check all the right boxes.