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Sandy Gao, PFP - Senior Investment and Retirement Planner
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https://advisor.rbcfinancialplanning.com/sandy-gao Royal Bank of Canada
Royal Mutual Fund Inc.
My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy. I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals – whatever they may be!
06/14/2023
With the recent interest hike, bank has also increased deposit rates on savings account and term deposits, for one year term we offer as high as 5.1% for one year fixed Canadian dollar and 5.25% for on year fixed US dollar. Some additional preferred rate can also be offered to new clients. Ask me directly for details!
How near are we to recession? What are the broader impacts of higher interest rates? This month, Chief Economist Eric Lascelles dives into the key economic forces that could shape the rest of the year. Watch the webcast here:
My client often ask me what is a certified financial planner? My job is to help you to see the big picture and set long and short-term life goals — a crucial step in mapping out your financial future. Here are some common questions I can help you answer:
•When can I retire?
•How do I pay for my kids’ college expenses?
•What do I do if I receive an inheritance or life insurance proceeds?
•What if I change careers and have an employer concentrated stock position?
•What should I do when I sell a business, a property or other asset and need help with the proceeds?
•How can I help parents or grandparents who need help with their finances?
•How do I simplify my finances and make my money work for me?
• Is my current investment working for me and my families? Can I do better with fees?
I am also privileged to work with the largest financial institution in Canada, please feel free to connect if I can be at your service.
10/06/2019
Sincere thanks to my supportive family, friends and business partners,I am very fortunate working for this amazing organization;2019 was a blessing for me already, I look forward to an even better 2020!
07/16/2017
Learn about one of the most effective ways to control the distribution of your wealth to family members and other beneficiaries
Is a testamentary trust right for your estate plan? - RBC Wealth Management Planning ahead to transfer your wealth? Find out what you need to know about testamentary trusts.
04/05/2017
Where are homeowners feeling the most stretched? Learn more in the latest Housing Trends and Affordability Report.
Housing Trends and Affordability Overall stability masked diverging regional trends: housing affordability deteriorated in Toronto and other parts of Southern Ontario, while it eased in Vancouver for the first time in more than three years.
04/01/2017
The shift from saving to spending to pay for the things you need when you retire is tough. These tips can help you:
How much retirement income will I need? Check out this article from RBC Global Asset Management’s Retirement Resource Centre http://www.rbcgam.com/retirement-hub/retirement-income...
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Location
Category
Address
Serving Lower Mainland
Richmond, BC