Mary-Jo Collingridge, PFP, CFP - Financial Planner, RBC Financial Planning

Mary-Jo Collingridge, PFP, CFP - Financial Planner, RBC Financial Planning

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My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy. Royal Bank of Canada
Royal Mutual Fund Inc.

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!

Cyber security and privacy: A material concern for investors 12/13/2019

In a recent RBC GAM survey, cyber security ranked as the most important issue for institutional investors. This new insight provides an overview of the financial, legal, and reputational impacts of cyber breaches and how they affect companies and investors.

Cyber security and privacy: A material concern for investors Cyber security and privacy: A material concern for investors

The Wealthy Barber has a power of attorney. Do you? 12/10/2019

Watch the full video to learn why The Wealthy Barber, David Chilton believes appointing a Power of Attorney is a “must” not a “should”.

The Wealthy Barber has a power of attorney. Do you? A power of attorney for property protects your assets so your loved ones can focus on your care.

Paging Dr. Data: How the coming skills revolution can transform healthcare 11/24/2019

Paging Dr. Data: How the coming skills revolution can transform healthcare. From the ER to elder-care, machine learning, AI and robotics are making inroads in all corners of the healthcare sector. . Read more

Paging Dr. Data: How the coming skills revolution can transform healthcare Automation won't replace the human aspects of healthcare. It will enable practitioners to do their work better than before.

Paging Dr. Data: How the coming skills revolution can transform healthcare 11/23/2019

Paging Dr. Data. RBC’s recent thought-leadership report shows that virtual care has the potential to offset some of the burdens being placed on the system by our aging population. A perfect example is here in BC at Carrier Sekani Family Services where Dr. John Pawlovich spends a week a month on the road, serving First Nations communities in northern BC and the rest of the time providing the same services remotely from home. . If you’re interested in the future of healthcare, I encourage you to read the full report.

Paging Dr. Data: How the coming skills revolution can transform healthcare Automation won't replace the human aspects of healthcare. It will enable practitioners to do their work better than before.

Balancing Financial Priorities 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.

04/26/2019

Thank you Sarah Riopelle for sharing your insights at the RBC GAM conference in Vancouver.

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