Financial Planner, Investment Retirement Planner, RBC Bank

at RBC BANK, 70-74 King Street S,, Waterloo , N2J1n8 Canada

1. Financial Planning
2. Licensed Financial Representative

Financial Advise

Description

Introducing your Financial Planner, Investment & Retirement Planning This includes specialized advice with access to a full range of RBC® solutions related to: Investment Planning: To develop investment strategies to help you achieve your goals Retirement Planning: To help you accumulate the financial resources you need to achieve your ideal retirement Transitioning into Retirement: To assist you in making pension, severance, retirement income and other related decisions Estate Planning: To ensure you have considered your estate needs Tax Planning: To make sure you consider tax efficiency aspects throughout Whether you are making an important financial decision, or would benefit from an overall review of your financial picture, I can provide advice that addresses the various aspects of your financial well-being. What you’ll experience: Your Future by Design® Planning your future involves more than just money. It involves you — your needs, your values and your dreams. That’s why it’s important for me to learn more about you, and what is most important in your life. This understanding, along with a review of your financial situation, your investing preferences and your tolerance for risk, will guide me as I develop recommended strategies and provide solutions that will help you achieve your goals. Once I know how you would like to proceed, I will then introduce you to the most suitable RBC banking or wealth management partners, who will continue to work with you in the futureStrength you can trust As an RBC client, you have the security of dealing with one of the world’s leading diversified financial services companies. One that is distinguished by a long heritage of financial strength, integrity and unwavering dedication to our clients. Over the years, we’ve maintained our financial strength in every type of market condition by applying sound risk management policies, a diversified approach to business and a long-term view for decision-making. Supported by best-in-class tools and solutions, I will use this same rigour and discipline in working with you to help you achieve your own long-term success. Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). RMFI, RBC Global Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are separate corporate entities which are affiliated. RMFI is licensed as a financial services firm in the province of Quebec. ® / ™ Trademark(s) of Royal Bank of Canada. RBC and Royal Bank are registered trademarks of Royal Bank of Canada. ©2014 Royal Bank of Canada. Used under licence. 32504 (08/2014) Financial solutions on your terms I am able to work around your schedule and meet with you wherever and whenever it’s convenient — your home, business or local RBC Royal Bank® branch. Whatever your choice, rest assured your financial information will remain in the strictest confidence. Benefit from my knowledge and experience As your planner, I’m here to provide the advice that’s right for your life. A career of 18 years in the financial services industry has prepared me for this role. My professional experience is enhanced by a Bachelor of Science from University of Mumbai. I have also completed the PFP, IMT, PMT, Certificate in Advancd Investment Advise. I am committed to continually building my knowledge so I can provide you with advice that is current and relevant in today’s environment. I also believe in giving back to the community by volunteering with YMCA- New Immigrant Services..

Company Rating

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Summary

Financial Planner, Investment Retirement Planner, RBC Bank is Waterloo based place and this enity listed in Financial Planning category. Located at RBC BANK, 70-74 King Street S, ON N2J1n8. Contact phone number of Financial Planner, Investment Retirement Planner, RBC Bank: 226-929-4005