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for Baby Boomers and Their Parents
Retirement. Just the word alone conjures images of
sunny destinations, tee times at your leisure and the wind blowing in your
hair. A comfortable retirement is a goal shared by most Canadians. Have you
taken the steps needed to achieve this goal?
There are an infinite number of articles that feature investment options for
your retirement fund: so many, that it can be hard to find the solutions you
need to achieve your financial goals. If you're not prepared to wade through
the many options, personal advice from a financial planner can go a long way.
With the help of a trusted and experienced financial planner, your retirement
plans will be part of a bigger picture - your personal wealth management plan.
This includes a personalized investment plan and, depending on your needs, a
customized financial plan that outlines strategies to help grow and protect the
wealth of your estate.
Catherine Zelney, Financial Planner, and Dawn Morewood, Investment Advisor,
work together to design a comprehensive plan centered on you.
Catherine specializes in helping you integrate your banking and financial
planning needs so you can build your savings conveniently through mutual funds,
GICs and other investment instruments. Catherine follows five fundamental steps
to identify your best financial solutions. In these steps, Catherine:
- Gains an understanding of what is important to you.
- Identifies your personal financial goals.
- Establishes your personal investment profile.
- Creates your financial strategy.
- Recommends solutions to put your strategy into action.
Financial Planner, Investment & Retirement Planning
RBC Wealth Management
If you have any questions or would like further information, don't hesitate to
contact her directly. It will be a pleasure to discuss your investment and
financial planning questions.