Start your 2020 off on the right foot by talking with a Certified Financial Planning. James Amarelo (CFP FMA) has been helping families have a deeper understanding of their financial goals and wellness over the last 16 years.
You do not need to be a RBC client for this session. This is an open invitation and all are welcome.
Here are some of the areas that we can discuss during this session:
- Discuss and review your financial goals for 2020.
- Understanding of your current cash flow and budgeting.
- Second opinion on your investment (RRSP, TFSA, RESP, RDSP, and Non Registered Assets).
- Plus many more topics to explore.
Once register for your ticket, James will be reaching out to set up a time to discuss your financial needs. Also, if you have any questions, please feel free to ask.
I look forward to working with you!