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Date: Series
Friday February 14, 2020
1:00pm - 5:00pm

One event on February 1, 2020 at 9:30 am

One event on February 7, 2020 at 1:00 pm

One event on February 8, 2020 at 9:30 am

One event on February 14, 2020 at 1:00 pm

One event on February 15, 2020 at 9:30 am

One event on February 21, 2020 at 1:00 pm

One event on February 22, 2020 at 9:30 am

Info:

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:

  1. Discuss and review your financial goals for 2020.
  2. Understanding of your current cash flow and budgeting.
  3. Second opinion on your investment (RRSP, TFSA, RESP, RDSP, and Non Registered Assets).
  4. 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!

Educational
Location:
RBC Royal Bank – Main Victoria Branch
1079 Douglas Street
Victoria, BC V8W 2C5
Cost
Free