Will & Estate planning Archives - Page 8 of 19 - Responsible Investment Association

John De Vincenzi

Whether you’re looking for personal wealth management for yourself, your family or your business, we have the knowledge and expertise to help you achieve your goals. We are backed by the extensive resources of RBC Dominion Securities, RBC Royal Bank and our wealth management partners.

We help navigate our clients through the challenges of retirement planning, estate planning, pension transfers and education savings. We work together to create a personalized financial plan today, which puts you in the best position to succeed in retirement.

Christopher MacRae, CFA, CFP

We help affluent families discover and achieve what is truly important to them.

Jennifer Rankin

Mark Thompson

At Thompson Private Wealth Management of RBC Dominion Securities we offer Full Service Wealth Management including customized ESG and SRI portfolios. In addition to Investment management we offer Financial Plans, Retirement Projections, Advanced Philanthropic services and Business Succession solutions. We also cater specifically to US Citizens living in Canada as well as Snowbirds.

Michael Higgins

For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.

Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave

Kimberly Beaton

Kimberly believes that successful wealth management begins with helping clients to understand their goals, not just in financial terms, but in life terms. Her primary objective is to build long-term wealth for her clients. To this end, she builds her clients financial plans and investment strategies aligned with their values to put them on a path to achieving their goals and finding financial security. Risk management through responsible investment is an integral part of her investment philosophy.

Kimberly has over 15 years of experience in finance and economic policy. Prior to joining Scotia Wealth Management, she spent almost ten years at the International Monetary Fund where she advised countries on policies to foster economic and financial stability. Notably, she served as Senior Advisor to the Executive Director for Canada, Ireland, and the Caribbean, in which capacity she contributed to Canada’s global policy leadership. Kimberly also worked for several years at the Bank of Canada where she was the senior economist working on the United States at the height of the financial crisis. She holds a Master of Arts in economics from Queen’s University and a Bachelor of Commerce, Honours Economics (First Class) from Saint Mary’s University.

Irene Walsh

Kevin Zakus

Rajiv Bissessur

As Responsible Investment Specialist and member of the RIA, I help my clients achieving their financial goals along with their values.
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Gleb Troubetskoi Pl. Fin. CIWM

I’m a human, just like you.
And I’m dedicating my life to making this world a better place for my family, for yours and for all life on earth. I do this by helping positive change-makers and conscious consumers secure their financial freedom, in alignment with their values, so that together, we can focus on making this world a better place, for all.

I accomplish that by applying a rigorous process that starts by listening and understanding your needs, values, aspirations and concerns and ends in a follow-through of the action plan so that your life adventure is full of meaning, freedom and success; without a doubt.

If our values align, I can help you:
1. Get a sense of certainty in your today and your future by getting a complete Wealth Plan done for you.

2. Reduce or Eliminate anxiety associated with market fluctuations by enhancing your traditional portfolio of stocks and bonds with Alternative investments.

3. Align your money with your values without sacrificing your Rate of Return, through SRI (Socially Responsible Investments).

4. Get more from your business through smart business planning.

My experience of over a decade, dealing with more-or-less complex people, couples, families and financial situations, has taught me 3 inalienable truths:

1. It’s not because a problem is complex that the solution must be complicated.
2. Managing wealth with short term view, creates short lived results.
3. Shit happens. Be ready.

In today’s world, life comes at you very fast. And regardless whether you’re looking to build a bigger next egg, plan to retire, protect lifestyle at all stages, create a legacy, or sharing-caring with your community; life changes and market movements can alter and sometimes derail those plans. Whatever your situation, being prepared is the only thing that can provide independence, flexibility and comfort through those changes. Are you prepared?