The Financial Planning Ottawa begins by identifying your priorities and goals. Whether you’re looking to save for retirement, purchase your first home or invest in an education, your plan will be tailored to your unique situation and vision for the future. Your RBC Financial Planner will take the time to get to know you, so they can create a personalized financial plan that is responsive to changes in your life and evolving goals.
Financial Planning for Businesses
A business financial plan serves several purposes: It identifies current and future financial goals, and it helps the company project where it intends to be in the future. This is critical to attracting lenders and investors, as it shows that the company will be profitable, grow and provide consistent shareholder value. It also allows the finance team to better allocate resources.
Getting a financial plan in place early on can help students develop good money habits and avoid financial crisis throughout their studies and beyond. With proper planning and discipline, they can focus on their studies, graduate with less debt, and be ready to start their career with confidence.
Julie joined Future Financial in January 2010 after 10 years in the broker channel with RBC Dominion Securities. She holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. A seasoned professional, she is a keen listener who is committed to providing high level service. In her spare time, she enjoys renovating projects and downhill skiing.
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