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Ottawa's Trusted Online Home
for Baby Boomers and Their Parents |
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 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 qualified financial advisor can go a
long way.
With the help of a trusted and experienced financial advisor, 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 tax and insurance 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.
When you're focusing on building and preserving your wealth, tax and insurance
strategies can make a big difference. Dawn focuses on creating custom-designed
wealth management plans that allow you to take advantage of sophisticated
investment options. She follows a four-step process to build a disciplined
portfolio tailored to meet your objectives and personal level of comfort with
investments. In this process, Dawn focuses on:
- You and your needs - clarifying your goals and learning what is important
to you now, and in the future.
- The Investment Policy Statement - a tangible reference piece that outlines
your investment goals and objectives.
- Building your portfolio - carefully assessing and selecting the right
investment solutions for you.
- Monitoring, reviewing and reporting - Making sure you are aware and
comfortable with the performance of the investments.
Dawn and Catherine work together with you to establish a clear investor profile
and design an investment strategy that enhances your financial future. You can
learn more about how each can help your investment needs on their websites.
Dawn Morewood, CFP, MBA
Investment Advisor
RBC Dominion Securities
www.dawnmorewood.com
Catherine Zelney
Financial Planner, Investment & Retirement Planning
RBC Wealth Management
financialplanning.rbcinvestments.com/catherine.zelney
If you have any questions or would like further information, don't hesitate to
contact them directly. It will be a pleasure to discuss your investment and
financial planning questions.
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