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(519) 938-1668

Amy Rounding, PFP, CFP

FINANCIAL PLANNER, INVESTMENT AND RETIREMENT PLANNING

Let's work together to achieve your financial goals

My Commitment to You

As a financial planner, I offer personalized help through big life changes with financial consequences, like an unexpected job loss, divorce or early retirement. These are moments when you need to make big decisions. Let me help you understand the financial implications of your choices.

Languages Spoken: ENGLISH

Contact Me

(519) 938-1668

SHELBURNE, ON

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A Different Approach to Financial Planning

We invite you to spend some time with our interactive tool to identify your top 3 retirement priorities and see how they can be reflected in a personalized retirement plan.

> Try it out

Ways I Can Help You

Here are just a few ways I can help meet your investment, retirement and financial planning needs.

Balance Your Priorities Icon Balance Your Priorities

Invest for the Future Icon Invest for the Future

Plan Your Retirement Icon Plan Your Retirement

Define Your Legacy Icon Define Your Legacy

Implement Tax Strategies Icon Implement Tax Strategies

Enjoy Your Retirement Icon Enjoy Your Retirement

My RBC Team

As my client, you will also enjoy the support of RBC professionals on my team. Together, we can help you reach your unique dreams and goals!

My Partners

Ashlee Lugano, CFP, CFP, PFP

Financial Planner

Anastasia Bonk

Mortgage Specialist

Reports & Insights

Global Investment Outlook

For more on our current view and outlook, consult The Global Investment Outlook

> Get Your Copy

Economic Outlook

Produced by RBC Global Asset Management's Chief Economist Eric Lascelles, the #MacroMemo covers what's on our economic radar for the week