Carey Pott, PFP

I am here to assist you in developing a plan based on sound principles and tailored to your unique priorities. Together, we will explore strategies to:

• Attain your goals through use of investments options such as mutual funds and GICs
• Optimize contributions to your RRSP and TFSA
• Maintain alignment with your investment plan
• Effectively manage bonuses, tax refunds, or other significant sums of money.

Let's work collaboratively to help secure your financial success.

I am here to assist you in making sure you have a solid, yet flexible plan in place to handle the changes you may encounter along the way. We can explore topics such as:

• How much do I need to retire?
• Whether you can—or should—retire early
• Understanding your pension choices
• What is your desired lifestyle during retirement? 

Let's collaboratively explore these topics and tailor a plan that aligns with your unique plans and financial objectives.

Business Owner Planning is a complimentary and comprehensive advisory service designed to empower business owners in making informed decisions regarding business structure, growth, preparing for unforeseen circumstance, and eventual transition planning. By collaborating with RBC colleagues and external tax and legal professionals, we can assist you in evaluating:

• Your current business structure and the viability of incorporating your business
• The current valuation of your business
• The strategic alignment of your business within your retirement plan 

Let's work together to navigate these considerations to help understand the options available to you and your business.