Carlo Paqueo, CFP, PFP
Senior Financial Planner
Let's work together to achieve your financial goals
Ways I can help you
In an age of increased longevity and well-being, addressing the changing demands of retirement requires more adaptable choices. As a financial planner, my approach prioritizes a deep understanding of my clients' individual needs, including preserving their standard of living if they experience a health change. Together, we can tailor your financial plan to align seamlessly with your unique goals, prepare for the unexpected and help you create a financially secure and fulfilling retirement.
Reports & Insights
Global Investment Outlook
For more on our current view and outlook, consult The Global Investment Outlook.
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.
Discover & Learn
2023-03-30T12:39:49
2023-federal-budget.pdf
Les grandes lignes du budget fédéral 2023 : Mesures fiscales susceptibles de vous concerner
2023-03-29T13:42:04
2023-federal-budget.pdf
2023 Federal Budget Highlights: Tax measures that may affect you.
2023-02-13T21:44:09
Qu'est-ce qu'une récession et sommes-nous dans une telle période ?
Vous avez probablement entendu parler d’une récession récemment. Comprenez les récessions, leurs manifestations et leurs répercussions sur les investisseurs.