Rodney Shirley, PFP, CFP
Senior Financial Planner, Investment and Retirement Planning
Let's work together to achieve your financial goals
Ways I can help you
As a dedicated financial planner, I specialize in retirement transition planning, a thoughtful process that envisions your ideal retirement and strategically addresses the financial aspects. Whether it involves downsizing, relocating to the countryside, or cherishing moments with grandchildren, I am here to assist you in creating a tailored retirement income plan that aligns with your unique needs. Let's work together to shape your retirement dreams by building a well-crafted and financially secure reality.
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
2026-07-30T16:00:13
Why global bonds should be part of your portfolio
Take a look at how investing in global bonds can help reduce risk and offer more opportunities for diversification.
2026-07-10T16:30:01
Minding the concentration risk
Why invest abroad? You can gain exposure to sectors that are underrepresented in your home country and diversify your sources of returns.
2025-12-05T16:06:21
Stand Against Scams | Canadian Anti-Scam Coalition
https://standagainstscams.ca/ The core message: Stop. Check. Talk. The campaign’s three simple but powerful steps give everyone a way to respond. Stop: Scammers often use urgency and pressure to manipulate you into acting in ways you normally wouldn’t. The first and most effective action you can take is to stop and think. Check: Check to see if the message is from a legitimate source. Learn the signs of a scam. If in doubt, ask a friend or family member for advice and guidance. Talk: Sharing details about scams with others helps strengthen our collective ability to stay safe. Talk about it with family, friends and colleagues to help others avoid scams.