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Benefits of Consolidation

by Rockmoor Wealth | Blog, Business Owners, Corporate, Family, Individuals, investment, retirees, RRSP, tax, Tax Free Savings Account

 

When putting together your financial plan, there is no question about the benefits of consolidation. It’s common to have your finances all over the place. Savings at the bank, investments with several financial institutions, retirement savings at another. The importance of having a financial plan is the ability to coordinate, consolidate and be able to implement your plan to achieve your goals.

By putting it all together, it allows for better planning where there’s less confusion, more control over your finances, efficient investing and tax planning and creates a clear picture of what needs to be done to fulfill your financial goals.

Consolidation means you have an accountability partner on your side that will keep you on track and stay the course and address gaps in your plan and introduce you to specialists if needed.

Financial Planning issues that should be addressed are:

  • Wealth Protection

  • Is your disability insurance adequate?

  • What about your life insurance in case of premature death?

  • What do you do in case of a critical illness?

  • Estate Planning- what’s the primary goal of your estate plan?

  • Wealth Accumulation

  • Are you looking to preserve or grow your investments?

  • Is your investment mix suitable for you?

  • Are your investments tax efficient?

  • When do you plan to retire?

These issues are just scraping the surface, talk to us and we can chat further on how we can help.

Latest News

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Your Financial Plan

It can be hard to keep track of all your financial information. That’s why we’re introducing the concept of a Rockmoor Financial Plan Guidebook. A GuideBook is a modern approach to keeping all of your financial information, including your investment portfolios and action plans, in one place.

With your own personalized GuideBook, you’ll have a consolidated summary of your entire financial life with step-by-step support at your fingertips. A GuideBook is key to keeping you informed, engage, and motivated about your financial future!

As your stage of life and goals change, we’ll update your GuideBook to help you stay on track with your goals. 

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Summarize your portfolio, properties and action plan.
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Access a modern, magazine-quality financial document.
View a sample Financial
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About Rockmoor Wealth Management

Located in Nanaimo on Vancouver Island, Rockmoor Wealth Management is a team of wealth management specialists with decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance.

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1-250-618-0386

Info@RockmoorWealth.com

204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

At Rockmoor Wealth Management, we work with our clients in identifying financial services options which are based on each individual’s specific needs. When it comes to investment and portfolio management solutions, we have established a referral arrangement with KAI Asset Management Inc. whereby we introduce our clients to the benefits of having a full discretionary managed account. For more information about BCV Asset Management Inc., Deluca Veale Investment Counsel,  KAI Asset Management Inc. and the services they provide, please contact us or visit their website at bcvassetmanagement.com, delucaveale.com and kaiasset.com.

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