Donna Martin - Financial Planner, RBC Financial Planning

33 Downie St, Stratford, N5A 1W6 ,Canada
Donna Martin - Financial Planner, RBC Financial Planning Donna Martin - Financial Planner, RBC Financial Planning is one of the popular Financial Planner located in 33 Downie St ,Stratford listed under Event planning/event services in Stratford , Bank/financial services in Stratford , Financial Planning in Stratford ,

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More about Donna Martin - Financial Planner, RBC Financial Planning

My goal is to apply my financial knowledge and expertise to your situation. The result will be a personal financial strategy custom-tailored for you.

Since joining RBC, I’ve been able to offer my clients the immense resources of all the member companies of RBC. This has allowed me to leverage my knowledge and expertise to provide the highest quality of financial advice and planning.

Simply stated, I’m confident I can help you find the financial solutions you need to help you meet your goals.

I'll do so by following these five fundamental steps:

*Gaining an understanding of what is important to you
*Identifying your personal financial goals
*Establishing your personal profile
*Creating your financial strategy
*Recommending the solutions to put your strategy into action

Your situation is unique. Your goals and dreams for the future are yours alone. That's why my first step will be to meet with you in person. That's the best way for me to understand what's important to you and what you want for your financial future. Then I'll work directly with you to keep you on track toward your goals. And if and when required, I'll also work with your other professional advisors, such as your lawyer or accountant.

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