RBA Financial Services

Website Links

Description

Rose has 22 years of experience in the financial planning industry and has worked at RBA since 2001. As Executive Assistant, she meets the needs of RBA clients by providing entire back-office support for some of the leading financial planners in Canada. Rose is passionate about serving clients so that their experience is pleasant and their requests are processed professionally and efficiently. Rose and her husband, Paul, moved to Meaford in 2000 “for the fishing” and they live close to the Big Head River.

Julie joined RBA in 2000, and as Administrative Assistant provides back-office support and assists the Executive Assistant in providing superior service to RBA’s clientele. Julie and her husband, Robin are kept busy at home with their two young daughters Courtney and Lauren. Julie has always enjoyed small town life, and she enjoys working with her colleagues and the clients at RBA Financial.

How to make your dreams reality Everyone dreams of how they'll spend retirement. You might look forward to having the time to relax or spend more time with your family. Or maybe you're looking forward to enjoying travel adventures. But most people don't put their dreams down on paper or plan on how to make them happen. That's what we're here for. We revel in meeting with our clients and listening to their hopes and aspirations for retirement. Then, working with you, we implement a strategy that fits your style and time-horizon, to ensure you'll achieve your dreams at retirement.

Lori joined the Administrative Team at RBA in December 2011, and brings with her 15 years of experience in the Financial/Banking industry. As full time Administrative Assistant she provides exceptional front-office support for all RBA clients. Lori was born and raised in the Beaver Valley where she attended elementary school in Thornbury and later graduated from Georgian Bay Secondary School in Meaford. Lori continued her education in Business at Georgian College, as well as graduated with honours from the Personal Support Worker Program.

Develop a tax strategy to save you money RBA Financial offers tax preparation for our client base, which is our only chargeable service. Our team includes a Certified Management Accountant (CMA), who audits each and every tax return. We'll review your family tax situation and help identify tax minimization strategies that fit your personal situation. One of these strategies began with the 2007 income tax return filing. Canadian residents are now able to income-split their eligible pensions with their spouse/common-law partner for income tax purposes.

Products & services

Similar companies nearby