Doug Leach, Investment & Retirement Planner - RBC Financial Planning

Doug Leach, Investment & Retirement Planner - RBC Financial Planning Let me introduce you to the a unique financial planning process; an interactive, holistic approach to helping your dreams become reality.

Contact me to schedule a personal review of your goals and strategies! Focusing on cash flow management, retirement and education planning, investment management, risk mitigation, tax and estate planning. A holistic approach means assessing each of these areas - don't leave yourself exposed to unnecessary risk.

Port Hope Chamber - Treetop Trekking
06/01/2012

Port Hope Chamber - Treetop Trekking

With tax season coming to an end, make sure you are taking advantage of all the strategies to keep YOUR pennies in YOUR ...
03/28/2012

With tax season coming to an end, make sure you are taking advantage of all the strategies to keep YOUR pennies in YOUR pockets!

A strategic approach to saving on your annual tax bill

02/18/2012

Not all dividend stocks are alike: Our adviser looks at what you need to know about tax shelters

02/18/2012

Happy New Year everyone!! As you may have noticed I have moved my services to RBC Financial Planning, an affiliate of RBC Financial Group. I am still providing planning advice to clients around central Ontario. I am working mainly out of Port Hope, ON, but still maintain the mobility and flexibility of working with clients from the comfort of their homes. If you have any questions or would like guidance with a personal, family members, or business' financial well-being, please contact me at (905) 396.2999 or [email protected]. Have a safe and prosperous 2012!!

11/09/2011
If you have any questions in regards to how a Registered Disability Savings Plan can benefit you or your children, pleas...
11/07/2011

If you have any questions in regards to how a Registered Disability Savings Plan can benefit you or your children, please email me: [email protected]

One of the reasons for the low uptake of RDSPs is the issue of who can be a plan holder. Once a beneficiary becomes an adult, a parent or guardian must be named legal guardian in order to make decisions — a complicated and stressful process

Although the study does not attribute the reason for working longer, the impact to younger Canadians trying to enter the...
10/26/2011

Although the study does not attribute the reason for working longer, the impact to younger Canadians trying to enter the work force is the same...

Staying on the job longer, survey says; may have profound implications for current and future work force

Average score for financial literacy test was 93%. Very impressive!  Stay tuned as a more challenging test is in the wor...
10/25/2011

Average score for financial literacy test was 93%. Very impressive! Stay tuned as a more challenging test is in the works!

Average score on our financial literacy quiz was 93 per cent.

10/24/2011

The governments provide many of the same types of services, but the differences between the two countries are worth noting

10/21/2011

You’re never too young or poor to chart your financial future, the FPSC says at the start of financial planning week

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