R. Sales & Associates - Private Wealth Management

Home
Canada
Burlington, ON
R. Sales & Associates - Private Wealth Management

Directions Website

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from R. Sales & Associates - Private Wealth Management, Financial planner, 1111 International Boulevard #600, Burlington, ON.

Our team based structure allows us to provide the focus and vision of a small firm, while leveraging the strength and breadth of a global company.

✅ Retirement Planning
✅ Tax Planning
✅ Investment Planning
✅ Estate Planning
✅ Risk Management

10/16/2026

Happy Birthday, Sandra! 🥳

Sandra brings so much joy and creativity to R. Sales & Associates. Her positive energy and thoughtful nature make her such a wonderful person to work alongside!

Wishing you a wonderful birthday and an amazing year ahead!

10/15/2026

Investing in yourself doesn’t always mean putting more money into an investment account.

It can mean taking care of your health, developing your skills, protecting your time, nurturing your relationships, or becoming more confident in the financial decisions you’re making.

The benefits can show up in different ways: more earning potential, more time, greater flexibility, better health, or more freedom to enjoy the life you’re building.

If you want to look at how your money can support the bigger life you’re working toward, we're ready to chat. 🌱

10/14/2026

Getting to know the team, one very important question at a time.

From car essentials to lunch orders to favourite coworkers, we put everyone on the spot. 👀

10/08/2026

Your financial plan isn't just about preparing for retirement. It's about preparing for the life you want to live once you get there.

Good health can create more opportunities to travel, spend time with family, explore new interests, and enjoy the years you've worked so hard for. Building a financial plan that supports those possibilities is just as important as preparing for the unexpected.

Ready to build a financial plan around your goals? Book a conversation with our team, and we'll help you create a strategy that supports both your future and the life you want to enjoy.

10/06/2026

A reminder that nobody is safe from their old photos. 😂

10/02/2026

Google can give you an answer in seconds.

The harder part is knowing whether that answer makes sense for your income, goals, timeline, taxes, and family situation. 🔎

"Should I take CPP at 60?" and "Should I use my RRSP or TFSA?" sound like simple questions, but the right answer can change significantly depending on what else is happening in your financial plan.

Have a financial question you've been Googling? Bring it to our team and we'll help you work through the answer in the context of your own plan.

09/30/2026

Thinking about reviewing your investments or finances but not sure what to expect?

Here’s a little look at what your first visit with our team is like. Spoiler: it involves coffee, conversation, and definitely no interrogation. ☕️

We want to understand what brought you in, what’s on your mind, and where we can help.

09/25/2026

Caregiving can quickly become a big financial conversation.

Whether you're helping a parent, supporting a spouse, or navigating a new family responsibility, thoughtful planning can help you balance today's needs with tomorrow's goals. 💙

If caregiving has become part of your life, we're here to help you understand how it fits into your financial plan and explore the options available to you.

09/23/2026

We spend a lot of time talking about goals with our clients.

It only seemed fair to share a few of our own. Some are exactly what you'd expect... others might surprise you. 📸

09/17/2026

Planning for retirement isn't only about replacing your income. It's also about preparing for the expenses that can change over time.

Long-term care is one of those conversations that many families don't have until they need to. Understanding how those costs could affect your retirement plan can help you make informed decisions long before they become urgent.

If you'd like to understand how future care costs could fit into your retirement plan, book a conversation with our team. We'd be happy to walk through your options together.

Address

1111 International Boulevard #600
Burlington, ON
L7L6W1

Website

http://www.rsales.ca/

Alerts

Be the first to know and let us send you an email when R. Sales & Associates - Private Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.