Adelina Urma, PFP, Financial Planner, RBC Financial Planning

Adelina Urma, PFP, Financial Planner, RBC Financial Planning My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy. Royal Bank of Canada
Royal Mutual Funds Inc.

I will take the time to understand what matters most to you, then recommend time-tested strategies for reaching your goals – whatever they may be!

07/10/2025

If there is one truism about families, it’s that generations don’t always see eye to eye. This type of investing can be used as a launchpad for discussing how family wealth can have a significant impact on pressing global issues.

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RBC Thought Leadership has launched a new Trade Hub. Check it out!As North American trade policies evolve in light of th...
07/07/2025

RBC Thought Leadership has launched a new Trade Hub. Check it out!

As North American trade policies evolve in light of the U.S.’s changing geopolitical and economic priorities, The Trade Hub will provide in-depth analysis and strategic insights that can help decision-makers navigate this historic moment. This platform aims to put forth ideas on how Canada can play a critical role in reinforcing North America’s economic strength.

What you’ll find on Trade Hub:
• A sharp focus: ideas on how Canada can play a decisive role in reinforcing U.S. energy and economic security.
• Regular content updates: ongoing analysis and commentary on shifting dynamics across CAD-U.S. trade relations.
• Data-driven insights: in-depth reports and visualizations to break down latest trends and updates.
• Perspectives from across RBC: insights from across all of RBC on how U.S.-CAD relations are shaping key sectors.
• Actionable intelligence for decision-makers: strategic recommendations to help businesses and policymakers respond to the volatility.

Stay up to date:

The latest tensions with the U.S. should jolt Canadians into seeking an economic and trade reboot.

While we all deserve to treat ourselves every now and then, we don’t want to hurt ourselves financially. Heres why inves...
12/12/2024

While we all deserve to treat ourselves every now and then, we don’t want to hurt ourselves financially. Heres why investing is one of the best gifts you can give yourself.

If there's a gift that keeps on giving, investing may very well be it. Here are five reasons why.

Market volatility is an inevitable part of investing. Here are five strategies that can help you reduce the impact of th...
12/10/2024

Market volatility is an inevitable part of investing. Here are five strategies that can help you reduce the impact of these changes – and feel more confident about reaching your long-term goals.

Get strategies to help you stay on track with your investments — even when volatility happens.

If you're looking for a tax-free way to save and invest, a Tax-Free Savings Account (TFSA) might be the way to go. A fin...
12/05/2024

If you're looking for a tax-free way to save and invest, a Tax-Free Savings Account (TFSA) might be the way to go. A financial planner can help you decide if they’re the right fit for you.

From school to retirement, 3 investors share how they use their TFSA. Find out more.

Whether you’ve already opened a First Home Savings Account (FHSA) or are just starting to think about it, here are three...
12/03/2024

Whether you’ve already opened a First Home Savings Account (FHSA) or are just starting to think about it, here are three ideas to help you get more out of the account.

Dreaming of home ownership? Designed for first-time homebuyers, make more of your First Home Savings Account and start investing towards your first home

What’s four letters and can potentially help you save on taxes? Learn the ins and outs of the various registered account...
10/17/2024

What’s four letters and can potentially help you save on taxes? Learn the ins and outs of the various registered accounts offered in Canada and how to incorporate them into your saving and investing strategies.

Here's how registered accounts can help you hit your money goals.

It can be tough to stay focused on distant goals like travel, buying a home or even retirement. A financial planner can ...
10/16/2024

It can be tough to stay focused on distant goals like travel, buying a home or even retirement. A financial planner can help you set a plan to follow to attain your goals.

Exploring the “cash is king” vs “cash is trash” debate can help you better understand the potential benefits and costs of holding cash in your portfolio.

10/01/2024

You can preserve family harmony and your wishes for your estate with careful planning and open conversations. Here are five tips to help avoid family conflict.

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The decisions made by the Bank of Canada can have ripple effects on your finances – from mortgage rates to interest on s...
09/26/2024

The decisions made by the Bank of Canada can have ripple effects on your finances – from mortgage rates to interest on savings accounts to stock performance. Discover the implications of rate changes on your current and future financial well-being.

Central banks play a pivotal role in managing the economy, which means their decisions can impact your finances. Learn how central banks work—and how their decisions may affect you.

07/09/2024

How planning ahead can help to ensure a smooth transition of your valued possessions and avoid unnecessary expenses to your estate so that they can enrich the lives of the next generation of owners and collectors.

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Address

5805 Almon Street
Halifax, NS
B3K1T7

Telephone

+19024523299

Website

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