Donna Martin-Financial Planner, Royal Bank of Canada,Royal Mutual Funds Inc

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Stratford, ON
Donna Martin-Financial Planner, Royal Bank of Canada,Royal Mutual Funds Inc

My passion is applying financial knowledge and expertise to help my clients develop a personal financial strategy.

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.

03/21/2022

Tax-Free Savings Accounts can be used to save for many purposes. Here's how three investors use theirs.

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

03/14/2022

Two New GICs to Help Protect and Grow Your Money.

Want to protect your money and give it the opportunity to earn higher returns? Try the new RBC Equity-Linked Guaranteed Investment Certificates (GICs)—benefit from all the security of a GIC, with the higher return potential of the equity markets. Plus, they offer a chance to invest in your future,...

03/10/2022

Knowing that is part of investing does not make it easy to ride out. Here are 5 tips to help you maintain perspective and remain disciplined on investing for the long term to reach your goals.

Markets tend to go up and down, and sometimes even go through rapid shifts. This is called market volatility. Here are five strategies that can help you reduce the impact of these changes -- and feel more confident about reaching your long-term goals.

01/24/2022

Did you know, the RRSP contribution deadline is March 1st? Don’t let this year’s deadline sneak up on you. Make your contribution today!

Discover how you can reach your goals faster through automatic contributions. A Pre-Authorized Contribution (PAC) plan makes saving easy.

01/21/2022

Save without even thinking about it. Set up a regular, automatic savings plan for your RRSP and/or TFSA. It’s the easy way to save and will increase your opportunity for returns. Get Started Today!

Investing in a tax-smart account is one of the best ways to grow your money faster. Both Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) offer unique benefits, so how do you choose if you can’t contribute to both?

01/11/2022

As an investor, you may wonder how your dollars can make a difference. One way is to select investments that meet environmental, social, and governance standards. Here's your 411 on ESG investing.

12/14/2021

Whether you’re planning for retirement or already retired, MyAdvisor can help you prepare for the future. Book an appointment today to receive advice based on your personal financial picture so you can enjoy your retirement with confidence.

11/17/2021

Canada’s labour squeeze getting tighter: an aging population will boost retirements by roughly 600,000 workers over 3 years. Read RBC Economics & Thought Leadership’s new report to learn more.

Over one third of Canadian businesses are grappling with labour shortages. Higher wages aren’t the only thing workers are seeking in their post-pandemic careers. - RBC Economics

11/16/2021

Understanding the rules and opportunities available for your RRSP and TFSA can help you grow your money faster. An RBC Financial Planner can walk you through...

Understanding the rules and opportunities available for your RRSP and TFSA can help you grow your money faster. An RBC Financial Planner can walk you through the strategies you may want to consider.

10/26/2021

To reach Net Zero, Canada will need to invest at least $2 trillion over the next three decades. For six pathways on how to get there, read RBC Economics and Thought Leadership’s new report, “The $2 Trillion Transition”

https://rbc.com/netzero

09/12/2021

In this market update from RBC GAM, they review the economic indicators behind their expectations for reduced fiscal stimulus, but above-average global growth in 2022.

Growth moderates as recovery progresses, trimming bond allocation in favour of cash as yields tumble

07/31/2021

In this , learn about the driving factors behind an exceptionally strong first half in Canadian markets. Plus, a look back at history for the lessons that can help frame the second half of the year. Listen now:

Canadian markets at the half: What history tells us

Address

Stratford, ON
N5A1W6

Telephone

519-301-2696

Website

http://www.rbc.com/legal, http://www.rbcroyalbank.com/

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