Ryan O'Donnell Financial Security Advisor, Investment Representative

Ryan O'Donnell Financial Security Advisor, Investment Representative Individualized financial plans for families. Taxation minimization strategies for businesses. Group b This is where I can help.

I help individuals, families and businesses define and achieve their financial goals. Serving Kenora, Fort Frances, and the Rainy River District in Northwestern Ontario, and Winnipeg and Eastern Manitoba from my offices in Nestor Falls, and Winnipeg. Life’s filled with unexpected events that could dramatically affect your lifestyle and retirement goals – a financial emergency, health crisis or if

you (or someone you love) dies young. It takes careful planning to achieve your goals and protect yourself in case the unexpected occurs. I work with clients like you to create a customized financial security plan based on your needs, goals and risk tolerance, to address four key areas:
• Financial security for your family when you die
• Protection in case you become seriously ill or can’t work because of a disability
• Retirement planning
• Ensure you have funds for a rainy day (liquidity)
To do so I’ll need to:
• Gain a clear understanding of your goals and dreams
• Look at your situation and identify any gaps
• Build a plan to help you achieve both long and short-term goals
• Review your financial security plan regularly to make sure it meets your changing needs. Call or message me to get started on your financial freedom today!

Address

9-1200 Waverley Street
Winnipeg, MB
R3T0P4

Alerts

Be the first to know and let us send you an email when Ryan O'Donnell Financial Security Advisor, Investment Representative posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share