Ryan O'Donnell Financial Security Advisor, Investment Representative

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Winnipeg, MB
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!

09/05/2023

It's been a long road, but I officially received my CFP designation!

Home of digital credentials

02/18/2021

Wondering where your money should go? Read this article and talk to your financial security advisor to determine if you should be contributing to your tax-free savings account, registered retirement savings plan, or both, based on your personal goals. https://forbeswealthblog.ca/2021/01/tfsa-vs-rrsp-where-should-your-money-go/

12/05/2020

I have a lot of good information on this topic.

Do you know how mortgage insurance works?
👍 Yes
❤️ No, but I’d like to learn more
If you answered no, click here: https://www.canadalife.com/insurance/life-insurance/mortgage-insurance-vs-life-insurance.html

10/28/2020

Canada Life has a long history of helping small business. I'm excited to share this program, and I hope you'll share it, too!

Through this one-time program , 12 small businesses across the country will each receive $10,000.

10/15/2020

Insurance | Investments | Advice

10/01/2020

Seemingly inconsequential acts -- like making late payments or not paying at least the minimum balance -- can harm our credit history. There are different ways to harm your credit history, but…

04/30/2020

Thankfully, it looks like we may be slowly moving toward the next phase of the Covid response. With the prospect of returning to work, now may be the time to take advantage of the available time to review your financial emergency planning. This time, what went right, and what could you have done differently? Contact me to meet virtually via Microsoft Teams, a secure, encrypted platform. [email protected], or (807)271-3258. Stay safe, stop the spread.

Address

9-1200 Waverley Street
Winnipeg, MB
R3T0P4

Website

http://www.hodsonfinancialinc.com/

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