Alan Pieprzak, Investment Advisor of RBC Dominion Securities inc.

Alan Pieprzak, Investment Advisor of RBC Dominion Securities inc. Investment Advisor at RBC Dominion Securities offering Wealth Management services to individuals, families and businesses in Barrie and surrounding area.

Has your family avoided the uncomfortable topic of what happens after you’re gone? You’re not alone. But shying away fro...
08/08/2024

Has your family avoided the uncomfortable topic of what happens after you’re gone? You’re not alone. But shying away from these important plans can increase the likelihood of family strife. Let me help guide you. Ask yourself these questions and let’s review them together.

01/24/2024

At the start of each year, many of us set resolutions. Improving physical health – exercising more and eating better – is often high on the list. This year don't forget about your financial health. With tax season around the corner and a fresh year ahead, now is the time to prioritize your financial wellness too.

See below for financial to-dos that may improve your financial wellbeing. For more tips, contact me today.

Did you know that different types of investment income – like capital gains, dividends, and interest – are taxed differe...
01/23/2024

Did you know that different types of investment income – like capital gains, dividends, and interest – are taxed differently when earned in a non-registered account? This tax season, learn how you can invest tax-efficiently in your non-registered accounts, while maximizing the tax advantages of your registered accounts like your RRSP and TFSA. Ask me for a copy of our special report, "Tax planning basics."

RBC Dominion Securities is proud to provide a personalized approach for sophisticated solutions to manage market volatil...
12/18/2023

RBC Dominion Securities is proud to provide a personalized approach for sophisticated solutions to manage market volatility and build and protect your wealth. To learn more about managing stock market volatility to achieve your investment goals, contact me today.

12/14/2023

What should you look for in a wealth management firm? Seek access to a wide range of services, along with personalized attention that considers your unique goals. RBC Wealth Management takes the time to understand your values, concerns, and aspirations to create a wealth plan that's uniquely yours. Contact us to ask about our complementary consultation service.

08/31/2023

With steep real estate prices and high costs of living, it's harder than ever for Canadians to buy their first home. Contact me today so we can help your children get on the property ladder – without compromising your own financial future.

08/21/2023

When it comes to wealth planning, it's important to ensure that unknowns like new opportunities, challenges and adventures are planned for.

Learn how an integrated approach using MyGPS can revolutionize your financial journey. From investment strategies to estate planning, we'll show you hot to navigate the complex landscape of wealth management seamlessly. Don't miss out on this opportunity to optimize your financial future.

Click the link below to find out more.

Surveys show that Canadians are worried about having enough savings to retire on; while some are concerned they won't be...
07/17/2023

Surveys show that Canadians are worried about having enough savings to retire on; while some are concerned they won't be able to retire at all. Read more about how a financial plan can help ease the transition:
https://app.rbcsmb.com/a1Ov-t

06/29/2023

Don't let your cottage become a family battleground. Learn how to navigate emotions and prevent inheritance disputes.

Join host Leanne Kaufman and guest Justin de Varies for insights and tips to deal with properties that have emotional attachment.

Happy Father's Day to all the fatherly figures in our lives. Today we celebrate the love and invaluable wisdom you share...
06/16/2023

Happy Father's Day to all the fatherly figures in our lives. Today we celebrate the love and invaluable wisdom you share.

Being called Dad is my favourite title of all!

Address

11 Victoria Street. , Suite 100
Barrie, ON
L4N6T3

Opening Hours

Monday 8am - 8pm
Tuesday 8am - 8pm
Wednesday 8am - 8pm
Thursday 8am - 8pm
Friday 8am - 8pm
Saturday 8am - 8pm
Sunday 8am - 8pm

Telephone

+17057968352

Website

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