Shefali Sharma, PFP - Financial Planner, RBC Financial Planning

My colleagues and I are excited to join United Way's   campaign this year. As a team we are competing together to raise ...
09/14/2021

My colleagues and I are excited to join United Way's campaign this year. As a team we are competing together to raise awareness and funds in support of those most in need in our own communities.
You can register today to join a team or as an individual and get active supporting your local community! It is a 10 day challenge starting September 23rd.

Being named executor is an honour, but also a huge responsibility. Learn why The Wealthy Barber suggests turning to a pr...
01/09/2020

Being named executor is an honour, but also a huge responsibility. Learn why The Wealthy Barber suggests turning to a professional.

Executor services protect your from liability and ease the burden on your family.

How do you live for today and plan for emergencies? Using credit or your savings for unexpected expenses can really cost...
11/22/2019

How do you live for today and plan for emergencies? Using credit or your savings for unexpected expenses can really cost you- how should you balance it all? Talk to an RBC Financial Planner – like me - today about planning for emergencies.

With competing demands on your money, how do you live for today and save for tomorrow? An RBC Financial Planner can help you balance life’s financial priorities.

Did you know people who work with a Financial Planner are more likely to meet their financial goals? Plus, Financial Pla...
11/21/2019

Did you know people who work with a Financial Planner are more likely to meet their financial goals? Plus, Financial Planners can provide general tax and estate planning advice that can help you manage your wealth and estate better. Talk to an RBC Financial Planner – like me - today about reaching your goals.

More than investment planning, beyond retirement, financial planning can cover all areas of your financial life. Discover how an RBC Financial Planner can help you reach your financial goals.

Financial Planners can provide guidance on general tax and estate planning to help you manage your wealth and estate and...
11/21/2019

Financial Planners can provide guidance on general tax and estate planning to help you manage your wealth and estate and help to reach your financial goals.
Talk to an RBC Financial Planner – like me - today about reaching your goals.

More than investment planning, beyond retirement, financial planning can cover all areas of your financial life. Discover how an RBC Financial Planner can help you reach your financial goals.

Paging Dr. Data:  How the coming skills revolution can transform healthcare. From the ER to elder-care, machine learning...
11/20/2019

Paging Dr. Data: How the coming skills revolution can transform healthcare. From the ER to elder-care, machine learning, AI and robotics are making inroads in all corners of the healthcare sector. . Read more

Automation won't replace the human aspects of healthcare. It will enable practitioners to do their work better than before.

The age old question: should you pay down your mortgage or invest the money instead?  It all depends on your personal si...
11/20/2019

The age old question: should you pay down your mortgage or invest the money instead? It all depends on your personal situation – which one works for you? Talk to an RBC Financial Planner – like me - today to find out.

While saving for retirement and reducing mortgage debt will both increase your net worth, the right choice can put you further ahead. An RBC Financial Planner can help you make the best move.

L’atteinte de vos objectifs de retraite commence par l’élaboration d’un plan financier souple, réaliste et axé sur vos b...
11/20/2019

L’atteinte de vos objectifs de retraite commence par l’élaboration d’un plan financier souple, réaliste et axé sur vos besoins. Voyez comment nous avons aidé Stuart et Betty à planifier une retraite confortable, et comment un planificateur financier RBC, comme moi, peut vous aider à faire de même.

Stuart et Betty peuvent profiter de la retraite tout en aidant leurs fils à réunir la mise de fonds pour l'achat d'une maison..

Achieving the retirement you want starts with a plan that is flexible, realistic & built around your needs. Read how we ...
11/20/2019

Achieving the retirement you want starts with a plan that is flexible, realistic & built around your needs. Read how we helped Stuart & Betty retire comfortably;and let’s talk about how an RBC Financial Planner– like me–can help with your retirement plan.

Stuart and Betty are able to retire comfortably while helping both of their sons with the down payment on a home.

Celebrate the Niagara Winter Festival of Lights Opening Ceremonies with RBC!  We'll be at Queen Victoria Park on Saturda...
11/09/2019

Celebrate the Niagara Winter Festival of Lights Opening Ceremonies with RBC! We'll be at Queen Victoria Park on Saturday November 16th from 3pm - 8pm with Family entertainment including giant Plinko and appearances by RBC Olympians!

Celebrate the start of Niagara’s most cherished winter tradition, the Ontario Power Generation Winter Festival of Lights, with your friends and family!

Today, and everyday, we remember the men and women who have fought for our country.
11/08/2019

Today, and everyday, we remember the men and women who have fought for our country.

Address

2581 Shaughnessy Street
Port Coquitlam, BC
V3C3G3

Alerts

Be the first to know and let us send you an email when Shefali Sharma, PFP - Financial Planner, RBC Financial Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shefali Sharma, PFP - Financial Planner, RBC Financial Planning:

Share