Rama Gali, CFP®
Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity.
Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.
No matter how much help you end up providing your children or grandchildren, it's important it doesn't come at the cost of your retirement planning.
Investing in fine wine may be an idea you’re exploring. Learn more about factors to consider in the current Investor’s Edge newsletter.
Are you prepared for the sunsetting tax laws? Read the full article on changing provisions to the 2017 Tax Cuts and Jobs Act in the new issue of Investor’s Edge.
Artificial Intelligence (AI) is no match for the human connection in wealth management. Read more in the current issue of Investor’s Edge.
Because your business may be your largest investment, financial guidance is recommended through all stages. Read the Investor’s Edge article on meeting the needs of family businesses.
How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.
