John Gilliland, Financial Advisor at RBC Wealth Management

Did you know the best bucket list moments don’t just happen? They’re planned for. Meticulously. And that makes the payoff, whether it’s at the beach, the mountains or some far-off destination, all that much sweeter.

𝐘𝐨𝐮𝐫 𝐛𝐮𝐜𝐤𝐞𝐭 𝐥𝐢𝐬𝐭 𝐢𝐬 𝐜𝐚𝐥𝐥𝐢𝐧𝐠. Let’s chat about how to make it happen.

As the U.S. marks 250 years since the Declaration of Independence was signed, there's no better time to consider your own version of financial freedom.

Financial freedom means something different to everyone, shaped by your personal values, experiences and life circumstances. For some, it means retiring early to travel or explore a new hobby. For others, it’s being able to leverage credit strategically rather than out of necessity.

We’ll help you build a plan to get there.

Did you know that the interest on your debt may be tax deductible, depending on how you use your loan proceeds?

To answer this question in more detail, RBC Wealth Management has a factsheet breaking down high-level guidelines to help you get started.
https://bit.ly/4eLHqqP

If you own a business, your biggest financial questions may sound something like this:

•What's my business worth?
•When's the right time to sell?
•What transition option fits my goals?

We've got a resource built around exactly those questions. Let's talk through it together.

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