Donna Wolff, PFP, Employee ID
Financial Planner
Royal Mutual Funds Inc.
Phone:
(905) 294-2414
Email Address:
donna.wolff@rbc.com
Location Served:
Markham, ON
Languages Spoken:
English
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A little about myself ...
As your Financial Planner, I'm here to work together with you to put in place a sound financial plan that's right for your life and your goals.
Using our wide array of investment and financial planning resources, we provide a personal financial plan, custom-tailored for you.
Together, we can make your dreams and goals come to life.
Learn more by exploring the links below, or if you are ready to take the next step, please contact me.
I look forward to hearing from you.
Custom Tailored Solutions
Are you confident that the financial solutions you're using are the best ones for your present situation and for your financial future?
Of course that's a very difficult question to answer on your own. With literally thousands of investment and retirement options to choose from, how can you know which financial solutions are best for you?
As experienced, accredited professionals, we're here to help. We develop a customized financial plan, centred on your personal and financial goals. By using the Your Future By Design® approach, we make sure to address all of your financial needs for right now and throughout retirement.
RBC Advantage
As a client/investor, you have access to the expertise of a broad and deep group of financial professionals. Our partnership goes beyond creating a financial plan to include ongoing monitoring and adjusting it to fit your ever changing life.
Please contact me so we can set up a time to see how I can help. Let's work together to make your financial needs and life goals become a reality.
I am flexible to your needs and preferences for staying in touch and look forward to hearing from you.
Create a Financial Strategy
Your strategy will be based on your unique personal/financial profile. Your profile will consider such things as your present financial situation, your goals, your investment experience and your expectations.
Realizing that things change, both in the financial world and in your world, your financial strategy will have built-in flexibility for the long term. It will identify the financial and investment solutions you need to achieve your goals now and throughout each stage of your life.
Your strategy will be in writing with actions and timelines, as having a written strategy is like having a personal roadmap showing you how you can reach your destination. Then, based on your personal strategy, I'll recommend the best tactics for you – the investment and financial solutions that will best achieve your specific goals.
Access to Resources
Having a strategy is one thing. Having the means to implement the strategy is another. With RBC, I'll be able to offer you access to virtually every type of investment and financial service.
As you can see from the following list of services available to you, we have the resources to meet your needs and goals, however simple or complex they may be.
Banking, credit and investments
If your current needs and future goals are relatively straightforward, you may find that they can be best met through your local branch.
Financial planning
You'll have access to over 3,000 mutual funds, GICs and personalized portfolio solutions, as well as banking services such as loans, mortgages and credit cards.
Full service investment brokerage
A complete selection of investments - stocks, bonds, mutual funds and more – can be custom-designed into a portfolio for your unique needs.
Direct investing services
If you're inclined to make your own investing decisions, RBC Direct Investing will give you the tools you need for quick, easy trading – online or through a representative.
Global and domestic discretionary investment management
For those with more complex financial needs, we can design and implement a comprehensive wealth management strategy for you, relieving you of this task and giving you the freedom to pursue other interests.
Comprehensive estate planning
You'll have access to a complete range of services including Will planning, trusts, and agent for executor to help you plan your estate.
Private banking services
Our Private Banking offers the high net worth individual domestic and/or international banking with a strong global presence plus the utmost in premium service and confidentiality.
Five Fundamental Steps
I'll do so by following these five fundamental steps:
- Gaining an understanding of what is important to you
- Identifying your personal financial goals
- Establishing your personal profile
- Creating your financial strategy
- Recommending the solutions to put your strategy into action
Your situation is unique. Your goals and dreams for the future are yours alone. That's why my first step will be to meet with you in person. That's the best way for me to understand what's important to you and what you want for your financial future. Then I'll work directly with you to keep you on track toward your goals. If and when required, I'll also work with your other professional advisors, such as your lawyer or accountant.
Financial planning services and investment advice are provided by Royal Mutual Funds Inc. (RMFI). Investment products such as mutual funds are offered through RMFI and guaranteed investment certificates are offered through Royal Bank of Canada. RMFI, RBC Asset Management Inc., Royal Bank of Canada, Royal Trust Corporation of Canada, The Royal Trust Company, RBC Direct Investing and Phillips, Hager & North Investment Management Ltd. are separate corporate entities which are affiliated. Royal Mutual Funds Inc. is licensed as a financial services firm in the province of Quebec.
Tools & Advice
