all Nova Scotians from the heart
of the HRM for
over 35 years.
- Are you working with a Certified Financial Planner?
- Do you have an established financial plan that outlines your current financial situation, and offers recommendations to help your achieve your financial objectives?
- Does your current advisor or institution have access to all available investments, products and opportunities?
- Does your current advisor or institution keep you advised of changing circumstances that may affect your financial goals?
- Do you receive timely, accurate statements that are easy to understand?
- Do you feel confident that you’re in a long-term relationship with professionals who care about seeing you achieve your goals?
If you answer ‘NO’ to any of these questions, you should contact R&R Wealth Management!