Protect. Invest. Grow.
FINANCIAL PLANNING SERVICES
At TRG, our financial planning services are designed to help you navigate your unique financial journey with confidence. Our independent financial advisors will work closely with you to create a personalized plan that addresses your needs and aspirations.
Risk Planning
Safeguard your financial future and that of your family with comprehensive risk planning. Our advisors will help you prepare for unforeseen events, like death, disability, or severe illness, so you can maintain financial stability.
Retirement Planning
With adequate risk protection in place, focus on building your wealth creation strategy. Our retirement planning services will help you define your ideal retirement goals and create an actionable plan to achieve them.
Estate Planning
Ensure your legacy passes smoothly and tax-efficiently to your loved ones through effective estate planning. Our advisors will guide you in preserving your wealth and minimizing taxes for future generations.
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Claude Robert
Diploma: Marketing Management and Personal Financial Management
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Jean Robert
BComm Economics
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Francois Robert
Diploma: Personal Financial Management
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Lance Robert CFP®
Post Grad Dip Financial Planning Law
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Russell Bishop
Post Grad Dip Financial Planning Law
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Danielle Robert-Hardman CFP®
Post Grad Dip Financial Planning Law
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Dustin Brown
BComm Accounting
Connect with a Financial Adviser
Schedule a free, no-obligation introductory meeting with one of our independent financial advisors to see if we're a good fit for your financial planning needs. We'll gather basic information to determine which advisor is best suited to your situation, and only request full financial details if you decide to proceed after the initial meeting.
Sample Financial Planning Report
When you partner with one of our independent financial advisors, they will guide you through the process of creating a personalized financial plan, detailing the steps necessary to address any shortfalls or build towards your desired future lifestyle.
