How much can you afford to contribute to your registered accounts? How should you prioritize your financial actions, and when is the right time to act? One of the biggest challenges in financial planning is establishing a clear and simple hierarchy of priorities to structure your budget effectively and work toward your goals.
Watch the session to gain valuable insights and practical strategies to help you make informed financial decisions and achieve your objectives with confidence.
Philippe Ryan-Giroux, CFP, F. Pl., RIS
Philippe Ryan-Giroux brings over 15 years of experience helping individuals and families achieve financial peace of mind. He specializes in personalized strategies across retirement, tax, investment, insurance and estate planning. He is known for his clarity, creativity and client-first approach.
Fiona Tan, CIM®
Fiona Tan is a trusted advisor to Pembroke’s high-net-worth, multi-generational families. With a background in finance and economics, she combines analytical rigour with empathy to help her clients articulate and achieve their financial goals. A core component of Fiona’s approach is adapting to each client’s investment personality to help them make financial decisions.
