Financial Fitness Ratios

Metrics for Your Financial Health

Wealth Series
Date:
November 28, 2023

Fiona Tan and Philippe Ryan-Giroux held a 30-minutes virtual session designed for individuals seeking to understand and improve their financial well-being.

Our panelists discussed the relationship between key financial ratios, as well as outlined practical strategies for optimizing these ratios to enhance your financial stability and growth. They also explored how these ratios can effectively guide your livelong financial decisions.

Do not miss this opportunity to empower your financial journey with actionable knowledge and tools.

Recording

Pembroke Speakers

Philippe Ryan-Giroux, CFP, F. Pl., RIS

Director of Financial Planning

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®

Vice President, Account Manager

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.