Financial Planning

Preparing for a Real Estate Purchase

Wealth Series
Date:
August 22, 2023

Fiona Tan and Philippe Ryan-Giroux held an informative session on the essential steps to ensure you are financially ready to make one of the most significant purchases of your life.

In this recording, Fiona and Philippe show you how to set realistic expectations before embarking on your home search, giving you the confidence to make informed decisions throughout the buying process.

Watch this session to gain invaluable insights into managing your finances and securing your dream home.

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.